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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SI000501 | 2025-11-14 | SG | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 74.6 | 0 | 64.2 | Comm:33.0;Industrials:38.2;RealEstate:12.4;Materials:16.4 | Weapons:15.0% | 1 | RIO | ScreenHits | Weapons revenue exposure | USXF | 30 | Replace | Screen breach remediation | null | 77.3 | 53.3 | VendorB | 96 | 92 | Approved | Client mandate confirmed at onboarding |
SI000502 | 2024-09-26 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 62.9 | 2 | 266.9 | Financials:21.4;Tech:11.4;Energy:18.7;Materials:6.8;Health:19.9;RealEstate:21.7 | null | 2 | AAPL;RTX | ESGFloor | ESG<65 | ESGE;LOWC;CRBN | 23 | Engage | Raise portfolio ESG score | Set KPI targets;Send engagement letter;File shareholder proposal | 64.5 | 238.3 | Internal | 117 | 96 | SuggestedEdits | Client mandate confirmed at onboarding |
SI000503 | 2024-07-31 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 55.7 | 3 | 217.5 | Tech:15.4;Energy:18.9;Industrials:33.0;Materials:22.1;Financials:10.6 | null | 2 | MSFT;BN | CarbonCap | Carbon>150.0 | CRBN;DSI;ESGE | 20 | Replace | Reduce carbon intensity | null | 56.3 | 207.1 | VendorC | 198 | 82 | null | Weekly ESG data refresh applied |
SI000504 | 2025-05-12 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 68.5 | 5 | 218.5 | Utilities:24.5;RealEstate:11.6;Consumer:20.1;Comm:24.2;Materials:13.9;Energy:5.7 | null | 0 | null | CarbonCap | Carbon>150.0 | DSI | 31 | Underweight | Reduce carbon intensity | null | 71.2 | 183.8 | VendorA | 222 | 98 | Approved | Vendor data cross-checked |
SI000505 | 2025-03-19 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 58.6 | 0 | 301.7 | Comm:25.1;Utilities:26.7;Financials:10.7;Energy:6.2;Tech:24.7;Health:6.6 | null | 0 | null | null | null | null | 11 | Defer | Within mandate; monitor | null | 59.1 | 292.3 | VendorA | 134 | 70 | null | Client mandate confirmed at onboarding |
SI000506 | 2025-09-18 | UK | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 82 | 3 | 75.8 | Utilities:19.1;Industrials:10.2;Consumer:15.6;Energy:5.3;Financials:16.0;Health:13.0;Comm:20.8 | null | 0 | null | Controversy | Controversy>2 | GRNB | 21 | Underweight | Manage controversy risk | null | 82.7 | 76.5 | VendorA | 159 | 75 | null | Policy reviewed by compliance |
SI000507 | 2025-07-24 | US | ESGScore>=65;NoTobacco;NoPalmOil | 78 | 3 | 99.5 | Tech:17.5;Materials:32.9;RealEstate:12.2;Industrials:20.6;Utilities:16.8 | null | 0 | null | null | null | null | 14 | Defer | Within mandate; monitor | null | 79.2 | 101 | VendorA | 43 | 80 | Approved | Exception documented and approved |
SI000508 | 2025-10-25 | US | ESGScore>=65;NoTobacco;NoPalmOil | 45.1 | 0 | 133.6 | Health:22.9;Industrials:23.4;Comm:18.1;Financials:18.2;Energy:17.3 | null | 3 | META;LMT;MO | ESGFloor | ESG<65 | GRNB | 24 | Underweight | Raise portfolio ESG score | null | 46.2 | 121.9 | VendorB | 239 | 95 | Approved | Vendor data cross-checked |
SI000509 | 2025-03-17 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 53.4 | 5 | 94.4 | Utilities:28.4;Comm:33.0;Industrials:14.5;Health:24.2 | PalmOil:0.5% | 2 | RIO;MO | Controversy | Controversy>3 | ESGE;ESGD;ESGU | 9 | Engage | Manage controversy risk | File shareholder proposal;Quarterly check-ins;Request disclosure improvement;Set KPI targets | 55 | 95.3 | VendorA | 118 | 76 | Approved | Vendor data cross-checked |
