ISS Adds ESG Fund Ratings to Simfund Platform

Mark Segal March 10, 2021

Institutional Shareholder Service’s data, insight, and workflow solutions business ISS Market Intelligence (ISS MI) announced the addition of ISS ESG Fund Rating to Simfund, its business intelligence platform for the global asset management industry. The ESG ratings will allow Simfund users to quickly and effectively evaluate and benchmark the sustainability performance of equity and bond funds globally, across major ESG themes.

ISS ESG Fund Rating utilizes over 1,000 data factors per fund, generating and supporting critical research, screening, and analytics, ranging from aggregated ratings and performance scores to more detailed carbon intensity analysis.

Ben Doob, Head of ISS’ Market Intelligence business, said:

“The addition ISS ESG ratings fund ratings to Simfund underscores our deep commitment to providing our clients with timely, relevant, and cutting-edge solutions in lock-step with market developments. Today’s announcement comes in the wake of the release of MI data showing record flows of $60 billion in 2020 to ESG funds in the U.S. that we expect will continue to grow over the coming years.”

ISS stated that the ISS ESG Fund Ratings are available on Simfund Global in addition to the U.S. dataset.

Mark founded ESG Today following a 20 year career in investment management and research. Prior to founding ESG Today, Mark worked at Delaney Capital Management (DCM) in Toronto, Canada, most recently as the firm’s head of U.S. equities. While at DCM, Mark was part of the firm’s ESG team, responsible for evaluating and tracking the sustainability factors impacting portfolio companies, and assessing the suitability of companies for portfolio inclusion. Mark also spent several years in the sell-side research industry, covering the technology and services sectors. Mark holds an MBA from Columbia University in New York, a BBA from the Schulich School of Business at York University in Toronto, and is a CFA charterholder.