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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SI000401 | 2025-09-04 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 57 | 1 | 165.4 | Comm:13.2;Health:11.9;Tech:25.0;RealEstate:15.6;Industrials:13.1;Utilities:8.5;Consumer:12.9 | null | 1 | SHEL | null | null | null | 18 | Defer | Within mandate; monitor | null | 57.9 | 160.8 | VendorB | 80 | 93 | null | Weekly ESG data refresh applied |
SI000402 | 2025-05-20 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 48.7 | 4 | 196 | Tech:18.0;Energy:6.7;RealEstate:14.8;Health:14.9;Consumer:17.8;Industrials:16.4;Materials:11.5 | null | 0 | null | CarbonCap | Carbon>150.0 | SPYX;SUSA;ESGD | 31 | Engage | Reduce carbon intensity | Escalate to vote;File shareholder proposal;Request disclosure improvement | 51.2 | 163.1 | VendorA | 166 | 76 | null | Vendor data cross-checked |
SI000403 | 2024-09-05 | UK | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 51.5 | 1 | 219.5 | Tech:8.2;Comm:20.5;Materials:8.9;Health:15.8;RealEstate:9.5;Consumer:12.5;Financials:24.6 | null | 1 | XOM | CarbonCap | Carbon>150.0 | USXF;SPYX | 6 | Replace | Reduce carbon intensity | null | 52.7 | 197.8 | Internal | 140 | 97 | Approved | Vendor data cross-checked |
SI000404 | 2025-08-13 | UK | ESGScore>=65;NoTobacco;NoPalmOil | 59.7 | 0 | 230.7 | Tech:22.2;Health:10.8;Industrials:23.2;Financials:9.5;Consumer:5.5;Utilities:5.2;RealEstate:23.6 | Weapons:0.5% | 0 | null | ESGFloor | ESG<65 | SUSA;GRNB | 17 | Replace | Raise portfolio ESG score | null | 60.6 | 207.5 | VendorC | 32 | 92 | Approved | Exception documented and approved |
SI000405 | 2025-01-07 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 66.6 | 3 | 102.5 | Industrials:39.5;Health:12.3;Tech:19.4;RealEstate:13.3;Financials:15.5 | Weapons:5.0%;PalmOil:0.5% | 1 | BHP | CarbonCap | Controversy>2;Carbon>100.0 | SUSA;ESGD;DSI | 39 | Replace | Reduce carbon intensity | null | 69.5 | 87.4 | Internal | 262 | 93 | null | Policy reviewed by compliance |
SI000406 | 2024-08-27 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 81.3 | 0 | 142.4 | Industrials:26.7;Consumer:27.3;Tech:25.4;Energy:20.7 | null | 0 | null | null | null | null | 11 | Defer | Within mandate; monitor | null | 81.4 | 143.4 | VendorA | 343 | 94 | null | Weekly ESG data refresh applied |
SI000407 | 2025-06-14 | AU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 79.7 | 3 | 226.6 | Energy:22.5;Financials:19.0;Tech:14.5;Comm:7.6;RealEstate:14.4;Materials:21.8 | Weapons:0.5% | 0 | null | ScreenHits | Weapons revenue exposure | ESGE;SPYX | 31 | Replace | Screen breach remediation | null | 83.3 | 187.8 | VendorC | 300 | 80 | Approved | Exception documented and approved |
SI000408 | 2025-12-23 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 58.1 | 4 | 138.2 | Industrials:19.2;Consumer:16.7;Materials:13.0;Comm:19.0;RealEstate:8.8;Energy:6.2;Financials:17.1 | Weapons:1.0% | 3 | TSLA;LMT;RTX | ScreenHits | Controversy>3;Weapons revenue exposure | SPYX | 37 | Divest | Screen breach remediation | null | 58.9 | 125.3 | VendorA | 42 | 99 | Approved | Policy reviewed by compliance |
SI000409 | 2025-01-31 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 66.9 | 0 | 85.2 | RealEstate:21.0;Utilities:11.1;Health:20.6;Energy:13.2;Comm:8.3;Financials:15.4;Industrials:10.4 | null | 0 | null | null | null | null | 2 | Defer | Within mandate; monitor | null | 66.9 | 85.7 | VendorB | 350 | 96 | null | Client mandate confirmed at onboarding |
SI000410 | 2025-11-06 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 71.2 | 4 | 195.1 | Tech:13.2;Health:26.1;Industrials:23.6;Materials:7.9;RealEstate:8.6;Comm:20.6 | null | 2 | NEM;BA | CarbonCap | Controversy>2;Carbon>100.0 | ESGE;DSI;USXF | 19 | Replace | Reduce carbon intensity | null | 73.3 | 181.4 | VendorC | 116 | 98 | SuggestedEdits | Exception documented and approved |
SI000411 | 2024-10-16 | UK | ESGScore>=65;NoTobacco;NoPalmOil | 79.3 | 2 | 254.3 | Financials:7.5;Materials:28.5;Energy:9.1;RealEstate:16.7;Comm:15.3;Utilities:22.8 | Tobacco:1.0% | 0 | null | ScreenHits | Tobacco revenue exposure | DSI;XESG;SPYX | 29 | Underweight | Screen breach remediation | null | 82.9 | 218.1 | Internal | 333 | 87 | null | Exception documented and approved |
SI000412 | 2025-03-04 | SG | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 83.8 | 3 | 87.8 | Comm:8.7;RealEstate:17.9;Consumer:18.0;Industrials:15.7;Health:8.0;Energy:16.5;Financials:15.3 | Tobacco:1.0% | 0 | null | null | null | null | 11 | Defer | Within mandate; monitor | null | 84.4 | 86.9 | VendorB | 279 | 97 | null | Client mandate confirmed at onboarding |
