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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SI000301 | 2024-12-30 | UK | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 67.4 | 3 | 296.2 | Comm:11.2;Consumer:21.2;Materials:15.3;Health:23.4;Utilities:15.0;Energy:14.0 | ThermalCoal:0.5% | 4 | MO;BN;RTX;BTI | CarbonCap | Controversy>2;Carbon>100.0 | CRBN;USXF;XESG | 30 | Replace | Reduce carbon intensity | null | 67.8 | 260.2 | VendorB | 101 | 88 | SuggestedEdits | Policy reviewed by compliance |
SI000302 | 2025-12-02 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 58.5 | 1 | 274 | Industrials:9.0;Energy:18.5;Financials:18.9;Comm:19.1;Tech:11.1;Health:23.4 | Weapons:5.0% | 4 | BHP;MO;BA;ADM | ScreenHits | Carbon>150.0;Weapons revenue exposure | LOWC;XESG | 27 | Replace | Screen breach remediation | null | 60.5 | 253.2 | Internal | 360 | 80 | Approved | Client mandate confirmed at onboarding |
SI000303 | 2025-05-14 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 73.7 | 4 | 276.9 | Financials:17.5;Utilities:39.0;RealEstate:23.2;Energy:20.2 | null | 2 | LMT;PM | CarbonCap | Controversy>2;Carbon>100.0 | CRBN;DSI;USXF | 18 | Underweight | Reduce carbon intensity | null | 74 | 259.6 | VendorC | 201 | 74 | null | Policy reviewed by compliance |
SI000304 | 2025-02-20 | US | ESGScore>=65;NoTobacco;NoPalmOil | 65.7 | 2 | 217.9 | Energy:21.1;Utilities:16.3;Comm:21.2;Consumer:8.5;Industrials:23.4;Financials:9.5 | ThermalCoal:1.0%;Weapons:0.5% | 1 | AAPL | null | null | null | 5 | Defer | Within mandate; monitor | null | 66.9 | 211.1 | VendorB | 247 | 78 | Approved | Vendor data cross-checked |
SI000305 | 2025-10-11 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 53.7 | 3 | 239.4 | RealEstate:13.0;Utilities:22.4;Comm:12.9;Health:10.2;Tech:8.8;Industrials:22.3;Financials:10.4 | ThermalCoal:2.5%;Tobacco:0.5% | 0 | null | ScreenHits | ESG score below ESGOnly baseline;Tobacco revenue exposure | ESGE;GRNB | 20 | Replace | Screen breach remediation | null | 56.2 | 224.3 | VendorA | 233 | 90 | null | Policy reviewed by compliance |
SI000306 | 2025-06-19 | UK | ESGScore>=65;NoTobacco;NoPalmOil | 75.2 | 0 | 81.2 | Utilities:18.9;Industrials:5.4;Health:22.3;Materials:21.8;Consumer:12.2;Comm:8.9;Tech:10.6 | Weapons:5.0% | 0 | null | null | null | null | 4 | Defer | Within mandate; monitor | null | 76.2 | 78 | Internal | 160 | 70 | null | Vendor data cross-checked |
SI000307 | 2025-07-23 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 47 | 1 | 178.3 | Tech:19.1;Financials:7.9;Consumer:22.4;Materials:17.4;Industrials:16.3;RealEstate:17.0 | PalmOil:1.0% | 1 | TSLA | null | null | null | 12 | Defer | Within mandate; monitor | null | 46.7 | 177.6 | Internal | 280 | 97 | null | Vendor data cross-checked |
SI000308 | 2024-09-19 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 52.6 | 1 | 133.2 | Materials:13.3;RealEstate:20.9;Comm:8.0;Energy:10.6;Financials:10.3;Industrials:19.4;Tech:17.6 | Weapons:1.0% | 1 | PM | CarbonCap | Carbon>100.0 | DSI;XESG | 32 | Engage | Reduce carbon intensity | Escalate to vote;File shareholder proposal | 55.5 | 120.9 | VendorB | 328 | 88 | null | Exception documented and approved |
SI000309 | 2024-08-08 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 62.5 | 1 | 73.2 | Comm:20.5;Financials:29.6;Health:20.4;Energy:19.7;Utilities:9.9 | null | 2 | BA;META | null | null | null | 3 | Defer | Within mandate; monitor | null | 63.7 | 70.5 | VendorA | 42 | 88 | null | Vendor data cross-checked |
SI000310 | 2025-06-06 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 75.4 | 0 | 273.8 | Tech:23.5;Energy:15.3;Industrials:19.9;RealEstate:20.9;Utilities:11.0;Consumer:9.4 | PalmOil:0.5% | 5 | BN;MO;XOM;RTX;BHP | CarbonCap | Carbon>100.0 | ESGU | 15 | Replace | Reduce carbon intensity | null | 79.4 | 246.6 | VendorC | 240 | 77 | SuggestedEdits | Exception documented and approved |
SI000311 | 2025-01-27 | US | ESGScore>=65;NoTobacco;NoPalmOil | 52.3 | 3 | 225.1 | Tech:27.1;Energy:22.0;Financials:20.6;Comm:22.7;Materials:7.5 | ThermalCoal:1.0% | 1 | RTX | ESGFloor | ESG<65 | CRBN | 29 | Replace | Raise portfolio ESG score | null | 52.3 | 208.9 | VendorC | 218 | 70 | null | Policy reviewed by compliance |
SI000312 | 2025-06-21 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 48.9 | 1 | 165.7 | Consumer:25.0;Materials:33.1;Health:15.9;Utilities:26.0 | Weapons:0.5% | 0 | null | ScreenHits | Weapons revenue exposure | DSI;CRBN;LOWC | 18 | Underweight | Screen breach remediation | null | 50.7 | 140.3 | VendorB | 288 | 87 | SuggestedEdits | Weekly ESG data refresh applied |
