account_id stringlengths 8 8 | as_of_date stringdate 2024-07-04 00:00:00 2025-12-26 00:00:00 | jurisdiction stringclasses 6
values | mandate_policy stringclasses 5
values | portfolio_esg_score float64 45 85 | portfolio_controversy_score int64 0 5 | portfolio_carbon_intensity_tCO2e_per_$M float64 60 320 | sector_exposure_pct stringlengths 42 103 | revenue_exposure_flags stringclasses 358
values | excluded_holdings_hits int64 0 5 | excluded_holdings_list stringlengths 2 23 ⌀ | breach_type stringclasses 4
values | breach_reasons stringclasses 28
values | replacement_candidates stringlengths 3 14 ⌀ | tracking_error_cost_bps int64 2 42 | action stringclasses 5
values | action_rationale stringclasses 5
values | engagement_plan stringclasses 364
values | post_trade_esg_score float64 45 88.5 | post_trade_carbon_intensity_tCO2e_per_$M float64 50.4 325 | data_provenance stringclasses 4
values | data_lookback_days int64 30 365 | verification_confidence_1_100 int64 70 99 | advisor_review stringclasses 3
values | audit_log stringclasses 5
values |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SI000201 | 2024-08-01 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 82.1 | 2 | 192.9 | Industrials:18.0;Comm:20.8;Consumer:18.0;Materials:21.9;Financials:21.2 | ThermalCoal:5.0%;Tobacco:5.0%;Weapons:5.0%;PalmOil:0.5% | 0 | null | CarbonCap | Carbon>100.0 | SPYX;ESGD;CRBN | 26 | Replace | Reduce carbon intensity | null | 83 | 169.2 | VendorC | 255 | 75 | SuggestedEdits | Vendor data cross-checked |
SI000202 | 2025-06-23 | UK | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 49.1 | 5 | 251.1 | Financials:26.1;Materials:26.0;Health:20.2;Utilities:7.2;RealEstate:20.5 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | DSI;ESGU | 13 | Underweight | Reduce carbon intensity | null | 49.3 | 238.9 | Internal | 172 | 94 | null | Vendor data cross-checked |
SI000203 | 2025-07-30 | AU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 68.6 | 0 | 227.9 | Energy:15.5;Tech:28.7;Financials:25.3;Consumer:30.5 | ThermalCoal:5.0%;Weapons:0.5% | 1 | NEM | ScreenHits | Thermal coal revenue exposure;Weapons revenue exposure | CRBN | 25 | Divest | Screen breach remediation | null | 69.7 | 213.6 | VendorA | 106 | 82 | SuggestedEdits | Policy reviewed by compliance |
SI000204 | 2024-11-16 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 61.2 | 0 | 178.4 | Comm:20.1;Utilities:11.3;Consumer:11.6;Materials:11.6;Industrials:28.7;Tech:16.8 | Tobacco:1.0% | 0 | null | ScreenHits | ESG<65;Tobacco revenue exposure | GRNB;DSI | 31 | Underweight | Screen breach remediation | null | 63 | 156.9 | VendorB | 321 | 71 | Approved | Client mandate confirmed at onboarding |
SI000205 | 2025-11-06 | UK | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 73.6 | 4 | 267 | Materials:18.4;Financials:22.4;Energy:30.6;Industrials:28.6 | null | 4 | BTI;ADM;AAPL;NEM | CarbonCap | Carbon>150.0 | ESGU;USXF;XESG | 23 | Underweight | Reduce carbon intensity | null | 76.2 | 253.7 | VendorA | 65 | 84 | null | Policy reviewed by compliance |
SI000206 | 2025-10-05 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 63.3 | 1 | 192.8 | Financials:15.8;Comm:18.6;Tech:8.7;Industrials:12.7;Energy:12.1;Consumer:13.1;Utilities:18.9 | Weapons:0.5% | 0 | null | CarbonCap | Carbon>100.0 | GRNB | 24 | Replace | Reduce carbon intensity | null | 67.1 | 172.3 | VendorB | 43 | 91 | null | Weekly ESG data refresh applied |
SI000207 | 2025-11-14 | SG | ESGScore>=65;NoTobacco;NoPalmOil | 45.7 | 1 | 224.2 | Utilities:13.7;Energy:20.6;Consumer:17.6;Comm:17.4;Health:12.5;Financials:18.3 | Weapons:2.5% | 2 | RIO;SHEL | ESGFloor | ESG<65 | LOWC;ESGE | 35 | Replace | Raise portfolio ESG score | null | 48.4 | 190.8 | VendorB | 344 | 86 | Approved | Policy reviewed by compliance |
SI000208 | 2024-10-02 | CA | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 69.6 | 2 | 176 | Energy:20.0;Utilities:14.1;Industrials:20.9;Materials:22.6;Health:8.8;Tech:13.6 | Tobacco:0.5% | 2 | RTX;PM | null | null | null | 17 | Defer | Within mandate; monitor | null | 69.7 | 169.9 | VendorB | 105 | 90 | null | Exception documented and approved |
SI000209 | 2024-11-27 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 80.5 | 0 | 156.8 | Energy:18.5;Financials:17.1;Comm:14.1;Tech:33.4;Utilities:16.9 | Tobacco:2.5%;PalmOil:5.0% | 0 | null | CarbonCap | Carbon>150.0 | GRNB;ESGU | 35 | Engage | Reduce carbon intensity | Set KPI targets;File shareholder proposal;Send engagement letter;Escalate to vote | 83.1 | 147.2 | VendorC | 83 | 78 | Approved | Weekly ESG data refresh applied |