SI000413 | 2024-12-13 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 76 | 0 | 288.5 | Utilities:16.0;Industrials:8.9;Consumer:32.8;RealEstate:9.5;Tech:32.8 | null | 2 | BTI;MO | null | null | null | 9 | Defer | Within mandate; monitor | null | 75.7 | 292.3 | VendorA | 172 | 91 | null | Weekly ESG data refresh applied |
SI000414 | 2025-03-26 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 56.7 | 0 | 212 | Consumer:7.2;Energy:17.7;Industrials:15.5;Tech:21.7;Comm:12.7;Financials:25.2 | null | 2 | ADM;TSLA | null | null | null | 7 | Defer | Within mandate; monitor | null | 57.4 | 205.7 | VendorA | 112 | 83 | null | Policy reviewed by compliance |
SI000415 | 2024-09-14 | US | ESGScore>=65;NoTobacco;NoPalmOil | 64.5 | 0 | 178.9 | Comm:13.1;Financials:17.9;Energy:15.0;Materials:9.7;Utilities:11.5;RealEstate:17.5;Health:15.2 | Tobacco:1.0% | 1 | BHP | ScreenHits | ESG<65;Tobacco revenue exposure | SPYX | 29 | Underweight | Screen breach remediation | null | 67.7 | 160.6 | VendorC | 141 | 91 | Approved | Client mandate confirmed at onboarding |
SI000416 | 2025-04-25 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 68.2 | 5 | 67.9 | Energy:23.5;Industrials:14.3;Health:5.4;Utilities:19.0;Materials:13.7;Consumer:24.2 | ThermalCoal:0.5% | 1 | BTI | ScreenHits | Controversy>3;Thermal coal revenue exposure | DSI | 32 | Divest | Screen breach remediation | null | 70.5 | 64.7 | Internal | 344 | 70 | null | Policy reviewed by compliance |
SI000417 | 2025-02-04 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 71.9 | 2 | 247 | Tech:10.9;Utilities:18.1;Financials:12.4;Health:12.8;Energy:14.1;Consumer:19.4;Industrials:12.2 | ThermalCoal:0.5% | 0 | null | CarbonCap | Carbon>100.0 | GRNB;SPYX | 27 | Replace | Reduce carbon intensity | null | 75.5 | 204.5 | VendorA | 282 | 87 | null | Vendor data cross-checked |
SI000418 | 2025-06-11 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 71.6 | 1 | 65.9 | Energy:24.4;Materials:11.5;Financials:20.0;Tech:13.1;Consumer:23.9;Utilities:7.1 | null | 0 | null | null | null | null | 10 | Defer | Within mandate; monitor | null | 71.5 | 66.3 | VendorB | 33 | 74 | null | Weekly ESG data refresh applied |
SI000419 | 2024-11-25 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 55.1 | 4 | 130.8 | Materials:22.2;Utilities:17.2;Energy:11.2;RealEstate:28.8;Financials:7.5;Consumer:13.1 | null | 1 | TSLA | CarbonCap | Controversy>2;Carbon>100.0 | DSI;SUSA;ESGE | 26 | Replace | Reduce carbon intensity | null | 55.2 | 112.7 | VendorA | 123 | 91 | null | Vendor data cross-checked |
SI000420 | 2025-09-26 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 80.1 | 0 | 169.2 | Tech:11.6;Energy:15.9;Health:10.8;Financials:13.9;RealEstate:21.9;Comm:26.0 | Weapons:0.5% | 0 | null | CarbonCap | Carbon>100.0 | XESG | 32 | Replace | Reduce carbon intensity | null | 83.9 | 159.1 | VendorA | 163 | 78 | SuggestedEdits | Exception documented and approved |
SI000421 | 2024-11-14 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 84.9 | 0 | 92 | Industrials:28.2;Utilities:7.8;RealEstate:19.6;Materials:10.9;Comm:11.9;Consumer:21.6 | null | 1 | BHP | null | null | null | 8 | Defer | Within mandate; monitor | null | 86.3 | 92.1 | VendorC | 121 | 88 | null | Weekly ESG data refresh applied |
SI000422 | 2024-08-23 | CA | ESGScore>=65;NoTobacco;NoPalmOil | 80.9 | 0 | 238.6 | Health:33.7;Financials:23.6;Materials:13.4;Utilities:29.3 | PalmOil:15.0% | 0 | null | null | null | null | 3 | Defer | Within mandate; monitor | null | 81.5 | 231.3 | VendorB | 184 | 92 | null | Exception documented and approved |
SI000423 | 2025-12-23 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 53 | 5 | 277.5 | Financials:15.0;RealEstate:18.8;Energy:25.5;Tech:21.3;Utilities:19.4 | PalmOil:5.0% | 2 | PM;RIO | CarbonCap | Carbon>150.0 | ESGU | 27 | Engage | Reduce carbon intensity | Escalate to vote;Request disclosure improvement;Set KPI targets;Quarterly check-ins | 54.2 | 250.1 | Internal | 217 | 82 | SuggestedEdits | Weekly ESG data refresh applied |
SI000424 | 2024-09-08 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 48.6 | 2 | 109.9 | Comm:37.7;Health:10.4;Utilities:37.8;Industrials:14.0 | null | 0 | null | ESGFloor | ESG score below ESGOnly baseline | GRNB;CRBN | 19 | Replace | Raise portfolio ESG score | null | 51.8 | 94.7 | Internal | 155 | 79 | Rejected | Policy reviewed by compliance |
SI000425 | 2024-09-22 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 46.3 | 5 | 73.7 | Industrials:6.0;Consumer:28.3;Energy:25.3;Tech:10.5;Utilities:18.4;Materials:11.5 | null | 0 | null | Controversy | Controversy>2 | SUSA;CRBN;ESGE | 10 | Underweight | Manage controversy risk | null | 48.1 | 72.5 | Internal | 340 | 74 | null | Vendor data cross-checked |