SI000510 | 2025-03-17 | AU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 65.1 | 0 | 293.9 | Financials:21.1;Materials:11.0;Comm:10.5;Tech:16.1;Industrials:11.8;Consumer:7.2;Health:22.3 | null | 0 | null | CarbonCap | Carbon>150.0 | GRNB | 18 | Engage | Reduce carbon intensity | File shareholder proposal;Send engagement letter | 68.6 | 271.3 | Internal | 263 | 80 | null | Weekly ESG data refresh applied |
SI000511 | 2024-12-25 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 62.7 | 2 | 134.4 | Financials:24.3;Consumer:7.2;Energy:12.2;Health:24.9;Industrials:16.5;RealEstate:14.9 | null | 4 | AAPL;BTI;ADM;TSLA | CarbonCap | Carbon>100.0 | DSI | 33 | Engage | Reduce carbon intensity | File shareholder proposal;Send engagement letter | 65.8 | 111 | Internal | 231 | 94 | Approved | Vendor data cross-checked |
SI000512 | 2025-12-23 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 61.8 | 1 | 217.7 | Financials:17.5;Tech:22.5;Consumer:11.0;Materials:24.0;RealEstate:5.8;Comm:19.3 | Tobacco:0.5%;Weapons:1.0% | 3 | BHP;META;BA | ScreenHits | Weapons revenue exposure;Tobacco revenue exposure | SUSA | 15 | Replace | Screen breach remediation | null | 62.4 | 201.3 | VendorB | 55 | 91 | null | Client mandate confirmed at onboarding |
SI000513 | 2025-03-07 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 79.7 | 5 | 277.4 | Energy:16.9;Health:14.0;Materials:28.2;Consumer:40.8 | Weapons:0.5% | 0 | null | null | null | null | 4 | Defer | Within mandate; monitor | null | 80.5 | 282.3 | VendorB | 136 | 77 | null | Policy reviewed by compliance |
SI000514 | 2024-10-09 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 64.1 | 0 | 104.9 | Utilities:11.2;Tech:25.3;Materials:27.1;Financials:26.2;Energy:10.3 | Weapons:0.5% | 0 | null | ScreenHits | Weapons revenue exposure | USXF | 29 | Replace | Screen breach remediation | null | 64.8 | 88.2 | VendorC | 67 | 84 | SuggestedEdits | Exception documented and approved |
SI000515 | 2024-12-24 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 76.8 | 5 | 122.7 | RealEstate:22.2;Industrials:21.4;Energy:40.2;Financials:16.2 | Weapons:0.5% | 5 | BHP;NEM;XOM;ADM;MO | ScreenHits | Controversy>3;Weapons revenue exposure | DSI;USXF;ESGE | 29 | Underweight | Screen breach remediation | null | 80.3 | 105.4 | VendorA | 107 | 77 | Approved | Exception documented and approved |
SI000516 | 2024-12-01 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 62.1 | 0 | 195.5 | Financials:28.2;Utilities:27.5;Comm:6.9;Industrials:5.7;Materials:15.8;RealEstate:15.9 | Tobacco:0.5% | 2 | NEM;BA | CarbonCap | Carbon>100.0 | DSI;ESGE;GRNB | 17 | Replace | Reduce carbon intensity | null | 63.2 | 177.2 | VendorB | 193 | 88 | null | Policy reviewed by compliance |
SI000517 | 2024-12-22 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 67.7 | 0 | 284.9 | Industrials:9.4;Energy:24.4;RealEstate:12.1;Materials:19.3;Health:23.9;Consumer:10.9 | PalmOil:1.0% | 0 | null | null | null | null | 8 | Defer | Within mandate; monitor | null | 67.8 | 282.6 | VendorA | 133 | 89 | Approved | Client mandate confirmed at onboarding |
SI000518 | 2025-10-22 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 56.7 | 0 | 135.4 | Tech:10.2;RealEstate:20.3;Comm:17.5;Energy:15.3;Utilities:15.9;Health:20.8 | null | 4 | MSFT;RTX;TSLA;BA | null | null | null | 8 | Defer | Within mandate; monitor | null | 56.5 | 136.2 | VendorA | 336 | 78 | null | Exception documented and approved |
SI000519 | 2024-09-12 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 80.8 | 2 | 175.9 | RealEstate:21.0;Utilities:8.1;Health:12.2;Financials:6.9;Materials:27.0;Tech:8.0;Energy:16.7 | null | 0 | null | CarbonCap | Carbon>150.0 | DSI;SPYX | 23 | Replace | Reduce carbon intensity | null | 84.6 | 166.4 | VendorA | 298 | 74 | null | Policy reviewed by compliance |