SI000313 | 2024-11-07 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 67.6 | 3 | 141.1 | Energy:23.8;Tech:26.3;Financials:8.3;RealEstate:12.6;Industrials:29.0 | ThermalCoal:10.0% | 1 | LMT | ScreenHits | Thermal coal revenue exposure | XESG;DSI;GRNB | 13 | Replace | Screen breach remediation | null | 69.6 | 131.4 | VendorC | 162 | 92 | Approved | Weekly ESG data refresh applied |
SI000314 | 2024-12-12 | UK | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 66.6 | 2 | 95 | Health:13.1;Financials:17.0;Materials:26.6;Utilities:11.5;RealEstate:23.3;Consumer:8.6 | PalmOil:2.5% | 0 | null | null | null | null | 7 | Defer | Within mandate; monitor | null | 67.8 | 90.7 | Internal | 184 | 97 | null | Weekly ESG data refresh applied |
SI000315 | 2024-08-31 | AU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 64.7 | 2 | 278.3 | Energy:11.3;Industrials:17.4;Materials:16.8;Utilities:18.1;Comm:9.1;Health:14.5;Financials:12.6 | null | 0 | null | CarbonCap | Carbon>100.0 | SPYX;ESGU;USXF | 37 | Replace | Reduce carbon intensity | null | 65.5 | 236 | VendorC | 113 | 77 | Approved | Exception documented and approved |
SI000316 | 2024-10-21 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 62.6 | 1 | 97.9 | Comm:16.1;Utilities:12.8;Health:29.8;Tech:21.4;RealEstate:9.9;Materials:9.9 | PalmOil:15.0% | 0 | null | null | null | null | 4 | Defer | Within mandate; monitor | null | 63.9 | 95.4 | Internal | 158 | 70 | null | Vendor data cross-checked |
SI000317 | 2025-05-15 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 72.3 | 5 | 78.7 | Consumer:24.1;Comm:9.2;Utilities:8.9;Energy:29.3;Industrials:28.3 | null | 5 | LMT;SHEL;XOM;BN;BTI | Controversy | Controversy>3 | GRNB;LOWC;SPYX | 18 | Divest | Manage controversy risk | null | 74 | 76.5 | VendorA | 178 | 98 | Approved | Exception documented and approved |
SI000318 | 2025-07-17 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 67.3 | 1 | 264.2 | Materials:15.6;Comm:4.4;RealEstate:20.1;Health:12.6;Financials:16.7;Consumer:19.1;Utilities:11.6 | null | 0 | null | null | null | null | 8 | Defer | Within mandate; monitor | null | 67.5 | 251.1 | VendorB | 204 | 79 | null | Vendor data cross-checked |
SI000319 | 2025-01-03 | UK | ESGScore>=65;NoTobacco;NoPalmOil | 55.7 | 5 | 82.1 | Consumer:16.3;Materials:19.2;Energy:14.3;Tech:15.3;Health:4.7;Industrials:10.4;RealEstate:19.7 | Weapons:2.5% | 2 | PM;ADM | ESGFloor | ESG<65 | ESGD;CRBN;SPYX | 29 | Underweight | Raise portfolio ESG score | null | 57.3 | 68.9 | VendorB | 54 | 74 | null | Exception documented and approved |
SI000320 | 2025-07-12 | US | ESGScore>=65;NoTobacco;NoPalmOil | 46.8 | 3 | 217.6 | Materials:22.9;Energy:17.6;Industrials:30.9;Utilities:28.5 | Tobacco:1.0% | 0 | null | ScreenHits | ESG<65;Tobacco revenue exposure | XESG;SUSA;ESGD | 40 | Underweight | Screen breach remediation | null | 49.7 | 187.3 | Internal | 47 | 95 | null | Vendor data cross-checked |
SI000321 | 2025-10-14 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 72.9 | 2 | 64.1 | Financials:16.1;Materials:24.8;Health:16.3;Industrials:29.9;RealEstate:12.9 | null | 5 | BA;BHP;SHEL;MSFT;RIO | null | null | null | 10 | Defer | Within mandate; monitor | null | 73.2 | 63.3 | VendorA | 248 | 76 | null | Client mandate confirmed at onboarding |
SI000322 | 2025-12-10 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 46.9 | 0 | 231.5 | Financials:19.4;RealEstate:20.0;Utilities:6.9;Industrials:26.9;Comm:12.1;Consumer:14.7 | Weapons:1.0% | 1 | BHP | ScreenHits | Weapons revenue exposure | SPYX;ESGU | 20 | Underweight | Screen breach remediation | null | 48.9 | 193.9 | Internal | 63 | 74 | null | Weekly ESG data refresh applied |
SI000323 | 2025-05-08 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 79.3 | 5 | 128.2 | Financials:5.0;RealEstate:8.6;Tech:18.9;Utilities:15.3;Energy:19.1;Consumer:14.3;Comm:18.8 | ThermalCoal:1.0% | 0 | null | Controversy | Controversy>3 | ESGE;XESG;GRNB | 19 | Divest | Manage controversy risk | null | 80.6 | 126.8 | VendorC | 343 | 99 | null | Weekly ESG data refresh applied |
SI000324 | 2024-10-08 | US | ESGScore>=65;NoTobacco;NoPalmOil | 65.1 | 0 | 102 | Materials:21.9;Energy:17.2;Consumer:18.0;Utilities:13.2;Financials:6.5;Tech:6.2;Industrials:17.0 | null | 0 | null | null | null | null | 16 | Defer | Within mandate; monitor | null | 65.3 | 98 | Internal | 61 | 70 | null | Exception documented and approved |
SI000325 | 2025-10-02 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 69.9 | 0 | 72 | Utilities:5.6;Energy:21.2;Consumer:13.5;Comm:14.0;Industrials:20.6;RealEstate:14.1;Materials:11.1 | ThermalCoal:1.0% | 1 | BHP | ScreenHits | Thermal coal revenue exposure | SUSA | 16 | Divest | Screen breach remediation | null | 72.4 | 68.6 | Internal | 154 | 85 | null | Exception documented and approved |