SI000426 | 2025-06-30 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 76.6 | 4 | 200.5 | Energy:12.3;Tech:20.6;Materials:23.9;Financials:11.6;Health:19.4;Utilities:12.3 | ThermalCoal:10.0%;Weapons:10.0% | 0 | null | ScreenHits | Carbon>150.0;Thermal coal revenue exposure;Weapons revenue exposure | ESGE | 30 | Underweight | Screen breach remediation | null | 76.6 | 190.7 | Internal | 54 | 83 | Approved | Weekly ESG data refresh applied |
SI000427 | 2025-05-30 | CA | ESGScore>=65;NoTobacco;NoPalmOil | 73.8 | 1 | 313.1 | Materials:10.5;Energy:18.6;Financials:31.8;Utilities:39.0 | ThermalCoal:5.0%;PalmOil:0.5% | 0 | null | null | null | null | 12 | Defer | Within mandate; monitor | null | 74.5 | 300.1 | Internal | 127 | 97 | null | Exception documented and approved |
SI000428 | 2025-11-22 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 72.5 | 1 | 295.2 | Health:24.1;Consumer:6.7;Utilities:26.3;Energy:14.8;Tech:5.6;Industrials:7.6;RealEstate:14.8 | null | 0 | null | CarbonCap | Carbon>100.0 | CRBN;SPYX;SUSA | 12 | Replace | Reduce carbon intensity | null | 75.8 | 245.7 | VendorC | 197 | 93 | Approved | Client mandate confirmed at onboarding |
SI000429 | 2024-10-02 | UK | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 60.5 | 2 | 68.5 | Comm:16.0;RealEstate:13.9;Consumer:11.1;Materials:16.3;Tech:18.1;Industrials:19.5;Health:5.1 | null | 0 | null | null | null | null | 10 | Defer | Within mandate; monitor | null | 60.7 | 69.5 | Internal | 81 | 96 | null | Exception documented and approved |
SI000430 | 2024-08-23 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 49.3 | 4 | 176.5 | Energy:13.1;Health:18.5;Materials:19.4;RealEstate:10.3;Consumer:11.0;Utilities:14.8;Industrials:12.9 | Tobacco:10.0% | 0 | null | Controversy | Controversy>3 | USXF;DSI | 17 | Divest | Manage controversy risk | null | 52.6 | 173.3 | VendorA | 322 | 95 | null | Client mandate confirmed at onboarding |
SI000431 | 2025-03-26 | SG | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 71.9 | 0 | 61.9 | Utilities:10.6;Energy:16.9;Financials:22.1;RealEstate:15.0;Tech:14.6;Comm:7.1;Industrials:13.7 | PalmOil:0.5% | 5 | XOM;RIO;META;NEM;LMT | null | null | null | 10 | Defer | Within mandate; monitor | null | 72.6 | 59.3 | Internal | 216 | 83 | null | Vendor data cross-checked |
SI000432 | 2025-07-14 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 83.5 | 2 | 141.3 | Comm:20.2;Consumer:6.6;Health:23.4;Tech:13.1;Financials:25.6;Utilities:11.1 | PalmOil:2.5% | 0 | null | null | null | null | 18 | Defer | Within mandate; monitor | null | 84.6 | 142.3 | VendorC | 66 | 94 | null | Policy reviewed by compliance |
SI000433 | 2025-10-11 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 60 | 1 | 138.7 | Health:18.1;Industrials:38.1;Materials:29.1;Tech:14.7 | Tobacco:0.5% | 0 | null | null | null | null | 12 | Defer | Within mandate; monitor | null | 60.9 | 135.2 | VendorC | 331 | 76 | Approved | Vendor data cross-checked |
SI000434 | 2025-04-06 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 73.9 | 4 | 114.8 | Industrials:7.0;Materials:23.1;Health:28.2;RealEstate:16.6;Consumer:25.0 | null | 0 | null | Controversy | Controversy>3 | SUSA;USXF;XESG | 12 | Underweight | Manage controversy risk | null | 75.2 | 110.6 | VendorA | 166 | 97 | Rejected | Weekly ESG data refresh applied |
SI000435 | 2024-08-31 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 48.8 | 5 | 129.8 | Utilities:40.6;Health:25.9;Industrials:15.1;Tech:18.4 | null | 0 | null | null | null | null | 7 | Defer | Within mandate; monitor | null | 49.8 | 132.4 | VendorB | 31 | 99 | Approved | Vendor data cross-checked |
SI000436 | 2024-12-28 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 48.1 | 2 | 60.7 | Financials:17.3;Health:26.9;Materials:41.0;Consumer:14.8 | PalmOil:0.5% | 0 | null | null | null | null | 11 | Defer | Within mandate; monitor | null | 49 | 59.9 | VendorB | 153 | 87 | null | Exception documented and approved |
SI000437 | 2024-09-01 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 72.5 | 1 | 279 | Comm:27.9;Utilities:15.3;Energy:23.5;Consumer:7.5;Financials:25.8 | null | 0 | null | null | null | null | 2 | Defer | Within mandate; monitor | null | 73.1 | 278 | VendorB | 166 | 90 | Approved | Weekly ESG data refresh applied |
SI000438 | 2025-12-20 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 55.4 | 4 | 243.4 | Health:27.3;RealEstate:14.7;Energy:7.2;Tech:27.2;Financials:23.6 | Tobacco:2.5% | 2 | RIO;RTX | CarbonCap | Controversy>2;Carbon>100.0 | XESG | 29 | Engage | Reduce carbon intensity | Escalate to vote;Request disclosure improvement;File shareholder proposal | 57.9 | 204.4 | Internal | 243 | 78 | null | Weekly ESG data refresh applied |