SI000210 | 2025-04-16 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 52.1 | 5 | 234.9 | Industrials:19.9;Comm:23.1;Health:8.0;Tech:18.3;Consumer:30.7 | null | 1 | BTI | Controversy | ESG score below ESGOnly baseline;Controversy>3 | GRNB;SUSA;DSI | 27 | Divest | Manage controversy risk | null | 56 | 238.5 | VendorC | 51 | 73 | Approved | Weekly ESG data refresh applied |
SI000211 | 2025-10-18 | UK | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 77.4 | 2 | 76 | Utilities:20.1;Financials:19.4;Materials:12.9;Health:11.7;Energy:6.0;Industrials:9.2;Consumer:20.6 | null | 0 | null | null | null | null | 13 | Defer | Within mandate; monitor | null | 78.2 | 74.4 | Internal | 145 | 99 | Approved | Weekly ESG data refresh applied |
SI000212 | 2025-04-07 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 62 | 2 | 190.7 | Industrials:21.1;Utilities:22.1;RealEstate:22.3;Materials:34.4 | null | 0 | null | CarbonCap | Carbon>150.0 | SUSA | 13 | Underweight | Reduce carbon intensity | null | 65.6 | 164.2 | VendorC | 114 | 89 | null | Policy reviewed by compliance |
SI000213 | 2025-10-16 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 77.5 | 2 | 124.1 | Financials:10.1;Utilities:18.0;Tech:22.6;Energy:21.4;RealEstate:9.8;Consumer:18.2 | null | 0 | null | null | null | null | 9 | Defer | Within mandate; monitor | null | 77.9 | 121.1 | Internal | 103 | 92 | null | Weekly ESG data refresh applied |
SI000214 | 2025-01-26 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 57.2 | 5 | 145.5 | Industrials:14.5;Energy:12.6;Consumer:6.5;Financials:23.9;Materials:17.1;Health:25.3 | PalmOil:10.0% | 0 | null | null | null | null | 4 | Defer | Within mandate; monitor | null | 57.6 | 143.1 | VendorB | 321 | 72 | null | Exception documented and approved |
SI000215 | 2025-02-07 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 57.3 | 2 | 310.9 | Health:30.6;Financials:11.5;Utilities:27.5;RealEstate:16.8;Energy:13.6 | Tobacco:2.5%;PalmOil:5.0% | 1 | MO | ScreenHits | Tobacco revenue exposure | ESGD;SPYX;XESG | 24 | Replace | Screen breach remediation | null | 58.1 | 270.9 | Internal | 267 | 86 | null | Weekly ESG data refresh applied |
SI000216 | 2024-07-23 | US | ESGScore>=65;NoTobacco;NoPalmOil | 77.1 | 4 | 239.8 | Industrials:15.7;Tech:6.8;Consumer:12.7;Financials:26.6;Comm:10.8;Utilities:8.8;Materials:18.6 | Tobacco:0.5%;Weapons:2.5% | 0 | null | ScreenHits | Tobacco revenue exposure | XESG | 22 | Divest | Screen breach remediation | null | 80.3 | 218.8 | VendorA | 170 | 87 | Approved | Vendor data cross-checked |
SI000217 | 2024-10-26 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 62.1 | 0 | 145.6 | Comm:33.6;Industrials:20.0;Materials:14.3;Health:32.1 | null | 2 | SHEL;BTI | null | null | null | 14 | Defer | Within mandate; monitor | null | 63.1 | 139.7 | Internal | 198 | 95 | Approved | Client mandate confirmed at onboarding |
SI000218 | 2024-09-19 | SG | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 77.3 | 5 | 135.3 | Utilities:27.5;Financials:12.2;Industrials:8.0;Consumer:20.3;Materials:23.7;Energy:8.3 | Tobacco:10.0% | 0 | null | null | null | null | 15 | Defer | Within mandate; monitor | null | 77.5 | 134.3 | VendorA | 348 | 73 | null | Policy reviewed by compliance |
SI000219 | 2025-12-02 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 82.7 | 4 | 163.9 | Materials:28.2;Utilities:27.9;Health:15.8;Industrials:28.1 | Weapons:2.5% | 1 | MO | CarbonCap | Controversy>2;Carbon>100.0 | ESGU;CRBN | 13 | Underweight | Reduce carbon intensity | null | 84 | 146.5 | Internal | 355 | 76 | null | Policy reviewed by compliance |
SI000220 | 2025-10-10 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 82.2 | 5 | 268.7 | Materials:30.5;Energy:18.0;Health:23.0;Consumer:28.5 | Tobacco:0.5%;Weapons:5.0% | 0 | null | ScreenHits | Controversy>3;Weapons revenue exposure | XESG;SPYX | 23 | Replace | Screen breach remediation | null | 83.9 | 245.1 | Internal | 178 | 74 | null | Vendor data cross-checked |
SI000221 | 2025-04-24 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 61.7 | 4 | 63.6 | Materials:34.3;Comm:34.8;Consumer:13.2;Health:17.7 | Weapons:0.5% | 1 | AAPL | ScreenHits | Controversy>3;Weapons revenue exposure | USXF | 35 | Divest | Screen breach remediation | null | 65.4 | 60.6 | VendorB | 339 | 78 | Approved | Policy reviewed by compliance |
SI000222 | 2025-07-02 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 64.8 | 5 | 154.7 | Health:18.4;Energy:9.4;Utilities:25.8;Financials:11.1;Tech:35.2 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | USXF;SUSA;GRNB | 28 | Engage | Reduce carbon intensity | Quarterly check-ins;Request disclosure improvement;Set KPI targets;File shareholder proposal | 68.7 | 129.7 | VendorA | 87 | 82 | null | Vendor data cross-checked |