SI000520 | 2024-11-27 | US | ESGScore>=65;NoTobacco;NoPalmOil | 54.8 | 5 | 89 | Consumer:14.9;Comm:16.3;Industrials:9.1;Health:14.5;Utilities:17.6;Financials:14.4;RealEstate:13.3 | null | 2 | NEM;RTX | ESGFloor | ESG<65 | GRNB;ESGU;CRBN | 21 | Replace | Raise portfolio ESG score | null | 55 | 80.5 | VendorA | 137 | 80 | Approved | Weekly ESG data refresh applied |
SI000521 | 2025-06-09 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 53.6 | 2 | 117.8 | Industrials:16.4;Health:20.4;Comm:7.3;Tech:19.3;RealEstate:24.3;Financials:12.4 | null | 0 | null | null | null | null | 18 | Defer | Within mandate; monitor | null | 54.4 | 114.1 | Internal | 165 | 92 | null | Policy reviewed by compliance |
SI000522 | 2024-10-29 | CA | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 54.6 | 3 | 265.4 | Financials:26.6;Industrials:7.6;Energy:9.9;Comm:25.6;RealEstate:30.2 | null | 0 | null | ESGFloor | ESG score below ESGOnly baseline | XESG;ESGD;ESGE | 14 | Engage | Raise portfolio ESG score | Request disclosure improvement;Escalate to vote | 58.4 | 220 | VendorA | 350 | 91 | Approved | Vendor data cross-checked |
SI000523 | 2025-12-17 | US | ESGScore>=65;NoTobacco;NoPalmOil | 77.3 | 0 | 217.5 | Tech:15.2;Energy:12.3;Materials:9.7;Health:7.1;RealEstate:16.8;Comm:18.5;Financials:20.4 | null | 0 | null | null | null | null | 10 | Defer | Within mandate; monitor | null | 77.9 | 215 | Internal | 334 | 82 | null | Vendor data cross-checked |
SI000524 | 2025-03-17 | UK | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 81.1 | 1 | 63 | Health:42.1;Financials:16.1;Materials:23.1;Industrials:18.7 | Tobacco:0.5%;PalmOil:2.5% | 0 | null | ScreenHits | Tobacco revenue exposure | GRNB | 19 | Underweight | Screen breach remediation | null | 81.7 | 58.1 | VendorB | 93 | 70 | null | Exception documented and approved |
SI000525 | 2025-10-01 | US | ESGScore>=65;NoTobacco;NoPalmOil | 70.4 | 1 | 148.3 | Tech:17.6;Financials:26.5;Utilities:15.9;Health:40.0 | Weapons:5.0% | 0 | null | null | null | null | 18 | Defer | Within mandate; monitor | null | 71.1 | 146.1 | VendorC | 210 | 89 | null | Policy reviewed by compliance |
SI000526 | 2025-08-05 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 56.6 | 2 | 231.1 | Comm:22.0;Tech:10.9;Health:16.5;Utilities:13.6;Materials:18.5;RealEstate:18.6 | Weapons:0.5% | 0 | null | ScreenHits | Weapons revenue exposure | ESGD | 22 | Underweight | Screen breach remediation | null | 57.5 | 214.4 | VendorB | 297 | 71 | Approved | Exception documented and approved |
SI000527 | 2025-09-22 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 49.3 | 2 | 120.9 | Utilities:36.5;Health:24.0;Financials:10.2;RealEstate:29.3 | null | 0 | null | null | null | null | 14 | Defer | Within mandate; monitor | null | 50 | 121.7 | VendorA | 148 | 92 | null | Weekly ESG data refresh applied |
SI000528 | 2024-08-21 | UK | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 54.2 | 5 | 270.5 | Energy:21.9;Materials:21.2;Health:29.8;Consumer:27.1 | null | 0 | null | Controversy | Controversy>3 | GRNB | 24 | Divest | Manage controversy risk | null | 55.1 | 269.3 | VendorA | 151 | 74 | SuggestedEdits | Vendor data cross-checked |