SI000326 | 2025-02-12 | US | ESGScore>=65;NoTobacco;NoPalmOil | 76.2 | 4 | 166.2 | Energy:14.0;Consumer:39.6;Utilities:13.1;Industrials:33.3 | null | 2 | MO;RIO | null | null | null | 11 | Defer | Within mandate; monitor | null | 76 | 163.1 | VendorB | 345 | 74 | null | Exception documented and approved |
SI000327 | 2025-11-10 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 84 | 2 | 199.9 | Health:8.0;RealEstate:22.5;Financials:7.9;Utilities:25.1;Materials:6.1;Industrials:21.6;Tech:8.9 | null | 1 | PM | null | null | null | 5 | Defer | Within mandate; monitor | null | 84.5 | 192 | Internal | 174 | 93 | Approved | Weekly ESG data refresh applied |
SI000328 | 2025-11-02 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 74.2 | 5 | 242.5 | Consumer:17.2;Tech:15.8;Health:19.1;Financials:4.4;Industrials:18.5;Energy:16.2;Materials:8.8 | Tobacco:5.0% | 0 | null | Controversy | Controversy>3 | ESGD;USXF;ESGE | 33 | Engage | Manage controversy risk | Quarterly check-ins;Request disclosure improvement;Send engagement letter | 74.8 | 236.5 | VendorC | 194 | 73 | Approved | Exception documented and approved |
SI000329 | 2024-07-20 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 72.7 | 5 | 195.4 | Tech:26.7;Comm:24.8;Energy:26.8;Industrials:15.6;Consumer:6.1 | PalmOil:2.5% | 3 | BN;MO;BHP | Controversy | Controversy>3 | LOWC;SUSA | 21 | Underweight | Manage controversy risk | null | 76.2 | 198.3 | VendorB | 79 | 86 | null | Client mandate confirmed at onboarding |
SI000330 | 2025-03-04 | UK | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 61.3 | 0 | 75.6 | Tech:20.1;RealEstate:11.0;Utilities:12.0;Comm:10.2;Health:14.4;Energy:15.8;Materials:16.6 | null | 1 | RTX | null | null | null | 5 | Defer | Within mandate; monitor | null | 61.8 | 75.7 | VendorA | 75 | 94 | null | Weekly ESG data refresh applied |
SI000331 | 2025-03-15 | SG | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 67.9 | 2 | 199.3 | RealEstate:7.9;Materials:17.3;Tech:12.1;Consumer:12.9;Utilities:16.5;Comm:13.8;Energy:19.5 | null | 0 | null | CarbonCap | Carbon>100.0 | SUSA;XESG | 9 | Engage | Reduce carbon intensity | Quarterly check-ins;File shareholder proposal;Set KPI targets;Request disclosure improvement | 71.4 | 182.5 | VendorA | 192 | 89 | Approved | Client mandate confirmed at onboarding |
SI000332 | 2025-01-01 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 56.8 | 0 | 76.5 | RealEstate:21.8;Consumer:26.1;Tech:12.1;Health:8.2;Materials:31.8 | null | 4 | SHEL;XOM;BHP;BTI | null | null | null | 9 | Defer | Within mandate; monitor | null | 58.1 | 75.2 | VendorB | 164 | 72 | null | Exception documented and approved |
SI000333 | 2024-11-06 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 80.6 | 5 | 158.5 | Financials:23.5;RealEstate:15.9;Health:24.0;Industrials:15.3;Tech:21.3 | null | 0 | null | Controversy | Controversy>3 | ESGE;CRBN | 26 | Underweight | Manage controversy risk | null | 81.7 | 151.7 | VendorA | 250 | 77 | null | Weekly ESG data refresh applied |
SI000334 | 2025-06-07 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 73.5 | 3 | 219.6 | Industrials:25.0;Utilities:20.7;Comm:14.4;Materials:10.7;Financials:9.1;RealEstate:8.2;Health:11.9 | null | 0 | null | null | null | null | 14 | Defer | Within mandate; monitor | null | 73.4 | 209 | VendorB | 61 | 76 | null | Exception documented and approved |
SI000335 | 2025-01-08 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 73.3 | 5 | 139.6 | RealEstate:12.0;Health:19.5;Industrials:24.0;Tech:19.2;Utilities:6.2;Materials:19.0 | PalmOil:0.5% | 0 | null | Controversy | Controversy>3 | GRNB | 36 | Engage | Manage controversy risk | Request disclosure improvement;Escalate to vote;Quarterly check-ins | 76.6 | 137.1 | VendorB | 42 | 81 | null | Vendor data cross-checked |
SI000336 | 2025-10-09 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 77 | 3 | 185.8 | Comm:17.1;Energy:21.2;Industrials:11.5;Health:5.5;Materials:22.2;Consumer:22.5 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | SPYX;ESGE | 29 | Engage | Reduce carbon intensity | Send engagement letter;Quarterly check-ins;Request disclosure improvement | 78.7 | 178 | Internal | 324 | 77 | null | Exception documented and approved |
SI000337 | 2025-07-25 | US | ESGScore>=65;NoTobacco;NoPalmOil | 50.2 | 5 | 219.9 | Health:22.3;Financials:30.0;Energy:34.8;Materials:12.9 | null | 0 | null | ESGFloor | ESG<65 | ESGU;SUSA | 26 | Replace | Raise portfolio ESG score | null | 54 | 197.2 | VendorC | 113 | 84 | null | Client mandate confirmed at onboarding |
