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Solutions for Sustainable Investment
Extract maximum value from your sustainable investment data in minutes, not months.
ACCESS MORE INFORMATIONFusion offers a comprehensive solution for institutional investors to immediately extract value from multiple providers of sustainable investment and ESG data. Our data normalization, management, calculation, and screening capabilities address the challenges with using internal and external SI data, providing a scalable, time-efficient, and cost-effective alternative.
INSIGHTS
Turning sustainable investment data complexity into an advantage
The SI data landscape is fragmented and ever-changing. Dive into investors' common data challenges, and learn strategies to solve them using technology.
Data Solutions for Sustainable Investment and ESG
Fusion supports data cross-compatibility across providers. We have unified the format and added common identifiers, enabling instantaneous joins across datasets. This allows you to skip the data wrangling and immediately begin processing and analysis.
Manage your company hierarchies and data propagation rules to estimate data for companies with gaps in SI data. This enables you to broaden your investable universe.
Easily create and manage your investable universe inclusion and exclusion criteria. Run these screens on pre-defined schedules and access the results through Fusion’s comprehensive distribution channels.
You can use the normalized data within Fusion to calculate your own SI metrics with easy-to-use tools. These calculated metrics are automatically consistent with your internal SI data.
ESG AND SUSTAINABLE INVESTMENT
Join our live webinar to learn more about hierarchy management
Hierarchy management and ESG metrics propagation: How to manage multiple custom corporate hierarchies with strong traceability
01. ESG DATA NORMALIZATION
Sustainable investment data normalization problem solved.
Across all providers.
- Consistency
- Format
- Identifiers
- Metrics by Proxy
- Identifier Management
- GICS®
Consistent data across sources.
Access well-structured SI data in clean, optimized rows and columns, with the same identifiers, consistent across all sources.
No more data engineering and analyst work required for custom parsing, custom pipelines, identifier and hierarchy normalization, saving significant resources.
VIEW SAMPLE DATA
No more custom parsing: utilize optimized rows and columns across all providers.
ESG providers typically send data in different formats, such as non-standard CSV, JSON, and more. Often the same dataset is distributed across multiple files, requiring teams to run joins across the files before creating a usable dataset.
Fusion takes this range of formats and normalizes them to best-in-class standards. All the data is converted into CSV and Parquet in a consistent format. Fusion strongly types the data, so a “string” is a “string” and a “date” is a “date”. When required, files are merged so that all the necessary data is combined in a single dataset with the relevant attributes.
Fusion follows modern standards of schema evolution to limit any breaking changes caused by adding new attributes.
Access consistent identifiers for companies and instruments across providers.
Fusion supplements data from the ESG provider with a common set of company and instrument identifiers. Immediately join and compare ESG data across providers without any normalization effort.
Data providers use different instrument and company symbologies. Often this identifier coverage is insufficient. This makes it difficult for a data analyst to consistently normalize data.
Fusion maintains a master list of identifiers for companies and instruments. This list is reviewed and adjusted as new instruments are issued. Through this process, you can use any single common identifier to join data across providers easily.
Quickly determine if a company’s metrics are proxied from another entity.
A common practice in the ESG space is to proxy their metrics from another entity, including their parent entities. This may lead to double-counting if ESG metrics aggregation is done across the entire entity hierarchy.
Fusion helps to identify whether an entity is assessed on its own merit by using information available, which may be provided by the data provider or otherwise.
Continuous management of identifiers.
Instrument and company identifiers are constantly evolving either through new issuance or through mergers and acquisitions.
Fusion offers a continuous and proactive approach to identifying and correcting provider identifier inaccuracies and incompleteness when possible. Through this process Fusion significantly reduces errors associated with incorrect identifiers.
GICS® out of the box and in the dataset.
It is often challenging to find and map GICS® data to company ESG data, due to missing or incomplete identifiers.
Fusion enriches ESG datasets with GICS codes for each company, when you have a GICS license. This data enrichment within the ESG dataset allows you to immediately compare the ESG metrics of a company vs. its peers in the same industry. It also facilitates easy aggregation of ESG metrics within an industry.
02. ESG HIERARCHY MANAGEMENT
Multiple hierarchies. Client overrides.
Automatic metric propagation.
- Hierarchy Management
- Single Default Hierarchy
- Custom Hierarchies
- Metrics Propagation
Fusion supports multiple vendor hierarchies and allows multiple client-defined hierarchy variants.