SI000223 | 2024-09-27 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 55.5 | 1 | 135.3 | Materials:14.6;Tech:6.3;Financials:16.6;Comm:19.5;Utilities:23.1;RealEstate:19.8 | null | 0 | null | null | null | null | 13 | Defer | Within mandate; monitor | null | 56.9 | 136.6 | VendorA | 178 | 76 | Approved | Vendor data cross-checked |
SI000224 | 2025-09-28 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 47.4 | 1 | 72.1 | Industrials:23.2;Energy:8.7;Tech:14.4;RealEstate:5.7;Health:22.3;Utilities:10.7;Financials:15.0 | null | 0 | null | ESGFloor | ESG<65 | GRNB | 9 | Replace | Raise portfolio ESG score | null | 49.7 | 69.2 | Internal | 321 | 92 | null | Exception documented and approved |
SI000225 | 2025-02-06 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 59.8 | 0 | 197.5 | Utilities:13.0;Consumer:33.1;Energy:14.7;Materials:39.2 | Weapons:0.5% | 0 | null | ScreenHits | Weapons revenue exposure | ESGU;XESG;SUSA | 21 | Divest | Screen breach remediation | null | 62.4 | 176.4 | VendorC | 238 | 72 | SuggestedEdits | Exception documented and approved |
SI000226 | 2025-08-29 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 72.5 | 0 | 84.7 | Consumer:27.3;Comm:22.5;Industrials:22.1;RealEstate:28.1 | null | 0 | null | null | null | null | 4 | Defer | Within mandate; monitor | null | 73.5 | 83.8 | VendorA | 72 | 81 | null | Weekly ESG data refresh applied |
SI000227 | 2025-06-09 | UK | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 46 | 0 | 80.3 | RealEstate:23.3;Consumer:15.2;Comm:13.9;Utilities:23.0;Health:24.6 | null | 0 | null | ESGFloor | ESG score below ESGOnly baseline | ESGU;XESG;SPYX | 14 | Engage | Raise portfolio ESG score | Request disclosure improvement;Set KPI targets;Send engagement letter;Escalate to vote | 46.4 | 76.9 | VendorC | 355 | 85 | null | Weekly ESG data refresh applied |
SI000228 | 2025-05-12 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 49.4 | 0 | 274.4 | Industrials:38.9;Consumer:10.8;Health:33.0;Financials:17.2 | Weapons:0.5% | 3 | RTX;META;BN | ScreenHits | Weapons revenue exposure | LOWC | 19 | Divest | Screen breach remediation | null | 49.7 | 237.1 | VendorA | 297 | 84 | null | Exception documented and approved |
SI000229 | 2025-08-05 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 52.2 | 3 | 122.4 | Consumer:21.1;Tech:13.9;RealEstate:21.8;Industrials:43.2 | Tobacco:0.5% | 3 | MO;RIO;BHP | ScreenHits | ESG score below ESGOnly baseline;Tobacco revenue exposure | ESGE | 33 | Underweight | Screen breach remediation | null | 55.3 | 107.1 | VendorC | 306 | 98 | null | Client mandate confirmed at onboarding |
SI000230 | 2024-10-01 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 57.5 | 1 | 208.9 | Utilities:14.0;Tech:24.4;Consumer:8.6;Financials:12.0;Materials:21.1;Health:12.9;Industrials:6.8 | Tobacco:10.0%;PalmOil:0.5% | 0 | null | CarbonCap | Carbon>100.0 | SUSA;USXF;ESGE | 28 | Replace | Reduce carbon intensity | null | 58.7 | 186.5 | Internal | 228 | 71 | null | Exception documented and approved |
SI000231 | 2024-08-11 | US | ESGScore>=65;NoTobacco;NoPalmOil | 68 | 3 | 140.1 | Comm:25.3;Energy:11.1;Materials:19.5;Tech:44.1 | Weapons:2.5%;PalmOil:15.0% | 0 | null | null | null | null | 15 | Defer | Within mandate; monitor | null | 67.8 | 142.5 | VendorA | 268 | 91 | null | Policy reviewed by compliance |
SI000232 | 2025-12-19 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 49.6 | 5 | 80.7 | Materials:22.6;RealEstate:23.0;Financials:21.1;Tech:15.0;Comm:18.3 | Tobacco:2.5% | 1 | BA | ScreenHits | ESG score below ESGOnly baseline;Controversy>3;Tobacco revenue exposure | XESG;SUSA | 26 | Divest | Screen breach remediation | null | 50.5 | 76.6 | VendorC | 94 | 99 | null | Exception documented and approved |
SI000233 | 2025-11-16 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 70.7 | 2 | 229.6 | Utilities:34.9;Consumer:11.5;Industrials:12.6;Health:41.0 | null | 2 | RIO;BA | CarbonCap | Carbon>150.0 | SPYX;ESGD;GRNB | 16 | Replace | Reduce carbon intensity | null | 74.3 | 197.1 | VendorC | 292 | 98 | null | Weekly ESG data refresh applied |
SI000234 | 2025-03-12 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 84.3 | 0 | 261.1 | Comm:9.2;Tech:16.1;Materials:23.8;Financials:13.6;RealEstate:10.2;Consumer:27.2 | null | 0 | null | CarbonCap | Carbon>150.0 | ESGE;USXF;SUSA | 11 | Replace | Reduce carbon intensity | null | 86.1 | 231.1 | VendorA | 274 | 75 | Approved | Vendor data cross-checked |
SI000235 | 2025-04-12 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 81.4 | 0 | 81.1 | Industrials:9.4;Tech:17.4;Comm:24.2;Utilities:19.6;Consumer:16.1;Energy:13.2 | ThermalCoal:0.5% | 1 | MSFT | ScreenHits | Thermal coal revenue exposure | SUSA | 24 | Replace | Screen breach remediation | null | 83.7 | 75.4 | Internal | 254 | 90 | SuggestedEdits | Vendor data cross-checked |