SI000338 | 2024-07-30 | US | ESGScore>=65;NoTobacco;NoPalmOil | 73.5 | 2 | 89.1 | Health:30.6;Consumer:26.4;Tech:7.5;Industrials:16.3;RealEstate:19.2 | Tobacco:5.0% | 1 | BTI | ScreenHits | Tobacco revenue exposure | SPYX;ESGD | 25 | Replace | Screen breach remediation | null | 75.4 | 78.7 | Internal | 241 | 75 | Approved | Client mandate confirmed at onboarding |
SI000339 | 2024-08-26 | SG | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 47.4 | 3 | 86.3 | Materials:14.1;Financials:31.0;Utilities:17.6;Health:37.3 | null | 0 | null | null | null | null | 3 | Defer | Within mandate; monitor | null | 46.9 | 84.7 | Internal | 322 | 70 | null | Vendor data cross-checked |
SI000340 | 2025-02-10 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 57.1 | 0 | 219.4 | Health:4.7;Consumer:5.8;Financials:19.6;Utilities:19.5;Materials:18.9;Industrials:9.2;Tech:22.2 | PalmOil:0.5% | 1 | MO | CarbonCap | Carbon>100.0 | SPYX | 22 | Replace | Reduce carbon intensity | null | 58.6 | 181.9 | VendorA | 178 | 72 | SuggestedEdits | Policy reviewed by compliance |
SI000341 | 2024-10-10 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 52.9 | 3 | 155 | Utilities:25.0;Financials:28.4;Energy:28.5;Materials:18.1 | Weapons:0.5%;PalmOil:1.0% | 1 | BHP | CarbonCap | Controversy>2;Carbon>100.0 | DSI;LOWC | 26 | Engage | Reduce carbon intensity | File shareholder proposal;Request disclosure improvement;Send engagement letter | 56.1 | 143.6 | VendorC | 162 | 84 | null | Exception documented and approved |
SI000342 | 2025-07-05 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 49.1 | 3 | 75.9 | Health:20.3;Industrials:11.2;Materials:21.7;Consumer:16.9;Tech:15.9;RealEstate:14.1 | null | 0 | null | null | null | null | 14 | Defer | Within mandate; monitor | null | 50.3 | 75.4 | Internal | 228 | 96 | null | Exception documented and approved |
SI000343 | 2025-07-02 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 82.6 | 5 | 197.3 | Health:21.3;Financials:13.6;Energy:7.6;Utilities:31.3;Comm:26.3 | Weapons:1.0% | 0 | null | ScreenHits | Controversy>3;Weapons revenue exposure | CRBN | 21 | Replace | Screen breach remediation | null | 84.9 | 183.7 | VendorB | 161 | 94 | null | Client mandate confirmed at onboarding |
SI000344 | 2025-05-22 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 67.3 | 0 | 157.6 | Financials:20.5;Tech:20.9;Health:8.9;Utilities:7.7;Energy:12.9;Consumer:29.2 | null | 0 | null | CarbonCap | Carbon>150.0 | SPYX | 34 | Engage | Reduce carbon intensity | Set KPI targets;File shareholder proposal;Quarterly check-ins | 68.4 | 141.2 | VendorC | 223 | 97 | Approved | Policy reviewed by compliance |
SI000345 | 2025-03-26 | US | ESGScore>=65;NoTobacco;NoPalmOil | 70.5 | 2 | 217.1 | Consumer:26.2;Tech:7.0;Health:16.6;Financials:10.0;Utilities:21.8;Comm:18.4 | ThermalCoal:2.5%;Tobacco:10.0% | 0 | null | ScreenHits | Tobacco revenue exposure | LOWC;SPYX | 26 | Underweight | Screen breach remediation | null | 72.2 | 194.5 | VendorC | 49 | 97 | Approved | Client mandate confirmed at onboarding |
SI000346 | 2025-09-09 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 75.2 | 3 | 231.2 | Tech:13.8;Consumer:38.6;Industrials:13.5;Materials:34.0 | Weapons:10.0% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | ESGD;SPYX;ESGU | 25 | Replace | Reduce carbon intensity | null | 76.4 | 193.3 | Internal | 237 | 85 | null | Weekly ESG data refresh applied |
SI000347 | 2025-05-23 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 53.8 | 2 | 145.7 | RealEstate:30.4;Consumer:34.4;Utilities:21.5;Industrials:13.7 | null | 0 | null | null | null | null | 15 | Defer | Within mandate; monitor | null | 53.9 | 139.7 | VendorB | 149 | 92 | null | Exception documented and approved |
SI000348 | 2024-10-21 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 45.5 | 0 | 169.9 | Consumer:27.2;RealEstate:15.1;Industrials:13.4;Financials:44.3 | Weapons:5.0% | 1 | RTX | ScreenHits | Carbon>150.0;Weapons revenue exposure | XESG | 20 | Replace | Screen breach remediation | null | 49.3 | 159.1 | VendorA | 158 | 78 | Approved | Client mandate confirmed at onboarding |
SI000349 | 2025-07-18 | US | ESGScore>=65;NoTobacco;NoPalmOil | 63.7 | 0 | 210 | Utilities:45.9;Health:13.5;Industrials:28.6;Materials:12.0 | ThermalCoal:10.0%;Weapons:0.5% | 0 | null | ESGFloor | ESG<65 | GRNB;SUSA | 17 | Engage | Raise portfolio ESG score | Request disclosure improvement;Escalate to vote;Send engagement letter | 64.7 | 194 | VendorA | 333 | 71 | null | Exception documented and approved |