SI000439 | 2024-10-11 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 59.3 | 5 | 224.3 | Health:13.9;Comm:13.9;Industrials:19.0;Energy:7.2;Tech:16.6;Financials:22.2;Utilities:7.2 | Weapons:2.5% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | GRNB;SUSA;DSI | 14 | Replace | Reduce carbon intensity | null | 61.5 | 194.4 | VendorB | 245 | 71 | Approved | Client mandate confirmed at onboarding |
SI000440 | 2025-02-20 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 83.2 | 1 | 309.7 | Comm:31.5;Materials:19.3;Health:8.1;Utilities:21.7;Energy:19.3 | null | 3 | XOM;NEM;RIO | null | null | null | 4 | Defer | Within mandate; monitor | null | 83.2 | 311 | VendorB | 311 | 97 | null | Exception documented and approved |
SI000441 | 2025-04-20 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 64 | 2 | 104.7 | RealEstate:6.4;Industrials:22.3;Energy:19.9;Utilities:15.3;Comm:20.5;Materials:15.5 | null | 3 | XOM;META;BA | null | null | null | 17 | Defer | Within mandate; monitor | null | 64.3 | 101.2 | VendorC | 211 | 86 | Approved | Weekly ESG data refresh applied |
SI000442 | 2025-07-12 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 67 | 0 | 291 | Comm:27.5;RealEstate:23.1;Materials:28.5;Financials:9.7;Consumer:11.2 | PalmOil:0.5% | 0 | null | null | null | null | 15 | Defer | Within mandate; monitor | null | 67.4 | 288.9 | VendorB | 228 | 95 | null | Policy reviewed by compliance |
SI000443 | 2024-09-10 | US | ESGScore>=65;NoTobacco;NoPalmOil | 78 | 0 | 284.4 | Comm:9.5;Industrials:10.3;Financials:25.7;Tech:25.9;Energy:28.7 | null | 1 | LMT | null | null | null | 6 | Defer | Within mandate; monitor | null | 79.1 | 287.4 | Internal | 365 | 78 | null | Client mandate confirmed at onboarding |
SI000444 | 2025-10-03 | AU | ESGScore>=65;NoTobacco;NoPalmOil | 65.3 | 0 | 301.6 | RealEstate:18.0;Health:32.4;Comm:28.7;Materials:21.0 | Tobacco:5.0% | 3 | BN;ADM;MO | ScreenHits | Tobacco revenue exposure | DSI;ESGD;ESGU | 21 | Replace | Screen breach remediation | null | 67.3 | 284.4 | VendorB | 175 | 91 | Rejected | Vendor data cross-checked |
SI000445 | 2025-06-06 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 78.8 | 2 | 68 | Comm:17.7;RealEstate:28.2;Utilities:31.1;Energy:23.0 | ThermalCoal:2.5% | 1 | SHEL | null | null | null | 7 | Defer | Within mandate; monitor | null | 79.7 | 68 | VendorC | 285 | 76 | null | Exception documented and approved |
SI000446 | 2025-03-02 | UK | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 62.5 | 3 | 122.7 | Tech:18.3;Materials:9.9;Energy:16.2;Financials:29.8;Health:25.8 | null | 0 | null | null | null | null | 12 | Defer | Within mandate; monitor | null | 63 | 121.4 | Internal | 108 | 97 | null | Vendor data cross-checked |
SI000447 | 2025-02-11 | UK | ESGScore>=65;NoTobacco;NoPalmOil | 77.7 | 3 | 65 | Consumer:14.8;Financials:9.0;Energy:19.6;Industrials:15.5;RealEstate:15.4;Health:16.2;Utilities:9.4 | null | 0 | null | null | null | null | 13 | Defer | Within mandate; monitor | null | 77.5 | 62.9 | VendorC | 84 | 70 | null | Exception documented and approved |
SI000448 | 2025-01-19 | US | ESGScore>=65;NoTobacco;NoPalmOil | 47.2 | 3 | 161.2 | Materials:20.0;Industrials:25.8;Financials:9.5;RealEstate:15.6;Consumer:19.0;Tech:10.1 | ThermalCoal:2.5%;Weapons:2.5% | 2 | BA;TSLA | ESGFloor | ESG<65 | ESGE;SUSA;CRBN | 18 | Underweight | Raise portfolio ESG score | null | 51 | 145.6 | VendorB | 185 | 77 | Approved | Policy reviewed by compliance |
SI000449 | 2025-04-25 | US | ESGScore>=65;NoTobacco;NoPalmOil | 64.5 | 2 | 256.8 | Materials:18.7;Comm:15.3;Energy:15.3;Utilities:15.4;RealEstate:17.5;Industrials:17.8 | null | 0 | null | ESGFloor | ESG<65 | ESGD | 21 | Replace | Raise portfolio ESG score | null | 65.4 | 240.4 | VendorA | 278 | 92 | Approved | Exception documented and approved |
SI000450 | 2024-10-19 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 60.1 | 5 | 64 | Comm:10.0;Energy:17.2;RealEstate:23.8;Materials:9.0;Utilities:21.7;Industrials:18.1 | null | 0 | null | Controversy | Controversy>2 | GRNB;USXF;LOWC | 9 | Engage | Manage controversy risk | Escalate to vote;Request disclosure improvement;Quarterly check-ins | 60.1 | 64.7 | VendorC | 225 | 90 | SuggestedEdits | Policy reviewed by compliance |
SI000451 | 2024-10-14 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 84.2 | 1 | 311 | Health:31.2;Industrials:23.6;RealEstate:11.5;Consumer:33.6 | ThermalCoal:1.0% | 0 | null | null | null | null | 16 | Defer | Within mandate; monitor | null | 84 | 316.3 | VendorA | 298 | 90 | null | Vendor data cross-checked |