SI000236 | 2024-09-20 | US | ESGScore>=65;NoTobacco;NoPalmOil | 55.8 | 1 | 224.3 | Materials:11.8;Energy:28.9;Utilities:17.8;Health:25.7;Consumer:15.8 | ThermalCoal:2.5%;Weapons:0.5% | 0 | null | ESGFloor | ESG<65 | SPYX | 27 | Replace | Raise portfolio ESG score | null | 57.9 | 184 | VendorC | 266 | 82 | null | Policy reviewed by compliance |
SI000237 | 2025-04-25 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 81.5 | 3 | 267.4 | Industrials:10.0;Utilities:19.1;Materials:19.7;Energy:17.9;Consumer:33.4 | Weapons:0.5% | 2 | LMT;BA | ScreenHits | Carbon>150.0;Weapons revenue exposure | GRNB;ESGE;ESGU | 10 | Replace | Screen breach remediation | null | 81.6 | 233 | VendorB | 207 | 87 | null | Policy reviewed by compliance |
SI000238 | 2025-07-13 | AU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 70.8 | 4 | 113.9 | Consumer:10.9;Comm:24.3;Materials:32.5;Industrials:32.3 | Tobacco:1.0%;Weapons:0.5%;PalmOil:0.5% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | DSI;LOWC;ESGE | 25 | Replace | Reduce carbon intensity | null | 74.2 | 98.1 | VendorC | 88 | 83 | Approved | Weekly ESG data refresh applied |
SI000239 | 2025-09-22 | CA | ESGScore>=65;NoTobacco;NoPalmOil | 83.6 | 2 | 213 | Industrials:24.3;Comm:24.5;Health:25.4;Utilities:11.1;Materials:14.7 | ThermalCoal:1.0% | 1 | MSFT | null | null | null | 11 | Defer | Within mandate; monitor | null | 84.1 | 208.5 | VendorA | 338 | 82 | Approved | Vendor data cross-checked |
SI000240 | 2025-09-17 | UK | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 56.3 | 0 | 184.1 | Consumer:10.6;Tech:12.3;Health:18.8;Financials:17.5;Utilities:14.7;Industrials:19.3;Energy:6.9 | null | 3 | RTX;BA;XOM | null | null | null | 6 | Defer | Within mandate; monitor | null | 56.1 | 175.6 | VendorC | 106 | 89 | Approved | Vendor data cross-checked |
SI000241 | 2025-09-11 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 69.8 | 3 | 293 | Industrials:11.2;Materials:26.8;Tech:18.5;Comm:14.6;Utilities:21.4;Consumer:7.5 | null | 0 | null | null | null | null | 8 | Defer | Within mandate; monitor | null | 69.9 | 285.1 | VendorB | 77 | 90 | null | Policy reviewed by compliance |
SI000242 | 2025-07-04 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 79.8 | 1 | 199.9 | Materials:16.6;Energy:5.1;Financials:13.7;Consumer:21.8;RealEstate:20.9;Tech:8.3;Industrials:13.7 | null | 0 | null | null | null | null | 9 | Defer | Within mandate; monitor | null | 80.8 | 202.4 | VendorB | 112 | 92 | null | Exception documented and approved |
SI000243 | 2025-06-04 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 62.1 | 3 | 110.4 | Energy:14.8;Consumer:27.4;RealEstate:24.3;Financials:33.6 | Weapons:10.0% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | ESGD;SUSA;XESG | 21 | Underweight | Reduce carbon intensity | null | 63.6 | 97.6 | VendorB | 51 | 85 | SuggestedEdits | Exception documented and approved |
SI000244 | 2024-08-06 | CA | ESGScore>=65;NoTobacco;NoPalmOil | 63.3 | 4 | 78.9 | Utilities:27.6;Tech:16.8;Energy:19.7;Industrials:35.8 | Weapons:10.0% | 3 | BTI;ADM;XOM | ESGFloor | ESG<65 | USXF | 16 | Replace | Raise portfolio ESG score | null | 64.7 | 66 | VendorC | 354 | 91 | Approved | Weekly ESG data refresh applied |
SI000245 | 2024-08-01 | SG | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 73.4 | 4 | 202.2 | Industrials:26.3;Tech:13.3;Energy:11.4;Materials:21.8;Health:27.2 | Weapons:5.0% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | GRNB | 29 | Replace | Reduce carbon intensity | null | 75.3 | 184.8 | VendorC | 42 | 97 | Rejected | Policy reviewed by compliance |
SI000246 | 2024-08-20 | SG | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 52.7 | 0 | 213.8 | Materials:18.2;Financials:27.5;Health:31.6;Utilities:22.7 | null | 0 | null | ESGFloor | ESG score below ESGOnly baseline | LOWC | 26 | Replace | Raise portfolio ESG score | null | 54.7 | 185.2 | VendorC | 49 | 83 | null | Weekly ESG data refresh applied |
SI000247 | 2025-09-09 | US | ESGScore>=65;NoTobacco;NoPalmOil | 58.3 | 5 | 152.8 | Materials:8.5;Energy:32.2;Comm:8.2;Utilities:10.9;RealEstate:18.0;Industrials:22.2 | null | 4 | AAPL;NEM;XOM;META | ESGFloor | ESG<65 | XESG;CRBN | 15 | Underweight | Raise portfolio ESG score | null | 58.3 | 133.8 | VendorC | 38 | 93 | null | Policy reviewed by compliance |
SI000248 | 2024-07-22 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 61.2 | 3 | 277.3 | Consumer:22.5;Materials:9.1;Energy:24.5;Tech:22.2;RealEstate:21.7 | null | 0 | null | CarbonCap | Carbon>150.0 | USXF;SPYX;XESG | 28 | Replace | Reduce carbon intensity | null | 63.7 | 235.7 | VendorC | 155 | 96 | null | Vendor data cross-checked |
SI000249 | 2024-11-03 | CA | ESGScore>=65;NoTobacco;NoPalmOil | 77 | 0 | 215 | Materials:30.7;Industrials:12.2;Consumer:15.9;Financials:41.3 | null | 0 | null | null | null | null | 13 | Defer | Within mandate; monitor | null | 78.2 | 218.5 | VendorA | 332 | 79 | null | Exception documented and approved |