SI000350 | 2025-02-10 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 54.8 | 0 | 110.4 | Industrials:16.1;Materials:21.7;Health:21.2;Consumer:23.8;Energy:10.7;RealEstate:6.5 | ThermalCoal:0.5%;Weapons:0.5% | 1 | SHEL | ScreenHits | ESG score below ESGOnly baseline;Weapons revenue exposure | SUSA;ESGU;ESGD | 24 | Replace | Screen breach remediation | null | 57 | 96.2 | VendorA | 167 | 73 | Approved | Vendor data cross-checked |
SI000351 | 2025-04-22 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 65.5 | 5 | 177.6 | Health:14.6;Comm:21.1;RealEstate:15.7;Industrials:22.4;Consumer:18.4;Tech:7.9 | PalmOil:0.5% | 0 | null | Controversy | Controversy>3 | XESG;USXF | 29 | Divest | Manage controversy risk | null | 67.4 | 178 | VendorC | 97 | 88 | Approved | Client mandate confirmed at onboarding |
SI000352 | 2024-07-20 | CA | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 61.6 | 2 | 153.1 | Energy:24.3;Health:23.7;Tech:26.4;Comm:17.5;Financials:8.1 | null | 2 | TSLA;XOM | null | null | null | 6 | Defer | Within mandate; monitor | null | 63.1 | 153.7 | VendorC | 347 | 92 | Approved | Client mandate confirmed at onboarding |
SI000353 | 2025-07-20 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 71.1 | 1 | 296.5 | Materials:29.9;Comm:29.0;Financials:9.2;Consumer:31.8 | Weapons:0.5% | 1 | MSFT | ScreenHits | Weapons revenue exposure | XESG;USXF;ESGE | 34 | Underweight | Screen breach remediation | null | 71.6 | 261.5 | Internal | 282 | 92 | SuggestedEdits | Weekly ESG data refresh applied |
SI000354 | 2025-08-30 | UK | ESGScore>=65;NoTobacco;NoPalmOil | 67.6 | 1 | 80.7 | Consumer:26.1;Utilities:18.7;Health:34.2;Energy:21.1 | ThermalCoal:2.5% | 1 | NEM | null | null | null | 4 | Defer | Within mandate; monitor | null | 68.6 | 78.6 | Internal | 286 | 82 | null | Exception documented and approved |
SI000355 | 2024-12-12 | UK | ESGScore>=65;NoTobacco;NoPalmOil | 69.3 | 5 | 265.7 | Consumer:53.3;Materials:11.9;Financials:21.3;RealEstate:13.6 | PalmOil:2.5% | 0 | null | null | null | null | 4 | Defer | Within mandate; monitor | null | 69 | 265 | VendorC | 53 | 80 | null | Exception documented and approved |
SI000356 | 2025-01-25 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 55 | 4 | 222.6 | Tech:25.7;Comm:39.4;Industrials:19.6;Health:15.2 | null | 1 | RIO | CarbonCap | Controversy>2;Carbon>100.0 | DSI;ESGE | 22 | Replace | Reduce carbon intensity | null | 55.5 | 189.1 | VendorB | 85 | 74 | null | Exception documented and approved |
SI000357 | 2025-08-28 | CA | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 81.6 | 2 | 260.1 | Health:16.7;Utilities:11.4;Comm:17.0;Materials:8.5;Financials:13.1;Energy:16.8;Tech:16.5 | null | 0 | null | CarbonCap | Carbon>150.0 | USXF;SPYX | 10 | Replace | Reduce carbon intensity | null | 85.1 | 238.9 | VendorC | 64 | 72 | Approved | Client mandate confirmed at onboarding |
SI000358 | 2024-12-05 | US | ESGScore>=65;NoTobacco;NoPalmOil | 46.8 | 2 | 247.2 | Financials:8.4;Consumer:14.7;Industrials:16.5;Health:27.1;Energy:10.0;Tech:12.2;RealEstate:11.1 | Weapons:1.0% | 3 | RIO;SHEL;BN | ESGFloor | ESG<65 | ESGU;USXF | 30 | Replace | Raise portfolio ESG score | null | 50.2 | 215.9 | VendorB | 171 | 91 | null | Policy reviewed by compliance |
SI000359 | 2025-08-21 | UK | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 62.6 | 3 | 62.3 | Tech:18.8;Consumer:16.8;Materials:4.4;Health:12.6;RealEstate:20.7;Comm:7.6;Financials:19.1 | Tobacco:5.0%;PalmOil:2.5% | 0 | null | Controversy | Controversy>2 | USXF;GRNB;SUSA | 24 | Divest | Manage controversy risk | null | 65 | 59.4 | VendorC | 316 | 77 | Rejected | Vendor data cross-checked |
SI000360 | 2025-03-27 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 67.9 | 2 | 148.5 | Consumer:16.8;Health:12.3;Tech:21.6;Industrials:49.3 | null | 0 | null | null | null | null | 3 | Defer | Within mandate; monitor | null | 69 | 150.5 | Internal | 62 | 81 | Approved | Exception documented and approved |
SI000361 | 2025-11-05 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 56.3 | 0 | 130.2 | Financials:12.8;Industrials:24.0;Energy:28.3;Tech:6.6;Consumer:20.4;Comm:8.1 | ThermalCoal:0.5%;PalmOil:2.5% | 0 | null | ScreenHits | Thermal coal revenue exposure | ESGU;SPYX;DSI | 19 | Replace | Screen breach remediation | null | 57.8 | 123.4 | VendorA | 346 | 77 | null | Vendor data cross-checked |
SI000362 | 2024-09-27 | CA | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 80.3 | 4 | 308 | Energy:16.5;Comm:9.3;Consumer:9.2;Materials:15.8;Tech:16.3;RealEstate:23.1;Health:9.8 | Weapons:2.5% | 0 | null | ScreenHits | Carbon>150.0;Weapons revenue exposure | ESGE;DSI | 10 | Replace | Screen breach remediation | null | 82.3 | 292.7 | VendorA | 185 | 83 | Approved | Exception documented and approved |
