ESG fund ratings - hero 1
Explore the Implied Temperature Rise and MSCI ESG Fund Ratings of our standard coverage universe
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ESG Fund Ratings Profile
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ESG fund rating disclaimer
MSCI ESG Fund Ratings are for informational purposes only and are subject to the Notice & Disclaimer found at: https://www.msci.com/notice-and-disclaimer; and MSCI Inc’s and MSCI ESG Research LLC’s terms of use at: https://www.msci.com/terms-of-use and additional-terms-of-use-msci-esg-research-llc.
Some of these funds may be based on or linked to MSCI Indexes, for which MSCI Inc., or its subsidiaries, may be compensated based on the fund’s assets under management or other measures. MSCI Inc. has established an information barrier between index research and ESG Fund Ratings. This information may not be used as a basis for any financial instruments or products (including, without limitation, passively managed funds and index-linked derivative securities) or other products or services, to manage any funds or portfolios, to verify or correct data in any other compilation of data or index, to create any derivative works, nor to create any other data or index (custom or otherwise), or for corporate financing purposes (including, without limitation, ESG-linked loans, credit facilities, securities or structured products), without MSCI's prior written permission.
How does MSCI ESG Fund Ratings work?
How does MSCI ESG Fund Ratings work?
Remy quotation
MSCI ESG Fund Ratings are designed to provide greater transparency and understanding of ESG characteristics of fund and ETF components in investor portfolios. As the number of ESG funds proliferate, and ESG-oriented investment options and strategies are being adopted by wealth and fund managers, we strive to provide the tools and solutions to help investors better understand ESG risks.
Eric Moen, Managing Director and Head of ESG and Climate
How do MSCI ESG Fund Ratings work? - part 2
Each fund or ETF scores a rating on a scale from CCC (laggard) to AAA (leader). The rating is based first on the weighted average score of the holdings of the fund or ETF.
How to interact with this plot: Hover over each MSCI ESG Rating to see the corresponding definition.
Interactive Assets
CCC
B
Laggard
The fund is exposed to companies that do not demonstrate adequate management of ESG risks that they face or show worsening management of these issues. These companies may be more vulnerable to disruptions arising from ESG events.
BB
BBB
A
Average
The fund is exposed to companies that tend to show average management of ESG issues, or a mix of companies with above-average and below-average ESG risk management.
AA
AAA
Leader
The fund is exposed to companies that tend to show strong and/or improving management of financially relevant ESG issues. These companies may be more resilient to disruptions arising from ESG events.
Watch the video
ESG Funds Rating video
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MSCI ESG Fund Ratings
Gain insight into the ESG characteristics of funds with an intuitive rating to better inform fund research, product selection, portfolio reporting across asset classes.
What do the MSCI ESG Fund Ratings measure?
What do the MSCI ESG Fund Ratings measure?
MSCI ESG Fund Ratings are designed to measure the Environmental, Social and Governance (ESG) characteristics of a fund’s underlying holdings, making it possible to rank or screen mutual funds and ETFs on a AAA to CCC ratings scale. We also license additional metrics designed to provide insights across multiple dimensions, including carbon footprint, water exposure or governance risks. These can be used for a variety of purposes, for example if an investor seeks to align a portfolio to organizational values or identify and report on measurable social or environmental impact.
We also license more than 600 additional metrics designed to provide insights across multiple dimensions, including carbon footprint, water exposure or governance risks. These can be used for a variety of purposes, for example if an investor seeks to align a portfolio to organizational values or identify and report on measurable social or environmental impact.
Using MSCI ESG Fund Ratings
Using MSCI ESG Fund Ratings
The MSCI ESG Fund Ratings are designed to offer investors greater insights into the ESG characteristics of funds and ETFs, as well as provide additional information with respect to ESG fund research, product selection, portfolio construction and portfolio reporting processes across asset classes.
Specifically, the MSCI ESG Fund Ratings may be used by wealth and fund managers seeking to:
- Screen for funds they see as aligning with client values
- Offer reporting on ESG characteristics of client investments
- Measure ESG impacts arising from investments
- Complement manager due diligence
Featured content
Featured content
ESG and Climate Funds in Focus
ESG and Climate Funds in Focus
The number of ESG & Climate-related funds in the market has been growing to meet demand. We bring focus to funds through ratings, research and insights into the latest ESG trends driving risk and opportunities.
Why is ESG transparency important?
Why is ESG transparency important?
MSCI ESG Research is seeing a growing demand among wealth and asset managers for greater investment transparency driven by a desire to better reflect and report on ESG-related investment views and values.
Highlights from certain studies noted below appear to show the increasing prominence of ESG in investment decisions:
USD 30 trillion | 88% | 89% |
57% | 95% | 85% |
Contact us
Contact sales to request your MSCI ESG Fund Ratings badge.
Related content
Related content
ESG Ratings Corporate Search Tool
Explore the MSCI ESG Rating and ESG Key Issues of over 2,800 companies.
ESG Fund Ratings Factsheet
The MSCI ESG Fund Ratings are designed to offer investors greater insights into the ESG characteristics of mutual funds and ETFs.
ESG Fund Ratings Methodology
For more information on how the MSCI ESG Fund Ratings are constructed, take a look at the methodology.
Index Profile Tool
Explore ESG and climate metrics for all MSCI equity, fixed income and blended indexes regulated by the EU.
Data Explorer
Find ESG and climate data using Data Explorer, MSCI’s solution for data search and exploration.
Developer Community
Leverage MSCI APIs for building new generation digital experiences and best of breed custom solutions, integrating MSCI data, content and models into front and back-office applications.
Legislation and footnots
MSCI ESG Research LLC. is a Registered Investment Adviser under the Investment Adviser Act of 1940. The most recent SEC Form ADV filing, including Form ADV Part 2A, is available on the U.S. SEC’s website at www.adviserinfo.sec.gov(opens in a new tab).
MIFID2/MIFIR notice: MSCI ESG Research LLC does not distribute or act as an intermediary for financial instruments or structured deposits, nor does it deal on its own account, provide execution services for others or manage client accounts. No MSCI ESG Research product or service supports, promotes or is intended to support or promote any such activity. MSCI ESG Research is an independent provider of ESG data, reports and ratings based on published methodologies and available to clients on a subscription basis.
ESG ADV 2A(opens in a new tab)
ESG ADV 2B (brochure supplement)(opens in a new tab)
Implied Temperature Rise, Climate Data and Metrics and MSCI ESG Fund Ratings are produced by MSCI ESG Research LLC, a subsidiary of MSCI Inc. MSCI ESG and Climate Indexes are products of MSCI Inc. that utilize information from MSCI ESG Research LLC. MSCI Indexes are administered by MSCI Limited (UK).
1Accenture. The “Greater” Wealth Transfer – Capitalizing on the Intergenerational Shift in Wealth, 2012: https://www.accenture.com/us-en/insight-capitalizing-intergenerational-shift-wealth-capital-markets-summary(opens in a new tab)
2Bank of America. 2018 Insights on Wealth and Worth
3Allianz ESG Investor Sentiment Study 2019
4Allianz ESG Investor Sentiment Study 2019
5Morgan Stanley Institute for Sustainable Investing: Sustainable Signals -- The Individual Investor Perspective (2019)
6Morgan Stanley Institute for Sustainable Investing: Sustainable Signals -- The Individual Investor Perspective (2019)