SI000250 | 2024-11-11 | AU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 73.3 | 2 | 228.8 | RealEstate:14.6;Utilities:6.1;Materials:10.6;Consumer:17.0;Tech:18.7;Comm:16.1;Industrials:16.8 | null | 0 | null | null | null | null | 18 | Defer | Within mandate; monitor | null | 73 | 219.3 | VendorA | 70 | 90 | null | Client mandate confirmed at onboarding |
SI000251 | 2024-12-16 | US | ESGScore>=65;NoTobacco;NoPalmOil | 82.1 | 2 | 62.3 | Comm:35.2;Energy:34.4;Health:19.4;RealEstate:10.9 | null | 0 | null | null | null | null | 13 | Defer | Within mandate; monitor | null | 83.2 | 62.8 | Internal | 220 | 87 | null | Exception documented and approved |
SI000252 | 2025-10-06 | CA | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 49.4 | 0 | 174.3 | Industrials:16.7;Energy:14.1;Materials:30.3;Tech:38.9 | ThermalCoal:5.0% | 0 | null | ESGFloor | ESG score below ESGOnly baseline | CRBN;SPYX;USXF | 18 | Engage | Raise portfolio ESG score | Escalate to vote;Send engagement letter | 53.1 | 145 | VendorA | 296 | 90 | null | Vendor data cross-checked |
SI000253 | 2025-07-29 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 67 | 0 | 267.1 | Energy:12.9;Health:20.8;Industrials:18.6;Materials:21.9;RealEstate:20.9;Financials:5.0 | Tobacco:5.0% | 4 | LMT;BN;AAPL;XOM | ScreenHits | Tobacco revenue exposure | GRNB;USXF;SUSA | 9 | Replace | Screen breach remediation | null | 68.6 | 225.7 | Internal | 296 | 71 | null | Weekly ESG data refresh applied |
SI000254 | 2024-11-03 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 80.1 | 3 | 297.9 | Comm:24.9;Financials:13.4;Utilities:18.8;Industrials:14.8;Health:28.2 | ThermalCoal:10.0%;Tobacco:2.5% | 0 | null | ScreenHits | Tobacco revenue exposure | LOWC;ESGD | 34 | Replace | Screen breach remediation | null | 83.9 | 281.2 | VendorB | 82 | 91 | null | Exception documented and approved |
SI000255 | 2025-02-17 | SG | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 64.3 | 3 | 62.2 | Energy:15.7;Comm:16.4;Consumer:18.7;Health:23.5;RealEstate:25.6 | PalmOil:2.5% | 2 | PM;TSLA | Controversy | Controversy>2 | ESGE | 14 | Underweight | Manage controversy risk | null | 66.6 | 61.6 | VendorB | 118 | 95 | SuggestedEdits | Vendor data cross-checked |
SI000256 | 2025-04-11 | CA | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 79.5 | 0 | 270.1 | Consumer:19.0;Materials:18.7;Utilities:16.6;Energy:7.6;Comm:16.3;Financials:8.9;Tech:13.0 | null | 2 | MSFT;META | CarbonCap | Carbon>150.0 | USXF | 20 | Replace | Reduce carbon intensity | null | 81.8 | 221.6 | VendorC | 54 | 96 | null | Client mandate confirmed at onboarding |
SI000257 | 2024-09-22 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 75.5 | 2 | 307.3 | Energy:38.1;Materials:27.0;Consumer:24.7;RealEstate:10.2 | null | 2 | ADM;RTX | null | null | null | 2 | Defer | Within mandate; monitor | null | 75.6 | 312.4 | VendorA | 339 | 88 | null | Exception documented and approved |
SI000258 | 2024-07-29 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 68.1 | 1 | 286.5 | Financials:11.8;Comm:21.1;Industrials:14.3;Tech:17.9;Energy:11.0;Utilities:12.9;RealEstate:11.0 | null | 1 | XOM | CarbonCap | Carbon>150.0 | ESGU;SUSA;USXF | 18 | Underweight | Reduce carbon intensity | null | 68.3 | 253.3 | Internal | 128 | 96 | null | Vendor data cross-checked |
SI000259 | 2025-12-18 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 67.1 | 1 | 65.4 | Health:21.4;Consumer:10.0;Comm:21.2;Industrials:17.9;RealEstate:12.1;Energy:17.4 | Weapons:10.0% | 2 | AAPL;ADM | ScreenHits | Weapons revenue exposure | DSI;LOWC | 26 | Replace | Screen breach remediation | null | 67.6 | 54.2 | VendorA | 145 | 86 | SuggestedEdits | Vendor data cross-checked |
SI000260 | 2025-09-07 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 61.3 | 3 | 99.5 | Comm:20.9;Financials:24.5;Industrials:23.9;Health:22.4;Consumer:8.3 | Weapons:10.0% | 0 | null | ESGFloor | ESG<65 | DSI;ESGD | 22 | Replace | Raise portfolio ESG score | null | 63.9 | 92.2 | VendorB | 79 | 91 | Approved | Exception documented and approved |
SI000261 | 2025-07-03 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 48.9 | 5 | 227.2 | Financials:21.4;Consumer:5.3;Industrials:7.0;Utilities:9.6;Comm:25.1;Tech:23.2;Health:8.4 | ThermalCoal:2.5% | 0 | null | ScreenHits | Carbon>150.0;Thermal coal revenue exposure | DSI | 15 | Replace | Screen breach remediation | null | 50.6 | 207.3 | VendorB | 88 | 83 | SuggestedEdits | Client mandate confirmed at onboarding |