SI000529 | 2024-07-15 | CA | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 78 | 3 | 248 | Materials:5.7;Health:10.8;Industrials:19.7;Consumer:14.9;RealEstate:15.2;Energy:7.5;Comm:26.1 | null | 5 | TSLA;NEM;RIO;RTX;MO | null | null | null | 16 | Defer | Within mandate; monitor | null | 78.3 | 251.4 | VendorC | 230 | 93 | Approved | Weekly ESG data refresh applied |
SI000530 | 2025-04-24 | AU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 45.3 | 0 | 138.2 | Tech:8.6;Industrials:18.9;Comm:8.0;Materials:32.9;Financials:31.6 | Weapons:1.0%;PalmOil:0.5% | 4 | LMT;ADM;MO;RTX | ScreenHits | ESG score below ESGOnly baseline;Weapons revenue exposure | SPYX;CRBN | 39 | Replace | Screen breach remediation | null | 45.4 | 131.8 | VendorA | 117 | 92 | SuggestedEdits | Vendor data cross-checked |
SI000531 | 2024-07-27 | UK | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 49.8 | 3 | 152.5 | Financials:32.8;Energy:31.1;RealEstate:17.8;Comm:18.3 | null | 0 | null | null | null | null | 16 | Defer | Within mandate; monitor | null | 50.9 | 152.7 | VendorB | 277 | 88 | null | Client mandate confirmed at onboarding |
SI000532 | 2025-02-23 | CA | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 81.7 | 5 | 210 | Utilities:35.5;Materials:21.2;RealEstate:13.0;Energy:10.1;Comm:20.1 | Weapons:1.0% | 1 | BA | ScreenHits | Carbon>150.0;Weapons revenue exposure | LOWC;XESG | 20 | Replace | Screen breach remediation | null | 84.3 | 182.3 | VendorB | 319 | 99 | null | Exception documented and approved |
SI000533 | 2024-07-17 | CA | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 51.8 | 0 | 78.8 | Materials:17.7;Tech:28.3;Industrials:6.6;Consumer:23.0;Utilities:24.3 | null | 0 | null | null | null | null | 9 | Defer | Within mandate; monitor | null | 52.5 | 77.1 | VendorC | 206 | 83 | null | Exception documented and approved |
SI000534 | 2025-12-24 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 62.7 | 1 | 91.9 | Tech:44.7;Industrials:29.9;Health:11.2;Energy:14.2 | null | 1 | ADM | null | null | null | 11 | Defer | Within mandate; monitor | null | 63.1 | 93.4 | Internal | 341 | 80 | null | Client mandate confirmed at onboarding |
SI000535 | 2025-01-28 | US | ESGScore>=65;NoTobacco;NoPalmOil | 66.9 | 4 | 260.1 | Comm:32.5;Tech:12.1;Consumer:19.5;Utilities:35.8 | Weapons:1.0% | 3 | NEM;BTI;SHEL | null | null | null | 3 | Defer | Within mandate; monitor | null | 67.7 | 249.9 | Internal | 51 | 82 | null | Exception documented and approved |
SI000536 | 2024-08-26 | UK | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 67.8 | 0 | 250.1 | Comm:7.4;Financials:13.2;Utilities:28.2;Health:29.2;Materials:22.1 | null | 4 | PM;META;AAPL;MSFT | null | null | null | 18 | Defer | Within mandate; monitor | null | 69.1 | 250.8 | Internal | 270 | 86 | null | Client mandate confirmed at onboarding |
SI000537 | 2025-04-16 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 67 | 4 | 190.3 | Energy:7.8;RealEstate:23.1;Consumer:18.4;Health:24.9;Industrials:25.8 | null | 0 | null | Controversy | Controversy>3 | USXF | 25 | Divest | Manage controversy risk | null | 67.8 | 182.7 | VendorC | 216 | 98 | null | Exception documented and approved |
SI000538 | 2025-07-04 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 75.9 | 3 | 210.7 | Tech:23.0;RealEstate:9.7;Materials:16.0;Energy:21.6;Comm:13.6;Health:16.1 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | XESG;ESGD | 14 | Underweight | Reduce carbon intensity | null | 76.3 | 183.6 | Internal | 131 | 97 | Approved | Vendor data cross-checked |