SI000363 | 2024-11-05 | SG | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 59.8 | 4 | 286.1 | Comm:26.6;Health:14.9;Financials:20.0;Materials:38.6 | ThermalCoal:0.5%;Weapons:1.0% | 3 | RTX;BHP;NEM | ScreenHits | Carbon>150.0;Thermal coal revenue exposure;Weapons revenue exposure | USXF | 27 | Replace | Screen breach remediation | null | 62.9 | 264.6 | VendorC | 177 | 99 | null | Weekly ESG data refresh applied |
SI000364 | 2024-11-05 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 68.4 | 3 | 84.1 | Comm:30.8;Utilities:22.2;Industrials:21.5;RealEstate:6.8;Materials:18.8 | null | 0 | null | Controversy | Controversy>2 | USXF;LOWC;ESGE | 15 | Engage | Manage controversy risk | Send engagement letter;Request disclosure improvement;Quarterly check-ins | 70.9 | 82.5 | VendorC | 93 | 95 | SuggestedEdits | Client mandate confirmed at onboarding |
SI000365 | 2024-11-14 | US | ESGScore>=65;NoTobacco;NoPalmOil | 60.1 | 1 | 209 | Consumer:8.4;Utilities:8.2;Health:17.2;Materials:17.6;Comm:12.0;Energy:17.5;Financials:19.0 | null | 0 | null | ESGFloor | ESG<65 | DSI | 27 | Engage | Raise portfolio ESG score | Set KPI targets;Quarterly check-ins;Send engagement letter | 63.4 | 177.3 | Internal | 227 | 87 | null | Exception documented and approved |
SI000366 | 2024-08-26 | US | ESGScore>=65;NoTobacco;NoPalmOil | 75.2 | 1 | 167 | Consumer:20.6;Materials:10.5;Health:27.8;RealEstate:12.8;Energy:28.3 | null | 0 | null | null | null | null | 12 | Defer | Within mandate; monitor | null | 76.4 | 159 | Internal | 70 | 74 | null | Weekly ESG data refresh applied |
SI000367 | 2024-09-07 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 72.2 | 2 | 291.5 | Comm:9.4;Energy:38.8;RealEstate:34.0;Consumer:17.8 | null | 5 | RTX;AAPL;META;BA;MO | null | null | null | 17 | Defer | Within mandate; monitor | null | 71.8 | 292.5 | VendorC | 251 | 70 | Approved | Policy reviewed by compliance |
SI000368 | 2025-10-22 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 45.1 | 0 | 137.6 | RealEstate:13.4;Materials:16.4;Tech:21.8;Financials:26.7;Comm:21.8 | Tobacco:5.0% | 0 | null | null | null | null | 4 | Defer | Within mandate; monitor | null | 45 | 135.9 | Internal | 168 | 86 | null | Client mandate confirmed at onboarding |
SI000369 | 2024-08-21 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 62.9 | 2 | 288.9 | Tech:20.7;RealEstate:7.7;Health:25.2;Financials:19.7;Energy:26.6 | null | 0 | null | null | null | null | 4 | Defer | Within mandate; monitor | null | 64.2 | 277.9 | VendorB | 134 | 72 | null | Exception documented and approved |
SI000370 | 2025-12-20 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 53.7 | 3 | 259.2 | Industrials:21.6;Financials:23.3;Consumer:14.2;Energy:16.3;Tech:8.1;Utilities:9.3;Materials:7.1 | null | 4 | META;RTX;MO;MSFT | ESGFloor | ESG score below ESGOnly baseline | USXF;ESGD;ESGE | 29 | Engage | Raise portfolio ESG score | Escalate to vote;Request disclosure improvement | 54.9 | 233.5 | Internal | 347 | 74 | null | Exception documented and approved |
SI000371 | 2024-12-05 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 51.7 | 5 | 283 | RealEstate:30.7;Financials:35.0;Health:15.2;Utilities:19.1 | PalmOil:10.0% | 0 | null | Controversy | ESG score below ESGOnly baseline;Controversy>3 | SPYX;DSI;XESG | 37 | Underweight | Manage controversy risk | null | 54.7 | 270.7 | VendorA | 360 | 84 | null | Policy reviewed by compliance |
SI000372 | 2024-07-14 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 62.1 | 3 | 67.8 | Consumer:18.5;Comm:13.7;Materials:27.2;RealEstate:40.6 | null | 0 | null | Controversy | Controversy>2 | LOWC;ESGD;GRNB | 21 | Divest | Manage controversy risk | null | 62.2 | 68.1 | VendorC | 56 | 71 | null | Policy reviewed by compliance |
SI000373 | 2024-08-20 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 45.1 | 2 | 257.3 | Tech:24.3;Comm:13.0;Financials:8.3;Energy:10.0;Utilities:23.2;Materials:21.1 | ThermalCoal:0.5% | 4 | BHP;META;SHEL;MSFT | ScreenHits | Carbon>150.0;Thermal coal revenue exposure | LOWC;USXF;XESG | 29 | Divest | Screen breach remediation | null | 45.8 | 244.8 | Internal | 91 | 99 | null | Vendor data cross-checked |
SI000374 | 2024-12-21 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 53.1 | 1 | 295.3 | Comm:8.5;Industrials:34.0;RealEstate:11.9;Energy:12.8;Financials:8.8;Tech:24.0 | null | 0 | null | ESGFloor | ESG score below ESGOnly baseline | ESGE;SUSA;XESG | 20 | Underweight | Raise portfolio ESG score | null | 54.5 | 275.3 | Internal | 160 | 94 | null | Weekly ESG data refresh applied |
SI000375 | 2025-12-24 | US | ESGScore>=65;NoTobacco;NoPalmOil | 56.9 | 0 | 225.8 | Materials:14.2;Utilities:9.7;RealEstate:23.1;Tech:17.3;Industrials:25.5;Energy:10.1 | null | 0 | null | ESGFloor | ESG<65 | SPYX;ESGE;XESG | 17 | Replace | Raise portfolio ESG score | null | 58.2 | 213.4 | VendorC | 305 | 95 | null | Policy reviewed by compliance |