SI000262 | 2025-03-17 | US | ESGScore>=65;NoTobacco;NoPalmOil | 51.9 | 2 | 124 | Materials:16.7;Utilities:23.5;Comm:6.1;Energy:5.9;Tech:18.0;Consumer:19.9;RealEstate:9.9 | null | 2 | LMT;MSFT | ESGFloor | ESG<65 | SPYX;CRBN;LOWC | 22 | Underweight | Raise portfolio ESG score | null | 55.7 | 112.7 | VendorC | 326 | 96 | null | Vendor data cross-checked |
SI000263 | 2025-02-03 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 67.2 | 3 | 121.1 | Health:11.9;Materials:13.0;Consumer:17.6;Tech:10.1;Industrials:15.5;Energy:31.8 | ThermalCoal:0.5%;PalmOil:2.5% | 0 | null | ScreenHits | Thermal coal revenue exposure | LOWC;DSI | 19 | Replace | Screen breach remediation | null | 68.9 | 104.7 | Internal | 46 | 81 | Rejected | Client mandate confirmed at onboarding |
SI000264 | 2025-01-13 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 75.2 | 2 | 256.3 | Health:30.3;RealEstate:24.1;Consumer:11.4;Utilities:34.1 | null | 0 | null | CarbonCap | Carbon>150.0 | ESGE;SUSA;XESG | 24 | Engage | Reduce carbon intensity | Request disclosure improvement;Quarterly check-ins;Send engagement letter;File shareholder proposal | 75.2 | 222 | Internal | 159 | 93 | null | Weekly ESG data refresh applied |
SI000265 | 2024-09-22 | AU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 66.5 | 3 | 234.5 | RealEstate:20.5;Tech:40.0;Industrials:11.1;Financials:28.4 | null | 0 | null | null | null | null | 3 | Defer | Within mandate; monitor | null | 67.9 | 224.9 | VendorC | 103 | 76 | null | Client mandate confirmed at onboarding |
SI000266 | 2024-07-11 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 55.2 | 5 | 237.5 | Energy:17.9;Industrials:12.5;Financials:8.6;Materials:15.6;RealEstate:13.2;Comm:17.9;Consumer:14.2 | Tobacco:2.5%;Weapons:2.5% | 1 | LMT | ScreenHits | Controversy>3;Weapons revenue exposure;Tobacco revenue exposure | DSI;SUSA | 26 | Replace | Screen breach remediation | null | 56.7 | 211.2 | VendorC | 191 | 89 | Approved | Client mandate confirmed at onboarding |
SI000267 | 2024-07-28 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 78.2 | 3 | 305.3 | Industrials:21.4;Comm:26.7;Tech:12.9;Health:23.5;Utilities:15.4 | Tobacco:1.0% | 0 | null | null | null | null | 11 | Defer | Within mandate; monitor | null | 78.5 | 298.4 | VendorB | 69 | 82 | null | Weekly ESG data refresh applied |
SI000268 | 2025-07-11 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 80.8 | 0 | 243.2 | Financials:10.7;Consumer:38.3;Utilities:30.1;Tech:20.9 | Weapons:0.5% | 0 | null | ScreenHits | Weapons revenue exposure | CRBN;GRNB | 29 | Divest | Screen breach remediation | null | 83.4 | 211.4 | VendorB | 300 | 98 | SuggestedEdits | Weekly ESG data refresh applied |
SI000269 | 2024-07-24 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 78.3 | 1 | 72.7 | Financials:31.6;RealEstate:34.6;Tech:21.5;Industrials:12.4 | null | 0 | null | null | null | null | 5 | Defer | Within mandate; monitor | null | 77.8 | 70.3 | Internal | 337 | 85 | null | Exception documented and approved |
SI000270 | 2025-07-19 | US | ESGScore>=65;NoTobacco;NoPalmOil | 77.2 | 1 | 91.6 | Comm:19.7;Industrials:29.3;Financials:22.6;Consumer:17.4;RealEstate:11.0 | Weapons:1.0% | 0 | null | null | null | null | 6 | Defer | Within mandate; monitor | null | 77.6 | 89.7 | Internal | 337 | 97 | Approved | Client mandate confirmed at onboarding |
SI000271 | 2025-01-19 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 53.8 | 0 | 303 | Utilities:22.2;Industrials:10.3;Energy:18.0;Comm:24.9;Health:24.6 | Tobacco:1.0% | 0 | null | ScreenHits | ESG score below ESGOnly baseline;Tobacco revenue exposure | CRBN;XESG;SPYX | 29 | Underweight | Screen breach remediation | null | 57.8 | 274.3 | Internal | 337 | 89 | SuggestedEdits | Client mandate confirmed at onboarding |
SI000272 | 2025-02-12 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 48.6 | 2 | 81.9 | Industrials:9.7;Consumer:38.1;Comm:37.1;Materials:15.1 | null | 2 | MO;META | null | null | null | 12 | Defer | Within mandate; monitor | null | 48.6 | 79.6 | VendorB | 318 | 76 | Approved | Weekly ESG data refresh applied |
SI000273 | 2025-07-27 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 63.9 | 3 | 100.2 | Consumer:33.2;Industrials:14.4;Comm:40.1;Tech:12.3 | Weapons:0.5%;PalmOil:1.0% | 2 | PM;BHP | CarbonCap | Controversy>2;Carbon>100.0 | ESGD;CRBN | 19 | Replace | Reduce carbon intensity | null | 64.2 | 94.4 | VendorB | 38 | 95 | null | Exception documented and approved |
SI000274 | 2024-10-25 | US | ESGScore>=65;NoTobacco;NoPalmOil | 81.4 | 0 | 229 | RealEstate:34.5;Health:19.5;Industrials:36.9;Materials:9.1 | Weapons:2.5% | 1 | META | null | null | null | 11 | Defer | Within mandate; monitor | null | 82.2 | 217.8 | VendorB | 283 | 86 | null | Client mandate confirmed at onboarding |
