ESG Data

YCharts offers industry-leading ESG data from MSCI.

Available Data

Currently our ESG data covers approximately 8000 stocks, 3000 ETFs and 18000+ Mutual funds in North America.

To be included in the MSCI ESG Fund Ratings coverage universe, a fund must meet the following four criteria:

At least 65% of the fund's gross weight must come from covered securities. (See FAQ section for what is not covered).
The fund holdings date (the latest date the fund reported its holdings) must be less than 1 year old.
The fund must have at least 10 securities, including look through of held funds.
The fund must not be in the commodity asset class.

Standard Calculations

Metrics:

Score:
- MSCI ESG Score
- MSCI ESG Environmental Score & Weight (%)
- MSCI ESG Governance Score & Weight (%)
- MSCI ESG Social Score & Weight (%)
- MSCI ESG Rating Trend
- MSCI Environmental Pillar Score Quartile
- MSCI Governance Pillar Score Quartile
- MSCI Social Pillar Score Quartile
Environment:
- Fossil Fuels Reserve (%)
- Aggregated Warming Potential [°C]
- Carbon Emissions - Scope 1+2 Intensity (t/USD million sales
- Carbon Emissions - Scope 3 Upstream Reported Intensity (tCO2e/USD million sales)
- Fund Weighted Average Carbon Intensity
- Financed Carbon Emissions (Carbon Emissions/USD Million Invested)
Governance:
- Female Directors
- Female Directors Percentage
- No Female Directors Percentage
- Female Represent 30% of Directors (%)
- Board Female Representation (%)
- Board Independence Percentage
- No Pay Performance Link (%)
- Independent Board Majority (%)
Social:
- Controversial Weapons Involvement (%)
- Tobacco Involvement (%)
- Civilian Firearms Involvement (%)
- Human Rights Norms Violation (%)
Exposure:
- Fund ESG Leaders (%)
- Fund ESG Average (%)
- Fund ESG Laggards (%)
Trend:
- MSCI Fund ESG Trend Positive (%)
- MSCI Fund ESG Trend Stable (%)
- MSCI Fund ESG Trend Negative (%)
- MSCI Fund ESG Trend None (%)

Information Metrics:

Civilian Firearms - Any Tie
Controversial Weapons - Any Tie
Tobacco Total - Any Tie
ESG Headline
Fossil Fuel Reserves
Human Rights Compliance
Short-Term Pay Performance
Long-Term Pay Performance
MSCI ESG Rating (AAA-CCC)

Speed of Updates

Fund metrics are based on monthly holdings but may reflect more recent ESG data. For example: SPY’s holdings as of 1/31/2026, but MSCI releases ESG company update on 2/10/2026, the score is updated on 2/10/2026 to reflect changes in underlying scores, but still based on the month-end holdings.

Comprehensive reviews are done yearly for companies (such as industry pillar scoring weights). However, intra-year updates do occur that typically align with fiscal calendars.

YCharts monitor MSCI database updates on a daily basis.

The following data set are recalculated on a weekly basis when there is an update to the underlying inputs:

Certain underlying data points – e.g., number of directors, controversies
Key Issue Management Scores – e.g., if affected by a new controversy
Key Issue Exposure Scores – e.g., geographic segment data
Key Issue Scores – e.g., could change based on a material governance event
Theme Scores and Pillar Scores – recalculated to reflect change in underlying scores
Weighted Average Key Issue Score – recalculated to reflect change in underlying scores

Frequently Asked Questions

What is the MSCI ESG Rating (AAA-CCC) scale? What is this rating telling me?

The Fund ESG Rating is assessed on a seven-point letter rating scale from CCC to AAA, with CCC and AAA being the lowest and highest possible fund scores, respectively. Funds with an ESG Rating of AAA or AA are assessed as Leaders (best in class relative to peers). Funds with an ESG Rating of B or CCC are assessed as Laggards (worst in class relative to peers).
The Fund ESG Rating is calculated as a direct mapping of the 0-10 Fund ESG Score. The 0-10 Scale is divided into seven equal parts, each corresponding to a Fund ESG letter rating. Every possible Fund ESG Score falls within the range of only one letter rating.

What asset types are excluded from ESG analysis?

The following asset types are out of scope and removed from a fund's holdings prior to calculating ESG Coverage to avoid penalizing funds for allocations in these asset types: Cash & Cash Equivalents, Cash Options, Currency & Currency Futures, FX & FX Forwards, Interest Rate Swaps, Time/Term Deposits, Commodities, Repurchase Agreements.

Are ESG Metrics available for Model Portfolios?

We do have Aggregated Score ESG Metrics as well as Exposure metrics for Model Portfolios. List of metrics here:
- Aggregated MSCI ESG Score
- Aggregated MSCI ESG Environment Score
- Aggregated MSCI ESG Social Score
- Aggregated MSCI ESG Governance Score
- Portfolio ESG Leaders (%)
- Portfolio ESG Average (%)
- Portfolio ESG Laggards (%)