SI000539 | 2024-11-08 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 52.6 | 2 | 233.7 | Utilities:16.5;Materials:25.7;Health:25.6;Energy:14.7;Financials:17.6 | null | 0 | null | ESGFloor | ESG score below ESGOnly baseline | DSI | 20 | Replace | Raise portfolio ESG score | null | 52.9 | 207 | VendorA | 349 | 99 | null | Client mandate confirmed at onboarding |
SI000540 | 2025-02-06 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 60.4 | 1 | 102.2 | Energy:23.2;RealEstate:16.8;Materials:19.4;Consumer:8.9;Industrials:6.0;Utilities:9.1;Tech:16.6 | Weapons:15.0% | 0 | null | CarbonCap | Carbon>100.0 | ESGE;GRNB;XESG | 39 | Replace | Reduce carbon intensity | null | 61.9 | 87.3 | VendorC | 360 | 84 | null | Exception documented and approved |
SI000541 | 2025-07-31 | SG | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 69.3 | 0 | 86.5 | Energy:19.7;Health:44.9;RealEstate:22.5;Industrials:13.0 | Tobacco:1.0% | 0 | null | null | null | null | 15 | Defer | Within mandate; monitor | null | 69.9 | 85.9 | VendorB | 356 | 99 | Approved | Client mandate confirmed at onboarding |
SI000542 | 2024-09-03 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 60.6 | 3 | 293.8 | Utilities:11.7;Financials:36.9;Consumer:13.9;Industrials:37.4 | Tobacco:1.0%;Weapons:10.0% | 1 | RTX | ScreenHits | Weapons revenue exposure | DSI | 20 | Divest | Screen breach remediation | null | 64.2 | 263.8 | VendorB | 279 | 70 | null | Vendor data cross-checked |
SI000543 | 2025-04-21 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 65.4 | 1 | 174.6 | Consumer:19.2;Financials:19.6;RealEstate:11.3;Utilities:17.4;Energy:13.9;Comm:18.5 | ThermalCoal:1.0%;PalmOil:1.0% | 0 | null | null | null | null | 15 | Defer | Within mandate; monitor | null | 66.6 | 169.2 | VendorC | 114 | 83 | null | Client mandate confirmed at onboarding |
SI000544 | 2025-03-26 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 63.1 | 1 | 103.5 | Comm:8.6;Materials:8.4;Tech:14.3;Industrials:10.4;Health:19.7;Energy:19.3;Utilities:19.4 | null | 0 | null | null | null | null | 17 | Defer | Within mandate; monitor | null | 63.5 | 105.5 | VendorC | 226 | 75 | null | Weekly ESG data refresh applied |
SI000545 | 2025-06-01 | AU | ESGScore>=65;NoTobacco;NoPalmOil | 74.1 | 1 | 248.8 | Materials:21.1;Health:33.0;Consumer:15.1;RealEstate:30.7 | Weapons:0.5%;PalmOil:5.0% | 5 | BHP;PM;BN;NEM;ADM | null | null | null | 3 | Defer | Within mandate; monitor | null | 75.5 | 239.4 | Internal | 50 | 81 | null | Exception documented and approved |
SI000546 | 2024-12-20 | AU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 84.7 | 2 | 65.9 | Utilities:9.6;Financials:21.1;Health:19.9;Tech:31.7;Materials:17.7 | Weapons:0.5% | 4 | RIO;ADM;SHEL;LMT | ScreenHits | Weapons revenue exposure | ESGD | 36 | Replace | Screen breach remediation | null | 88.2 | 55.2 | VendorA | 301 | 96 | Approved | Policy reviewed by compliance |
SI000547 | 2025-07-27 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 78 | 3 | 304.4 | RealEstate:18.9;Materials:5.4;Comm:11.0;Health:18.5;Industrials:19.8;Consumer:16.6;Utilities:9.8 | Tobacco:1.0% | 0 | null | ScreenHits | Tobacco revenue exposure | ESGE | 15 | Replace | Screen breach remediation | null | 81.8 | 283.6 | VendorA | 280 | 86 | null | Weekly ESG data refresh applied |
SI000548 | 2025-10-03 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 56.2 | 1 | 212.6 | RealEstate:13.1;Utilities:21.4;Comm:10.5;Financials:22.0;Materials:13.2;Tech:19.8 | Tobacco:1.0% | 1 | META | null | null | null | 10 | Defer | Within mandate; monitor | null | 55.9 | 205.1 | VendorA | 277 | 94 | Approved | Policy reviewed by compliance |