SI000376 | 2025-03-04 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 73.6 | 2 | 62.9 | Materials:13.9;Energy:17.4;Financials:26.6;Comm:13.4;Consumer:14.7;Industrials:14.0 | null | 1 | BA | null | null | null | 9 | Defer | Within mandate; monitor | null | 73.6 | 63.1 | VendorB | 324 | 99 | null | Client mandate confirmed at onboarding |
SI000377 | 2025-01-23 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 73.6 | 5 | 219.6 | Industrials:7.7;Comm:7.2;Consumer:21.1;RealEstate:19.8;Financials:8.7;Health:17.1;Energy:18.4 | ThermalCoal:1.0%;Weapons:2.5% | 5 | MO;XOM;NEM;BHP;RIO | ScreenHits | Controversy>3;Thermal coal revenue exposure;Weapons revenue exposure | CRBN;XESG | 10 | Replace | Screen breach remediation | null | 77.6 | 182 | VendorA | 133 | 99 | Rejected | Weekly ESG data refresh applied |
SI000378 | 2025-03-18 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 77.7 | 2 | 99.4 | Financials:12.4;Consumer:22.2;Comm:29.8;Utilities:28.7;Materials:6.8 | ThermalCoal:2.5% | 0 | null | null | null | null | 5 | Defer | Within mandate; monitor | null | 78.3 | 96.1 | Internal | 353 | 83 | null | Weekly ESG data refresh applied |
SI000379 | 2025-05-18 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 68.1 | 3 | 222.5 | Utilities:32.3;Health:24.3;Financials:19.0;Comm:15.3;RealEstate:9.1 | Tobacco:2.5% | 0 | null | ScreenHits | Tobacco revenue exposure | SPYX;LOWC;ESGU | 14 | Replace | Screen breach remediation | null | 71.9 | 185.3 | VendorB | 256 | 77 | SuggestedEdits | Weekly ESG data refresh applied |
SI000380 | 2024-11-10 | UK | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 79.7 | 0 | 97.5 | Industrials:13.7;Tech:37.6;Financials:37.3;RealEstate:11.3 | null | 0 | null | null | null | null | 12 | Defer | Within mandate; monitor | null | 79.2 | 93.9 | VendorA | 278 | 97 | null | Exception documented and approved |
SI000381 | 2025-10-06 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 58.7 | 4 | 123.9 | Industrials:32.2;Tech:17.7;Financials:38.7;Materials:11.4 | PalmOil:1.0% | 2 | BN;LMT | CarbonCap | Controversy>2;Carbon>100.0 | CRBN;ESGE;SUSA | 11 | Replace | Reduce carbon intensity | null | 59.9 | 114.5 | Internal | 86 | 92 | Approved | Vendor data cross-checked |
SI000382 | 2024-09-30 | CA | ESGScore>=65;NoTobacco;NoPalmOil | 49.1 | 1 | 80.3 | Materials:12.7;Energy:16.6;Industrials:15.5;RealEstate:14.3;Utilities:6.5;Comm:18.4;Consumer:16.0 | null | 1 | SHEL | ESGFloor | ESG<65 | SUSA;ESGE;LOWC | 14 | Engage | Raise portfolio ESG score | Request disclosure improvement;Send engagement letter;Escalate to vote;File shareholder proposal | 51.7 | 68.2 | VendorA | 356 | 91 | null | Vendor data cross-checked |
SI000383 | 2025-04-10 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 80.1 | 4 | 178.1 | RealEstate:24.4;Comm:23.6;Consumer:10.0;Utilities:42.0 | ThermalCoal:0.5%;PalmOil:1.0% | 1 | ADM | Controversy | Controversy>3 | USXF;ESGD;DSI | 13 | Underweight | Manage controversy risk | null | 83.5 | 176.8 | VendorB | 132 | 88 | null | Client mandate confirmed at onboarding |
SI000384 | 2025-12-26 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 67.9 | 2 | 97.6 | Consumer:7.6;Utilities:18.3;Energy:15.4;Industrials:22.0;Comm:17.6;Tech:19.1 | Tobacco:1.0% | 1 | AAPL | null | null | null | 17 | Defer | Within mandate; monitor | null | 67.4 | 98.1 | VendorB | 288 | 76 | null | Weekly ESG data refresh applied |
SI000385 | 2025-01-26 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 79.8 | 0 | 287.7 | Industrials:11.4;Comm:10.6;Health:25.5;Financials:19.2;Materials:13.1;RealEstate:20.1 | null | 0 | null | CarbonCap | Carbon>100.0 | SUSA;ESGD;CRBN | 21 | Replace | Reduce carbon intensity | null | 83.7 | 263 | VendorC | 264 | 87 | Approved | Weekly ESG data refresh applied |
SI000386 | 2025-01-07 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 54.5 | 5 | 165.1 | Health:11.2;Utilities:19.4;Materials:11.1;Financials:8.4;RealEstate:28.7;Comm:21.2 | ThermalCoal:10.0% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | SUSA | 23 | Underweight | Reduce carbon intensity | null | 56.8 | 135.6 | VendorA | 259 | 93 | SuggestedEdits | Policy reviewed by compliance |
SI000387 | 2025-10-13 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 71.6 | 1 | 252.3 | Industrials:23.2;RealEstate:10.8;Tech:40.5;Materials:25.5 | ThermalCoal:1.0% | 0 | null | CarbonCap | Carbon>100.0 | ESGD | 13 | Replace | Reduce carbon intensity | null | 72.9 | 227.2 | VendorA | 132 | 88 | null | Exception documented and approved |