SI000452 | 2024-11-22 | US | ESGScore>=65;NoTobacco;NoPalmOil | 68.8 | 5 | 120.4 | Energy:16.7;Utilities:9.3;Industrials:25.0;Materials:18.2;Consumer:30.8 | Tobacco:5.0%;Weapons:2.5% | 0 | null | ScreenHits | Tobacco revenue exposure | ESGD;XESG | 9 | Underweight | Screen breach remediation | null | 69.5 | 99.9 | Internal | 55 | 78 | null | Vendor data cross-checked |
SI000453 | 2024-07-24 | UK | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 64.3 | 4 | 193.7 | Materials:25.4;Tech:8.9;Consumer:18.8;Financials:24.8;Health:8.5;Comm:13.7 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | ESGD | 14 | Engage | Reduce carbon intensity | Escalate to vote;Send engagement letter;Quarterly check-ins;Request disclosure improvement | 67.4 | 181.3 | VendorC | 53 | 98 | null | Weekly ESG data refresh applied |
SI000454 | 2025-02-08 | US | ESGScore>=65;NoTobacco;NoPalmOil | 54.6 | 2 | 151.6 | Financials:25.4;Comm:24.8;Consumer:23.0;Health:26.8 | Weapons:0.5%;PalmOil:2.5% | 2 | ADM;XOM | ESGFloor | ESG<65 | LOWC | 40 | Underweight | Raise portfolio ESG score | null | 56.7 | 139.6 | VendorB | 226 | 98 | null | Policy reviewed by compliance |
SI000455 | 2024-12-20 | CA | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 53.8 | 3 | 78.9 | RealEstate:24.0;Industrials:17.8;Comm:12.7;Consumer:15.3;Financials:10.9;Tech:19.3 | null | 2 | RIO;BA | null | null | null | 6 | Defer | Within mandate; monitor | null | 54 | 78.7 | VendorC | 359 | 94 | Approved | Weekly ESG data refresh applied |
SI000456 | 2024-09-17 | US | ESGScore>=65;NoTobacco;NoPalmOil | 80.6 | 4 | 143.1 | Energy:16.6;Financials:20.6;Materials:17.6;Utilities:23.6;Industrials:21.5 | null | 1 | ADM | null | null | null | 8 | Defer | Within mandate; monitor | null | 81 | 144.7 | VendorA | 143 | 76 | Approved | Weekly ESG data refresh applied |
SI000457 | 2025-05-06 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 53.6 | 3 | 178.8 | Materials:24.0;Consumer:25.0;Comm:15.6;Utilities:15.5;Tech:19.8 | Tobacco:15.0% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | SUSA;ESGD | 14 | Engage | Reduce carbon intensity | Quarterly check-ins;Set KPI targets;File shareholder proposal;Request disclosure improvement | 54.2 | 151.2 | Internal | 139 | 98 | Approved | Exception documented and approved |
SI000458 | 2025-03-30 | SG | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 84.3 | 3 | 204.8 | Industrials:23.7;Tech:9.0;RealEstate:11.4;Utilities:16.7;Financials:19.8;Comm:19.3 | Weapons:0.5% | 1 | BN | CarbonCap | Controversy>2;Carbon>100.0 | DSI;LOWC;SUSA | 21 | Replace | Reduce carbon intensity | null | 87.5 | 172.7 | VendorC | 276 | 92 | SuggestedEdits | Vendor data cross-checked |
SI000459 | 2024-08-25 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 76.1 | 0 | 63.7 | Financials:26.4;Tech:25.0;Utilities:18.5;Industrials:10.6;RealEstate:19.4 | ThermalCoal:1.0%;Tobacco:5.0% | 0 | null | ScreenHits | Thermal coal revenue exposure | SUSA;XESG | 19 | Replace | Screen breach remediation | null | 76.3 | 56.9 | VendorC | 346 | 99 | SuggestedEdits | Exception documented and approved |
SI000460 | 2025-10-24 | CA | ESGScore>=65;NoTobacco;NoPalmOil | 74.4 | 1 | 258.7 | Consumer:16.8;Industrials:22.0;Health:9.7;Utilities:27.4;Materials:24.2 | PalmOil:1.0% | 0 | null | null | null | null | 10 | Defer | Within mandate; monitor | null | 75.8 | 256.2 | VendorB | 172 | 84 | Approved | Policy reviewed by compliance |
SI000461 | 2025-02-07 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 53.7 | 5 | 67.9 | Consumer:5.7;Materials:5.4;Health:8.8;Utilities:23.4;Industrials:18.5;Financials:19.3;RealEstate:19.0 | Weapons:0.5% | 3 | NEM;BA;RTX | ScreenHits | ESG score below ESGOnly baseline;Controversy>3;Weapons revenue exposure | DSI;CRBN | 11 | Replace | Screen breach remediation | null | 57.6 | 63.2 | VendorB | 235 | 99 | null | Client mandate confirmed at onboarding |
SI000462 | 2024-12-29 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 79.6 | 3 | 214.7 | Utilities:17.7;Financials:55.1;Consumer:14.6;Health:12.6 | null | 0 | null | null | null | null | 6 | Defer | Within mandate; monitor | null | 80.7 | 206.4 | VendorA | 300 | 86 | null | Client mandate confirmed at onboarding |
SI000463 | 2024-10-28 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 83.6 | 0 | 64.6 | RealEstate:26.0;Utilities:20.0;Consumer:10.2;Health:12.7;Materials:7.7;Energy:23.3 | null | 0 | null | null | null | null | 10 | Defer | Within mandate; monitor | null | 84 | 65.6 | Internal | 289 | 91 | null | Exception documented and approved |