SI000549 | 2025-07-31 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 48.4 | 2 | 115.6 | Materials:9.3;Consumer:8.3;RealEstate:8.1;Health:36.4;Energy:9.3;Financials:20.7;Industrials:7.9 | PalmOil:2.5% | 0 | null | null | null | null | 4 | Defer | Within mandate; monitor | null | 48.4 | 110.5 | VendorB | 307 | 80 | null | Client mandate confirmed at onboarding |
SI000550 | 2025-09-26 | CA | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 75.8 | 3 | 307.2 | Health:28.2;Financials:33.8;Consumer:10.7;Materials:14.7;Comm:12.6 | ThermalCoal:0.5% | 4 | AAPL;LMT;MSFT;META | null | null | null | 7 | Defer | Within mandate; monitor | null | 76.2 | 312.4 | Internal | 130 | 87 | Approved | Exception documented and approved |
SI000551 | 2025-07-31 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 70.8 | 3 | 71.9 | Utilities:16.7;Financials:10.7;Tech:17.2;Comm:17.7;RealEstate:8.7;Health:29.1 | ThermalCoal:0.5%;Tobacco:5.0% | 0 | null | ScreenHits | Thermal coal revenue exposure | USXF;LOWC | 31 | Divest | Screen breach remediation | null | 71.5 | 60.2 | Internal | 286 | 94 | null | Policy reviewed by compliance |
SI000552 | 2025-01-14 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 78.4 | 3 | 129.9 | Consumer:18.6;Tech:12.9;Health:28.8;Energy:39.7 | null | 2 | BN;LMT | null | null | null | 5 | Defer | Within mandate; monitor | null | 79 | 125 | VendorC | 278 | 88 | null | Weekly ESG data refresh applied |
SI000553 | 2025-08-29 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 50.1 | 5 | 225.6 | Tech:20.4;Financials:9.8;Consumer:10.7;RealEstate:19.8;Utilities:25.5;Industrials:13.7 | Tobacco:2.5% | 1 | TSLA | CarbonCap | Controversy>2;Carbon>100.0 | ESGU | 28 | Replace | Reduce carbon intensity | null | 54 | 210.3 | VendorB | 248 | 99 | Approved | Weekly ESG data refresh applied |
SI000554 | 2025-05-02 | SG | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 78.9 | 2 | 290.7 | Materials:16.7;Utilities:14.0;RealEstate:14.1;Energy:6.7;Consumer:18.1;Comm:13.6;Financials:16.7 | ThermalCoal:0.5%;Weapons:2.5%;PalmOil:10.0% | 0 | null | ScreenHits | Weapons revenue exposure | CRBN;ESGD | 34 | Replace | Screen breach remediation | null | 78.9 | 247.4 | Internal | 155 | 84 | null | Client mandate confirmed at onboarding |
SI000555 | 2025-12-25 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 82.2 | 5 | 90.2 | Tech:29.5;Financials:19.3;Industrials:9.7;Energy:21.4;Materials:12.8;Utilities:7.3 | ThermalCoal:2.5% | 4 | NEM;SHEL;TSLA;BN | ScreenHits | Controversy>3;Thermal coal revenue exposure | ESGE;LOWC;ESGU | 20 | Underweight | Screen breach remediation | null | 84.5 | 78.6 | Internal | 182 | 98 | Approved | Weekly ESG data refresh applied |
SI000556 | 2024-12-16 | CA | ESGScore>=65;NoTobacco;NoPalmOil | 69 | 4 | 93.9 | Comm:21.9;Consumer:30.3;Health:20.9;RealEstate:19.5;Energy:7.5 | Tobacco:1.0%;Weapons:10.0%;PalmOil:1.0% | 0 | null | ScreenHits | Tobacco revenue exposure | GRNB;ESGE | 42 | Divest | Screen breach remediation | null | 72.9 | 84.7 | VendorA | 314 | 81 | SuggestedEdits | Policy reviewed by compliance |
SI000557 | 2024-11-07 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 76 | 0 | 261.5 | Health:25.3;Consumer:20.4;Utilities:9.7;Comm:11.7;Materials:32.9 | Weapons:0.5% | 0 | null | ScreenHits | Weapons revenue exposure | DSI;LOWC | 21 | Replace | Screen breach remediation | null | 76.1 | 233.2 | VendorB | 63 | 99 | null | Policy reviewed by compliance |