SI000275 | 2025-05-31 | UK | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 60.9 | 0 | 84.4 | Industrials:9.7;RealEstate:11.3;Health:15.4;Utilities:15.7;Financials:19.4;Materials:19.1;Tech:9.4 | PalmOil:1.0% | 0 | null | null | null | null | 13 | Defer | Within mandate; monitor | null | 61.3 | 83 | VendorC | 265 | 72 | null | Policy reviewed by compliance |
SI000276 | 2025-12-17 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 81.7 | 5 | 138.2 | Comm:18.5;Consumer:24.7;Utilities:8.8;Materials:25.1;RealEstate:22.9 | null | 0 | null | null | null | null | 5 | Defer | Within mandate; monitor | null | 82.1 | 134.9 | VendorA | 134 | 95 | null | Exception documented and approved |
SI000277 | 2024-08-25 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 55.7 | 0 | 266.1 | Tech:28.1;Consumer:25.0;Utilities:10.5;Industrials:22.0;RealEstate:14.4 | null | 0 | null | null | null | null | 15 | Defer | Within mandate; monitor | null | 57 | 262.8 | VendorC | 279 | 95 | Approved | Client mandate confirmed at onboarding |
SI000278 | 2025-12-04 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 45 | 4 | 177.6 | Energy:21.4;Utilities:8.1;Health:23.2;Consumer:18.8;Tech:10.3;Industrials:18.2 | ThermalCoal:0.5%;Tobacco:1.0% | 1 | ADM | ScreenHits | Controversy>3;Thermal coal revenue exposure | ESGU;XESG;GRNB | 31 | Replace | Screen breach remediation | null | 47.3 | 168.4 | VendorB | 234 | 89 | SuggestedEdits | Exception documented and approved |
SI000279 | 2024-09-03 | CA | ESGScore>=65;NoTobacco;NoPalmOil | 61.4 | 2 | 137.4 | Financials:22.4;Utilities:20.6;Comm:11.3;Energy:5.4;Consumer:17.7;Tech:22.7 | null | 0 | null | ESGFloor | ESG<65 | LOWC | 33 | Engage | Raise portfolio ESG score | Quarterly check-ins;Set KPI targets | 61.6 | 115.9 | VendorC | 240 | 79 | Approved | Exception documented and approved |
SI000280 | 2024-11-25 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 75.4 | 4 | 164.9 | Utilities:9.9;RealEstate:7.3;Materials:17.7;Comm:12.0;Tech:24.1;Health:29.0 | ThermalCoal:5.0%;Weapons:1.0% | 0 | null | ScreenHits | Controversy>3;Weapons revenue exposure | ESGD | 28 | Replace | Screen breach remediation | null | 78.2 | 148.1 | VendorA | 266 | 83 | SuggestedEdits | Policy reviewed by compliance |
SI000281 | 2025-11-21 | AU | ESGScore>=65;NoTobacco;NoPalmOil | 50.7 | 4 | 73.6 | Industrials:8.1;Tech:10.3;Utilities:32.9;Comm:20.9;RealEstate:27.8 | Weapons:0.5% | 0 | null | ESGFloor | ESG<65 | USXF;SUSA | 19 | Engage | Raise portfolio ESG score | Escalate to vote;Set KPI targets;Quarterly check-ins;Request disclosure improvement | 54.4 | 69.9 | VendorB | 88 | 72 | SuggestedEdits | Exception documented and approved |
SI000282 | 2025-04-04 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 45.1 | 3 | 116 | Materials:12.2;Health:17.0;Energy:17.1;Consumer:16.7;Financials:12.4;Utilities:14.4;Tech:10.2 | null | 0 | null | null | null | null | 15 | Defer | Within mandate; monitor | null | 46.3 | 117.5 | VendorB | 345 | 90 | null | Exception documented and approved |
SI000283 | 2025-06-30 | AU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 61.8 | 1 | 167.6 | Health:14.3;RealEstate:19.5;Financials:7.9;Utilities:15.2;Materials:13.3;Comm:21.9;Tech:8.0 | Tobacco:0.5% | 1 | SHEL | null | null | null | 2 | Defer | Within mandate; monitor | null | 62.6 | 162.8 | Internal | 173 | 90 | Approved | Vendor data cross-checked |
SI000284 | 2024-12-04 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 54.6 | 2 | 89.4 | Comm:33.8;Utilities:24.1;Health:31.6;Consumer:10.6 | null | 1 | BN | null | null | null | 16 | Defer | Within mandate; monitor | null | 55.8 | 87.9 | Internal | 96 | 75 | null | Client mandate confirmed at onboarding |
SI000285 | 2025-08-08 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 66 | 4 | 180.2 | RealEstate:9.9;Utilities:18.6;Industrials:12.7;Consumer:25.8;Financials:17.5;Energy:15.5 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | CRBN;LOWC | 29 | Replace | Reduce carbon intensity | null | 68.8 | 161.8 | VendorC | 104 | 97 | SuggestedEdits | Client mandate confirmed at onboarding |
SI000286 | 2025-11-11 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 69.5 | 4 | 252.8 | RealEstate:6.7;Tech:19.1;Industrials:17.9;Comm:26.3;Utilities:6.9;Financials:8.3;Energy:14.7 | PalmOil:0.5% | 2 | MO;ADM | null | null | null | 18 | Defer | Within mandate; monitor | null | 70.8 | 250.5 | VendorA | 344 | 87 | null | Vendor data cross-checked |
SI000287 | 2025-06-12 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 81.8 | 2 | 263.2 | Comm:5.0;RealEstate:24.1;Financials:18.7;Tech:9.6;Energy:15.5;Health:10.5;Industrials:16.6 | null | 0 | null | null | null | null | 2 | Defer | Within mandate; monitor | null | 82 | 265 | VendorC | 263 | 93 | null | Vendor data cross-checked |