SI000464 | 2024-08-24 | SG | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 79.1 | 5 | 196.9 | Tech:13.1;Health:28.1;Energy:25.1;Comm:19.0;RealEstate:6.2;Consumer:8.6 | Tobacco:2.5% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | DSI | 28 | Underweight | Reduce carbon intensity | null | 81.8 | 185.3 | VendorA | 322 | 71 | Approved | Weekly ESG data refresh applied |
SI000465 | 2025-03-08 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 55.2 | 4 | 63.4 | Health:17.0;Financials:17.5;Consumer:15.1;Industrials:6.8;Utilities:16.9;Comm:14.1;RealEstate:12.6 | ThermalCoal:1.0% | 0 | null | ScreenHits | Controversy>3;Thermal coal revenue exposure | SUSA;ESGD;XESG | 25 | Underweight | Screen breach remediation | null | 57.8 | 54 | VendorA | 188 | 72 | SuggestedEdits | Exception documented and approved |
SI000466 | 2025-09-04 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 74.2 | 4 | 63.3 | Health:10.8;Materials:11.4;Consumer:8.9;Utilities:20.9;Comm:19.5;Energy:28.6 | null | 2 | BHP;BA | null | null | null | 17 | Defer | Within mandate; monitor | null | 75.2 | 60.3 | Internal | 362 | 72 | null | Vendor data cross-checked |
SI000467 | 2025-11-15 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 55.9 | 2 | 219.5 | Materials:16.3;Industrials:18.9;Utilities:11.0;Energy:24.4;Health:23.0;Consumer:6.4 | Tobacco:10.0%;Weapons:0.5% | 0 | null | ScreenHits | Weapons revenue exposure;Tobacco revenue exposure | DSI;SPYX | 29 | Replace | Screen breach remediation | null | 56.3 | 189.5 | Internal | 197 | 94 | null | Policy reviewed by compliance |
SI000468 | 2024-11-02 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 84.5 | 3 | 239.9 | Comm:28.0;RealEstate:41.3;Health:10.3;Tech:20.4 | null | 2 | AAPL;BTI | null | null | null | 6 | Defer | Within mandate; monitor | null | 85.5 | 244.5 | VendorC | 182 | 96 | null | Exception documented and approved |
SI000469 | 2025-11-02 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 74 | 4 | 224.7 | Utilities:21.2;Tech:19.1;Comm:18.8;Consumer:21.0;Health:19.9 | ThermalCoal:0.5% | 0 | null | Controversy | Controversy>3 | ESGU;SUSA | 8 | Underweight | Manage controversy risk | null | 77.9 | 220.6 | VendorB | 328 | 87 | null | Vendor data cross-checked |
SI000470 | 2024-12-27 | UK | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 83.1 | 3 | 199.5 | Consumer:15.4;Utilities:13.9;Comm:33.3;Tech:27.4;Energy:10.0 | PalmOil:1.0% | 0 | null | CarbonCap | Carbon>150.0 | SUSA;SPYX | 39 | Replace | Reduce carbon intensity | null | 85 | 177.8 | VendorB | 88 | 70 | SuggestedEdits | Exception documented and approved |
SI000471 | 2024-09-17 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 51.3 | 4 | 91.6 | Materials:13.6;Tech:8.1;Financials:9.4;Health:20.9;Comm:24.7;Utilities:5.3;Industrials:17.9 | PalmOil:5.0% | 2 | XOM;PM | Controversy | Controversy>3 | USXF | 29 | Divest | Manage controversy risk | null | 54.1 | 92.6 | VendorC | 50 | 93 | null | Vendor data cross-checked |
SI000472 | 2024-10-20 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 77.2 | 5 | 219.8 | Utilities:18.7;Tech:7.8;Comm:7.8;Financials:23.0;Industrials:23.4;Energy:19.2 | Weapons:1.0%;PalmOil:0.5% | 1 | ADM | ScreenHits | Controversy>3;Weapons revenue exposure | XESG;SUSA;CRBN | 28 | Underweight | Screen breach remediation | null | 79.8 | 186.5 | Internal | 31 | 73 | null | Policy reviewed by compliance |
SI000473 | 2024-08-04 | US | ESGScore>=65;NoTobacco;NoPalmOil | 67.1 | 4 | 195.2 | Tech:20.8;Energy:17.1;Consumer:15.1;Industrials:9.9;Health:18.6;RealEstate:18.5 | null | 0 | null | null | null | null | 13 | Defer | Within mandate; monitor | null | 67.6 | 197.8 | VendorA | 64 | 95 | null | Policy reviewed by compliance |
SI000474 | 2025-04-26 | US | ESGScore>=65;NoTobacco;NoPalmOil | 51.9 | 4 | 223.7 | Utilities:16.9;Tech:20.1;Consumer:16.4;Health:33.5;Energy:13.0 | null | 3 | PM;RTX;AAPL | ESGFloor | ESG<65 | SUSA;GRNB | 22 | Engage | Raise portfolio ESG score | Set KPI targets;Request disclosure improvement | 55 | 197.4 | VendorC | 104 | 83 | Approved | Exception documented and approved |
SI000475 | 2025-06-12 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 59.4 | 0 | 271.7 | Tech:16.4;Utilities:13.4;Health:16.6;Comm:21.4;Energy:10.5;RealEstate:21.6 | ThermalCoal:5.0% | 1 | TSLA | CarbonCap | Carbon>100.0 | LOWC;SUSA;GRNB | 16 | Underweight | Reduce carbon intensity | null | 60.7 | 260.2 | VendorA | 161 | 95 | SuggestedEdits | Vendor data cross-checked |
SI000476 | 2025-04-28 | US | ESGScore>=65;NoTobacco;NoPalmOil | 51.6 | 0 | 230.6 | Financials:14.4;Comm:13.5;Utilities:8.5;RealEstate:37.2;Materials:26.4 | null | 1 | MSFT | ESGFloor | ESG<65 | DSI | 18 | Replace | Raise portfolio ESG score | null | 52.4 | 208.6 | VendorA | 195 | 99 | Approved | Vendor data cross-checked |