SI000558 | 2025-03-07 | US | ESGScore>=65;NoTobacco;NoPalmOil | 82.1 | 2 | 164 | Utilities:12.8;Tech:30.0;Energy:19.2;RealEstate:15.6;Materials:22.5 | Weapons:15.0% | 0 | null | null | null | null | 5 | Defer | Within mandate; monitor | null | 81.9 | 163.4 | VendorC | 286 | 95 | Approved | Client mandate confirmed at onboarding |
SI000559 | 2025-05-31 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 46.7 | 5 | 122.1 | RealEstate:22.0;Financials:5.5;Consumer:8.8;Utilities:17.0;Comm:21.3;Industrials:10.6;Energy:14.9 | PalmOil:10.0% | 0 | null | Controversy | ESG score below ESGOnly baseline;Controversy>3 | CRBN;LOWC;XESG | 18 | Divest | Manage controversy risk | null | 49.8 | 120.9 | Internal | 72 | 88 | null | Vendor data cross-checked |
SI000560 | 2025-11-20 | UK | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 68.1 | 0 | 74.3 | Tech:8.9;Materials:17.0;Energy:10.9;Industrials:22.3;Consumer:15.6;Comm:13.3;RealEstate:12.0 | Weapons:2.5% | 0 | null | null | null | null | 9 | Defer | Within mandate; monitor | null | 68 | 74.3 | VendorA | 167 | 96 | Approved | Exception documented and approved |
SI000561 | 2025-09-24 | UK | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 48.3 | 5 | 318.5 | Financials:5.8;Energy:24.0;Comm:19.2;Consumer:6.8;Materials:15.2;Health:9.7;Utilities:19.2 | ThermalCoal:1.0%;Weapons:1.0% | 2 | META;ADM | ScreenHits | Carbon>150.0;Thermal coal revenue exposure;Weapons revenue exposure | ESGD;GRNB | 14 | Replace | Screen breach remediation | null | 51 | 286.6 | VendorB | 113 | 92 | null | Weekly ESG data refresh applied |
SI000562 | 2025-09-24 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 83.4 | 2 | 73 | RealEstate:18.2;Materials:17.1;Industrials:16.5;Financials:12.1;Health:11.6;Comm:20.3;Tech:4.3 | null | 1 | NEM | null | null | null | 11 | Defer | Within mandate; monitor | null | 83.6 | 73 | VendorA | 244 | 85 | null | Client mandate confirmed at onboarding |
SI000563 | 2025-12-23 | AU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 81.8 | 5 | 76.1 | Financials:14.5;Materials:17.7;Comm:20.6;Health:27.6;RealEstate:19.5 | null | 4 | META;SHEL;XOM;MO | Controversy | Controversy>3 | ESGE;SUSA | 25 | Engage | Manage controversy risk | File shareholder proposal;Escalate to vote | 85.4 | 75.8 | VendorC | 88 | 78 | null | Policy reviewed by compliance |
SI000564 | 2025-02-23 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 76.2 | 0 | 234.5 | Materials:12.3;RealEstate:13.8;Tech:14.3;Comm:9.5;Utilities:9.8;Energy:19.9;Financials:20.4 | ThermalCoal:1.0%;Weapons:0.5% | 2 | MO;BN | CarbonCap | Carbon>100.0 | XESG;USXF;ESGE | 8 | Underweight | Reduce carbon intensity | null | 77.1 | 204.5 | VendorC | 307 | 72 | SuggestedEdits | Client mandate confirmed at onboarding |
SI000565 | 2025-09-07 | AU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 77.3 | 5 | 304.9 | Tech:15.1;Materials:25.4;Utilities:11.8;Health:23.7;Comm:24.0 | PalmOil:0.5% | 2 | BHP;SHEL | CarbonCap | Carbon>150.0 | DSI | 14 | Underweight | Reduce carbon intensity | null | 77.6 | 288.8 | VendorB | 175 | 94 | Approved | Vendor data cross-checked |
SI000566 | 2024-07-22 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 46.8 | 4 | 70.9 | Financials:18.1;Industrials:8.1;RealEstate:20.3;Tech:13.0;Health:17.7;Utilities:10.3;Consumer:12.6 | Tobacco:0.5%;Weapons:0.5% | 1 | META | ScreenHits | ESG<65;Tobacco revenue exposure | GRNB;CRBN | 20 | Replace | Screen breach remediation | null | 50.4 | 67 | Internal | 345 | 93 | null | Vendor data cross-checked |