SI000388 | 2024-08-27 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 52.3 | 2 | 293.9 | Industrials:15.7;Consumer:14.2;Tech:12.2;Financials:12.9;Materials:13.4;Utilities:15.6;Energy:16.1 | null | 0 | null | ESGFloor | ESG score below ESGOnly baseline | GRNB | 17 | Engage | Raise portfolio ESG score | Send engagement letter;Quarterly check-ins;Escalate to vote;File shareholder proposal | 55.2 | 257.7 | VendorA | 60 | 96 | Approved | Weekly ESG data refresh applied |
SI000389 | 2025-07-14 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 67.9 | 2 | 261.8 | Comm:22.3;Tech:20.0;Financials:6.0;Materials:20.5;RealEstate:8.1;Utilities:23.2 | Weapons:0.5% | 3 | BTI;PM;XOM | null | null | null | 11 | Defer | Within mandate; monitor | null | 68.7 | 266.3 | Internal | 57 | 91 | Approved | Policy reviewed by compliance |
SI000390 | 2025-09-27 | UK | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 67.8 | 5 | 165.2 | Industrials:13.8;Financials:29.6;Comm:19.0;Materials:10.2;Tech:17.7;Energy:9.8 | null | 1 | TSLA | CarbonCap | Carbon>150.0 | SPYX;USXF | 17 | Replace | Reduce carbon intensity | null | 70.7 | 142 | VendorC | 32 | 88 | null | Policy reviewed by compliance |
SI000391 | 2024-08-24 | UK | ESGScore>=65;NoTobacco;NoPalmOil | 77.7 | 1 | 134.6 | Industrials:11.1;Financials:27.7;Consumer:30.6;Health:30.6 | Weapons:1.0% | 0 | null | null | null | null | 15 | Defer | Within mandate; monitor | null | 78.8 | 137 | VendorA | 359 | 81 | null | Weekly ESG data refresh applied |
SI000392 | 2025-01-30 | US | ESGScore>=65;NoTobacco;NoPalmOil | 68.5 | 4 | 286.5 | Materials:11.0;Health:23.5;RealEstate:19.2;Industrials:14.1;Utilities:32.2 | Tobacco:1.0% | 0 | null | ScreenHits | Tobacco revenue exposure | USXF;LOWC | 21 | Divest | Screen breach remediation | null | 70.6 | 267 | VendorA | 352 | 74 | Approved | Client mandate confirmed at onboarding |
SI000393 | 2024-12-31 | US | ESGScore>=65;NoTobacco;NoPalmOil | 66.6 | 3 | 113.3 | Utilities:18.1;Materials:20.7;RealEstate:5.6;Industrials:11.7;Comm:19.6;Tech:7.0;Health:17.3 | Weapons:1.0% | 5 | RIO;BHP;RTX;MSFT;SHEL | null | null | null | 2 | Defer | Within mandate; monitor | null | 66.7 | 109.7 | VendorB | 68 | 92 | null | Policy reviewed by compliance |
SI000394 | 2025-11-23 | AU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 63.2 | 3 | 166.3 | RealEstate:20.7;Industrials:16.9;Energy:29.0;Materials:33.4 | null | 0 | null | null | null | null | 13 | Defer | Within mandate; monitor | null | 64.4 | 167.8 | Internal | 136 | 93 | null | Vendor data cross-checked |
SI000395 | 2025-06-17 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 80 | 2 | 60.1 | Consumer:10.9;Energy:9.9;RealEstate:21.2;Financials:12.5;Utilities:14.5;Materials:15.0;Tech:16.0 | ThermalCoal:10.0%;Weapons:2.5% | 0 | null | null | null | null | 3 | Defer | Within mandate; monitor | null | 79.8 | 57.9 | VendorA | 205 | 75 | Approved | Weekly ESG data refresh applied |
SI000396 | 2024-12-12 | SG | ESGScore>=65;NoTobacco;NoPalmOil | 76.6 | 5 | 115.8 | Health:12.7;Consumer:6.1;Energy:21.6;Materials:14.5;Financials:8.5;RealEstate:18.5;Industrials:18.1 | null | 1 | BHP | null | null | null | 12 | Defer | Within mandate; monitor | null | 76.6 | 115.8 | VendorA | 167 | 75 | null | Client mandate confirmed at onboarding |
SI000397 | 2025-10-21 | UK | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 71.6 | 4 | 238.3 | Health:18.8;RealEstate:17.6;Tech:23.1;Materials:40.5 | null | 1 | PM | Controversy | Controversy>3 | ESGE | 29 | Divest | Manage controversy risk | null | 75.2 | 237.9 | VendorB | 45 | 71 | null | Client mandate confirmed at onboarding |
SI000398 | 2024-10-30 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 48.3 | 3 | 123 | Health:10.9;Comm:19.0;Energy:16.1;Financials:21.3;Tech:11.3;Utilities:5.2;Materials:16.1 | null | 0 | null | null | null | null | 12 | Defer | Within mandate; monitor | null | 48.6 | 123.3 | VendorC | 306 | 85 | Approved | Exception documented and approved |
SI000399 | 2024-09-15 | CA | ESGScore>=65;NoTobacco;NoPalmOil | 50.8 | 0 | 186.7 | Health:17.7;Industrials:20.3;Materials:22.4;Utilities:14.1;Comm:25.5 | null | 0 | null | ESGFloor | ESG<65 | GRNB;USXF;CRBN | 25 | Replace | Raise portfolio ESG score | null | 53.5 | 171.5 | Internal | 275 | 99 | Approved | Client mandate confirmed at onboarding |
SI000400 | 2025-11-02 | CA | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 78.6 | 2 | 68.4 | Comm:8.1;Energy:25.9;Financials:25.6;Materials:25.6;Health:14.8 | Tobacco:2.5%;PalmOil:5.0% | 0 | null | null | null | null | 4 | Defer | Within mandate; monitor | null | 79 | 66.9 | VendorC | 363 | 74 | null | Vendor data cross-checked |
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