SI000477 | 2025-03-15 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 53.7 | 0 | 266.6 | Comm:21.0;Materials:27.3;Financials:9.0;Health:9.5;Industrials:26.2;RealEstate:6.9 | null | 0 | null | null | null | null | 7 | Defer | Within mandate; monitor | null | 54.1 | 263.6 | VendorA | 272 | 71 | Approved | Exception documented and approved |
SI000478 | 2024-09-07 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 61.6 | 0 | 204.7 | Financials:22.9;Health:14.5;Consumer:10.8;Energy:24.1;Utilities:19.1;Comm:8.6 | ThermalCoal:1.0% | 0 | null | ScreenHits | Carbon>150.0;Thermal coal revenue exposure | SPYX | 14 | Replace | Screen breach remediation | null | 62.2 | 186.5 | VendorC | 173 | 72 | null | Client mandate confirmed at onboarding |
SI000479 | 2025-02-12 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 76.8 | 0 | 122.5 | Utilities:30.9;Industrials:15.2;Materials:7.2;RealEstate:7.6;Comm:12.5;Energy:26.6 | null | 1 | ADM | null | null | null | 2 | Defer | Within mandate; monitor | null | 76.5 | 121.9 | VendorC | 93 | 80 | null | Vendor data cross-checked |
SI000480 | 2025-09-03 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 63.7 | 4 | 180.1 | Consumer:10.6;Utilities:22.3;RealEstate:20.1;Energy:20.3;Health:26.8 | Weapons:2.5% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | CRBN;ESGE;SUSA | 31 | Replace | Reduce carbon intensity | null | 66.1 | 152.7 | Internal | 302 | 71 | SuggestedEdits | Weekly ESG data refresh applied |
SI000481 | 2025-02-14 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 83 | 5 | 214.3 | Energy:20.5;Health:13.3;Financials:19.3;Tech:11.5;Utilities:13.8;Comm:21.6 | Weapons:0.5% | 0 | null | ScreenHits | Controversy>3;Weapons revenue exposure | LOWC;ESGD;SPYX | 23 | Replace | Screen breach remediation | null | 86.8 | 190.8 | VendorC | 77 | 92 | Approved | Policy reviewed by compliance |
SI000482 | 2025-02-18 | SG | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 76 | 3 | 196.7 | Energy:26.1;Utilities:12.5;Tech:17.6;Financials:12.7;Health:17.8;Comm:13.4 | Weapons:5.0% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | GRNB;SUSA | 37 | Engage | Reduce carbon intensity | Request disclosure improvement;Quarterly check-ins | 76.4 | 181.6 | VendorA | 85 | 77 | Approved | Exception documented and approved |
SI000483 | 2025-11-28 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 71.7 | 0 | 228.6 | Utilities:25.2;Energy:9.1;Health:15.6;Comm:12.6;Financials:21.8;Consumer:15.8 | null | 3 | ADM;MO;TSLA | CarbonCap | Carbon>100.0 | XESG;ESGE | 18 | Underweight | Reduce carbon intensity | null | 73.7 | 187.6 | Internal | 216 | 70 | null | Policy reviewed by compliance |
SI000484 | 2025-08-17 | SG | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 69.6 | 1 | 256.9 | Financials:19.6;Materials:21.0;Utilities:18.5;RealEstate:5.8;Comm:7.2;Industrials:9.2;Consumer:18.7 | Weapons:0.5% | 0 | null | ScreenHits | Weapons revenue exposure | SPYX;XESG;SUSA | 39 | Replace | Screen breach remediation | null | 69.8 | 223.2 | Internal | 155 | 92 | Approved | Client mandate confirmed at onboarding |
SI000485 | 2025-07-29 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 57.8 | 1 | 77.6 | Materials:30.0;Industrials:15.4;Consumer:7.9;Health:16.6;RealEstate:30.1 | ThermalCoal:0.5% | 1 | META | ESGFloor | ESG<65 | SUSA;XESG;ESGU | 13 | Replace | Raise portfolio ESG score | null | 59.9 | 67.9 | VendorC | 122 | 99 | Rejected | Vendor data cross-checked |
SI000486 | 2025-02-05 | SG | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 49.6 | 5 | 280 | Consumer:14.2;Tech:8.5;Health:19.9;Financials:12.7;RealEstate:15.8;Materials:14.5;Energy:14.4 | PalmOil:0.5% | 1 | PM | CarbonCap | Carbon>150.0 | SUSA | 22 | Replace | Reduce carbon intensity | null | 51.2 | 260 | VendorA | 348 | 96 | null | Vendor data cross-checked |
SI000487 | 2024-10-18 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 74.3 | 4 | 131.9 | RealEstate:16.0;Energy:9.4;Health:25.1;Consumer:16.1;Comm:10.5;Tech:22.9 | Weapons:5.0% | 1 | BN | ScreenHits | Controversy>3;Weapons revenue exposure | ESGU | 19 | Divest | Screen breach remediation | null | 77.2 | 119.2 | VendorA | 195 | 78 | null | Client mandate confirmed at onboarding |
SI000488 | 2025-05-05 | US | ESGScore>=65;NoTobacco;NoPalmOil | 82.5 | 3 | 272.4 | Financials:8.3;Comm:23.6;Health:17.0;Energy:6.0;RealEstate:13.9;Tech:20.1;Consumer:11.1 | PalmOil:2.5% | 0 | null | null | null | null | 13 | Defer | Within mandate; monitor | null | 82.3 | 260.9 | VendorA | 266 | 78 | Approved | Exception documented and approved |