SI000288 | 2025-11-02 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 61.2 | 1 | 60.9 | Consumer:9.4;RealEstate:19.8;Materials:22.9;Energy:21.6;Health:26.3 | null | 4 | BHP;MO;SHEL;BTI | null | null | null | 6 | Defer | Within mandate; monitor | null | 62.5 | 61.3 | VendorC | 122 | 81 | null | Weekly ESG data refresh applied |
SI000289 | 2025-03-31 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 60.6 | 0 | 121.1 | Tech:23.3;Energy:18.2;Health:19.0;Consumer:10.3;Materials:9.3;RealEstate:19.9 | null | 0 | null | null | null | null | 3 | Defer | Within mandate; monitor | null | 60.9 | 118.1 | VendorB | 322 | 76 | null | Weekly ESG data refresh applied |
SI000290 | 2025-02-18 | UK | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 58.6 | 5 | 240.1 | Utilities:6.9;Tech:29.2;Industrials:26.4;Energy:25.9;Materials:11.6 | PalmOil:1.0% | 0 | null | CarbonCap | Carbon>150.0 | LOWC;SUSA | 26 | Replace | Reduce carbon intensity | null | 61.2 | 207.9 | VendorC | 195 | 90 | SuggestedEdits | Weekly ESG data refresh applied |
SI000291 | 2024-09-13 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 67.5 | 1 | 299.4 | Utilities:11.8;Consumer:22.8;Materials:27.1;Industrials:11.1;Financials:27.2 | null | 1 | MO | null | null | null | 2 | Defer | Within mandate; monitor | null | 67.9 | 290.1 | Internal | 202 | 96 | null | Client mandate confirmed at onboarding |
SI000292 | 2025-08-17 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 58.7 | 5 | 87.7 | Energy:20.2;RealEstate:9.2;Consumer:16.5;Financials:8.7;Utilities:23.0;Tech:15.2;Industrials:7.3 | Tobacco:1.0%;PalmOil:0.5% | 2 | META;LMT | Controversy | Controversy>2 | CRBN | 17 | Underweight | Manage controversy risk | null | 60.2 | 84.7 | VendorC | 178 | 70 | Approved | Client mandate confirmed at onboarding |
SI000293 | 2025-02-20 | AU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 84.1 | 2 | 255.4 | Comm:27.4;RealEstate:18.9;Materials:26.7;Consumer:27.0 | null | 0 | null | null | null | null | 3 | Defer | Within mandate; monitor | null | 84.1 | 255.2 | Internal | 30 | 89 | null | Weekly ESG data refresh applied |
SI000294 | 2024-07-27 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 74.6 | 3 | 248.2 | Materials:18.2;Industrials:14.7;Tech:10.1;Financials:6.1;Health:10.1;Energy:18.0;Utilities:22.8 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | ESGD | 21 | Underweight | Reduce carbon intensity | null | 76.9 | 212.3 | VendorB | 314 | 73 | Approved | Vendor data cross-checked |
SI000295 | 2025-11-03 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 48.8 | 0 | 71.1 | Energy:32.2;Materials:35.0;RealEstate:18.1;Tech:14.7 | PalmOil:1.0% | 0 | null | null | null | null | 11 | Defer | Within mandate; monitor | null | 49.2 | 70 | VendorA | 156 | 74 | null | Exception documented and approved |
SI000296 | 2025-05-13 | UK | ESGScore>=65;NoTobacco;NoPalmOil | 49.2 | 4 | 253.5 | RealEstate:20.1;Consumer:30.1;Financials:11.7;Industrials:9.7;Materials:28.4 | ThermalCoal:15.0%;PalmOil:1.0% | 1 | RIO | ESGFloor | ESG<65 | DSI;CRBN;LOWC | 15 | Underweight | Raise portfolio ESG score | null | 49.7 | 232.7 | VendorB | 150 | 90 | SuggestedEdits | Policy reviewed by compliance |
SI000297 | 2024-12-08 | AU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 51.6 | 1 | 296.5 | Energy:6.4;Health:18.8;Industrials:17.3;Tech:22.1;Consumer:7.5;Utilities:19.4;Financials:8.3 | null | 2 | SHEL;MO | CarbonCap | Carbon>100.0 | DSI;ESGU;XESG | 38 | Engage | Reduce carbon intensity | Request disclosure improvement;Set KPI targets;Escalate to vote | 54.4 | 258.2 | VendorA | 240 | 99 | Approved | Policy reviewed by compliance |
SI000298 | 2024-08-25 | UK | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 54.9 | 1 | 185 | Consumer:18.6;Financials:15.6;Utilities:13.8;Materials:10.5;Industrials:9.1;Tech:14.9;Comm:17.6 | null | 0 | null | null | null | null | 12 | Defer | Within mandate; monitor | null | 55.9 | 179.9 | VendorB | 184 | 78 | Approved | Policy reviewed by compliance |
SI000299 | 2025-11-08 | US | ESGScore>=65;NoTobacco;NoPalmOil | 72.8 | 5 | 186.1 | Energy:13.6;Financials:14.0;Industrials:11.3;RealEstate:8.4;Utilities:21.3;Health:21.5;Consumer:9.8 | null | 0 | null | null | null | null | 3 | Defer | Within mandate; monitor | null | 72.6 | 187 | Internal | 328 | 84 | null | Weekly ESG data refresh applied |
SI000300 | 2025-09-18 | SG | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 59.7 | 5 | 261.9 | Utilities:14.7;Consumer:20.4;Energy:8.1;RealEstate:15.2;Industrials:13.5;Comm:10.1;Health:18.1 | Tobacco:2.5%;Weapons:2.5%;PalmOil:5.0% | 1 | XOM | CarbonCap | Controversy>2;Carbon>100.0 | ESGD | 20 | Underweight | Reduce carbon intensity | null | 60.9 | 249.2 | Internal | 206 | 88 | Approved | Exception documented and approved |
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