When managing SI data, propagation of metrics across a company hierarchy is a common practice. However depending on the use case, the rules for hierarchy-based metric propagation vary.
Fusion provides a controlled framework to both manage different hierarchies and propagate metrics based on the appropriate hierarchy.
Leverage Fusion’s single organization-instrument-venue hierarchy.
Fusion maintains a single comprehensive parent-issuer-instrument-trading venue hierarchy.
Seamlessly navigate through this hierarchy with the associated public identifiers, such as LEI and ISIN. Fusion facilitates supplemental identifier enrichment, such as vendor company identifiers or client’s internal identifiers.
The integrity of this hierarchy is always preserved and untouched by customized overrides.
Custom hierarchies: Tailored to the requirements of multiple stakeholders.
Front-office desks, middle/back-office teams and external stakeholders require different corporate hierarchies. Typically, there is no-systematic way to support this.
Fusion provides a controlled process to create and manage independent hierarchies. These are easily managed through user-friendly overrides of the default hierarchy.
New parents can be defined from within or extend beyond an existing organizations hierarchy tree.
Metrics can be propagated based on the default or custom hierarchies.
Flexibility to propagate ESG metrics through 2 different approaches:
• Based on the Fusion default hierarchy
• Based on custom defined hierarchies
Go one step further and specify rules for metric propagation. For example, only propagate metrics if the parent and subsidiary belong to the same GICS Industry.
03. ESG SCREENING
Create dynamic investment universes.
Extensive inclusion and exclusion strategies supported.
- Screening
- Multi-Source Metrics
- Pre-Defined Schedules
- Hierarchy-Based Screening
Manage your screening through rules to create dynamic inclusion and exclusion investment universes.
Create rule-based inclusion and exclusion lists using pre-populated multi-vendor and internally calculated metrics.
Manage manual override lists through a controlled process.
Automatically combine rule-based and manual lists to create dynamic investment universes.
View and access these lists through a UI, API or Snowflake.
Create screens using third-party and internal ESG metrics on Fusion.
For your rule-based screens, use ESG metrics from multiple datasets – third-party data or internal, that have been pre- integrated into Fusion.
As ESG datasets are continuously added, new ESG metrics become available for use in screenings without additional data wrangling.
Daily, weekly, quarterly. Set and forget.
Pre-define your dates and times when your screenings should run to best suit your use cases.
For example, run the screens quarterly for regulatory reporting and weekly for front-office portfolio managers.
Within your screens choose if your metrics should be populated from default or custom hierarchies.
When setting up Screening criteria, decide which hierarchy, default or custom, should be used when propagating missing ESG metrics.
04. ESG CALCULATIONS
No more ad-hoc calculations offline.
Calculate your own metrics on Fusion.
Easily create calculated metrics, which can be used within screening and hierarchy based metric propagation.
Fusion seamlessly integrates normalized data, with calculations, hierarchy management and screening.
Normalized data is automatically available for calculations. Any calculated data can immediately be used for hierarchy-based propagation and rules-based screening.
Within Fusion select your calculation inputs from third-party and internal ESG data.
Use ESG metrics from multiple datasets – whether third-party data or your internal ESG data that is integrated within Fusion.
As ESG datasets are continuously added, new ESG metrics are available to be used as calculation inputs.
Easily create and reuse your calculated metrics.
Build calculations using our toolbox of operations.
Name and save them for future use. If changes are required, simply edit your saved calculations, and regenerate the output.
Preview the result of your calculation to confirm that you are happy with the calculated metrics.
Calculated metrics can be immediately used in Screening.
Calculated metrics are immediately accessible for defining rule-based screens for include and exclude lists.
Calculated metrics can be propagated using default and custom hierarchies. This allows calculated metrics from a parent to be used for a subsidiary.
DATA CATALOG PREVIEW
Sustainable investment data products, normalized.
Immediately usable for analysis.
Data
EU Taxonomy Company Level
A comprehensive assessment of the EU Taxonomy across equity and fixed income issuers.
Data
Controversial Weapons
Screens, analyzes and assesses companies' involvement in controversial weapons.
Data
Sustainable Impact Metrics
Companies with revenue exposure to products addressing challenges defined by UN SDG.
Data
Revelio Labs Job Postings
Time series of job postings statistics (posting dynamics) and individual job postings.
SEE IT IN ACTION
Schedule a demo with our team today.