SI000489 | 2025-09-08 | US | ESGScore>=65;NoTobacco;NoPalmOil | 55.7 | 4 | 253.2 | Tech:27.9;RealEstate:17.8;Health:15.0;Consumer:39.3 | null | 1 | SHEL | ESGFloor | ESG<65 | GRNB | 30 | Engage | Raise portfolio ESG score | Quarterly check-ins;Set KPI targets | 57.4 | 211.9 | VendorB | 175 | 94 | Approved | Weekly ESG data refresh applied |
SI000490 | 2025-05-30 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 72.5 | 3 | 64.8 | Utilities:18.9;Materials:30.4;Comm:29.1;Health:21.6 | null | 3 | BTI;XOM;SHEL | null | null | null | 3 | Defer | Within mandate; monitor | null | 72.2 | 64.4 | VendorC | 317 | 95 | Approved | Vendor data cross-checked |
SI000491 | 2025-05-27 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 53.3 | 0 | 76.9 | Industrials:14.4;Energy:20.0;RealEstate:20.3;Health:32.1;Tech:13.2 | Tobacco:5.0%;PalmOil:0.5% | 4 | BA;RTX;PM;MO | null | null | null | 17 | Defer | Within mandate; monitor | null | 54.6 | 74.9 | VendorC | 280 | 95 | null | Vendor data cross-checked |
SI000492 | 2025-03-12 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 60.4 | 5 | 146.8 | Energy:23.9;Materials:6.9;Utilities:18.8;Health:19.4;Financials:7.0;Consumer:23.9 | ThermalCoal:15.0% | 0 | null | Controversy | Controversy>3 | SUSA;USXF;ESGU | 14 | Underweight | Manage controversy risk | null | 63.4 | 144.4 | Internal | 315 | 81 | Approved | Client mandate confirmed at onboarding |
SI000493 | 2025-02-16 | AU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 66.7 | 3 | 157 | Utilities:5.6;Tech:20.1;Consumer:20.4;Energy:15.6;Health:16.9;Industrials:9.2;Comm:12.2 | ThermalCoal:5.0%;PalmOil:1.0% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | DSI | 22 | Engage | Reduce carbon intensity | Set KPI targets;Send engagement letter;File shareholder proposal;Quarterly check-ins | 67.4 | 135.2 | Internal | 99 | 77 | null | Client mandate confirmed at onboarding |
SI000494 | 2025-05-06 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 73.8 | 5 | 151 | Financials:16.6;Utilities:18.7;Industrials:10.9;Health:11.7;Consumer:18.4;Tech:23.6 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | DSI;XESG | 25 | Underweight | Reduce carbon intensity | null | 74.4 | 136 | Internal | 48 | 99 | null | Weekly ESG data refresh applied |
SI000495 | 2024-12-22 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 57 | 4 | 198 | Consumer:17.9;Materials:19.6;Financials:7.1;Utilities:21.3;Energy:9.3;Industrials:13.5;Tech:11.4 | null | 1 | PM | Controversy | Controversy>3 | CRBN;ESGD | 32 | Engage | Manage controversy risk | Set KPI targets;File shareholder proposal;Quarterly check-ins | 59.7 | 196.2 | VendorA | 146 | 88 | Approved | Vendor data cross-checked |
SI000496 | 2025-10-03 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 64.6 | 4 | 289.5 | Tech:13.6;Comm:21.7;Utilities:28.6;Industrials:23.5;Health:12.6 | ThermalCoal:1.0% | 3 | BHP;PM;BTI | ScreenHits | Controversy>3;Thermal coal revenue exposure | ESGE;USXF;XESG | 33 | Replace | Screen breach remediation | null | 65.3 | 269.8 | Internal | 335 | 73 | SuggestedEdits | Policy reviewed by compliance |
SI000497 | 2025-09-16 | AU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 49.3 | 4 | 312.3 | Industrials:22.6;Tech:16.4;RealEstate:8.5;Health:13.5;Comm:21.4;Materials:17.7 | Tobacco:1.0% | 2 | AAPL;META | ScreenHits | ESG score below ESGOnly baseline;Controversy>3;Tobacco revenue exposure | XESG | 17 | Replace | Screen breach remediation | null | 52.2 | 280.2 | VendorA | 320 | 87 | null | Weekly ESG data refresh applied |
SI000498 | 2025-10-23 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 81.4 | 3 | 294.5 | Industrials:22.3;Tech:22.6;Consumer:16.7;Financials:15.1;Utilities:17.7;Materials:5.7 | Weapons:10.0% | 0 | null | ScreenHits | Carbon>150.0;Weapons revenue exposure | ESGU;CRBN;USXF | 41 | Replace | Screen breach remediation | null | 84.1 | 263 | VendorB | 295 | 97 | null | Exception documented and approved |
SI000499 | 2025-02-12 | CA | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 73.8 | 1 | 242.9 | Consumer:14.9;Materials:7.3;Financials:13.4;Health:21.2;Tech:20.3;Industrials:22.9 | Tobacco:0.5% | 4 | PM;META;RTX;RIO | CarbonCap | Carbon>150.0 | USXF;CRBN;ESGE | 31 | Replace | Reduce carbon intensity | null | 76.3 | 204.4 | VendorA | 58 | 82 | SuggestedEdits | Exception documented and approved |
SI000500 | 2025-03-13 | AU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 52.4 | 3 | 135.1 | Energy:26.8;Tech:33.9;Consumer:29.1;Comm:10.1 | null | 1 | BHP | ESGFloor | ESG score below ESGOnly baseline | USXF | 34 | Replace | Raise portfolio ESG score | null | 56.2 | 118.6 | Internal | 209 | 72 | null | Client mandate confirmed at onboarding |
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