SI000567 | 2025-03-06 | US | ESGScore>=65;NoTobacco;NoPalmOil | 50.9 | 4 | 129.8 | Comm:11.5;Consumer:19.7;Utilities:24.8;Industrials:9.0;RealEstate:22.9;Tech:12.1 | null | 0 | null | ESGFloor | ESG<65 | SPYX;USXF | 25 | Underweight | Raise portfolio ESG score | null | 53.6 | 118.8 | Internal | 295 | 86 | Approved | Policy reviewed by compliance |
SI000568 | 2025-03-11 | AU | ESGScore>=65;NoTobacco;NoPalmOil | 51.3 | 2 | 212.7 | RealEstate:28.2;Tech:8.9;Comm:14.2;Utilities:21.3;Materials:10.4;Industrials:17.1 | ThermalCoal:5.0% | 1 | RTX | ESGFloor | ESG<65 | DSI | 11 | Underweight | Raise portfolio ESG score | null | 54 | 182.4 | VendorB | 263 | 99 | null | Weekly ESG data refresh applied |
SI000569 | 2025-01-16 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 78.3 | 4 | 223.4 | Materials:23.3;Energy:18.0;Utilities:20.0;Tech:20.1;Financials:13.2;Industrials:5.4 | PalmOil:0.5% | 0 | null | CarbonCap | Carbon>150.0 | CRBN;XESG;GRNB | 35 | Underweight | Reduce carbon intensity | null | 80 | 212.4 | VendorB | 56 | 73 | SuggestedEdits | Vendor data cross-checked |
SI000570 | 2025-01-13 | US | ESGScore>=65;NoTobacco;NoPalmOil | 47.4 | 4 | 67.2 | Utilities:16.6;Financials:6.4;Industrials:13.3;RealEstate:27.7;Health:22.5;Comm:13.4 | Tobacco:5.0% | 4 | XOM;AAPL;ADM;LMT | ScreenHits | ESG<65;Tobacco revenue exposure | ESGD;SUSA;SPYX | 22 | Replace | Screen breach remediation | null | 50.9 | 59.8 | VendorA | 134 | 70 | null | Client mandate confirmed at onboarding |
SI000571 | 2025-08-02 | AU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 74.2 | 5 | 93.1 | RealEstate:12.1;Materials:20.7;Utilities:26.9;Energy:7.5;Consumer:23.2;Industrials:9.5 | null | 0 | null | null | null | null | 15 | Defer | Within mandate; monitor | null | 74.5 | 93.9 | VendorA | 150 | 94 | null | Vendor data cross-checked |
SI000572 | 2025-10-11 | CA | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 63.7 | 0 | 155.3 | Energy:29.8;Tech:16.6;Financials:28.7;Industrials:24.9 | Weapons:0.5% | 0 | null | ScreenHits | Weapons revenue exposure | CRBN;GRNB;LOWC | 23 | Divest | Screen breach remediation | null | 66.8 | 138.6 | Internal | 43 | 84 | Approved | Weekly ESG data refresh applied |
SI000573 | 2024-09-08 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 69.1 | 2 | 111 | Comm:19.4;Energy:23.4;Materials:13.9;Financials:25.4;Industrials:17.8 | null | 0 | null | CarbonCap | Carbon>100.0 | XESG;USXF | 22 | Replace | Reduce carbon intensity | null | 70.6 | 96 | Internal | 175 | 73 | null | Weekly ESG data refresh applied |
SI000574 | 2025-06-20 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 60.2 | 3 | 228.5 | Health:15.3;Industrials:33.0;Materials:27.8;Energy:8.9;RealEstate:15.1 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | USXF;LOWC | 26 | Underweight | Reduce carbon intensity | null | 62.5 | 198.8 | VendorB | 204 | 99 | null | Exception documented and approved |
SI000575 | 2025-09-05 | UK | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 80.9 | 5 | 179 | RealEstate:9.9;Health:38.2;Energy:37.1;Financials:14.9 | Tobacco:2.5% | 5 | SHEL;BTI;META;BA;AAPL | CarbonCap | Controversy>2;Carbon>100.0 | ESGD | 28 | Underweight | Reduce carbon intensity | null | 83 | 165.6 | Internal | 293 | 98 | SuggestedEdits | Policy reviewed by compliance |
SI000576 | 2025-11-17 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 49.9 | 0 | 204.2 | Health:21.2;Materials:28.7;RealEstate:25.3;Comm:24.7 | null | 3 | BN;SHEL;BA | CarbonCap | Carbon>100.0 | DSI;XESG | 21 | Replace | Reduce carbon intensity | null | 53.3 | 182.4 | VendorC | 54 | 72 | null | Vendor data cross-checked |
SI000577 | 2024-09-25 | US | ESGScore>=65;NoTobacco;NoPalmOil | 72.3 | 5 | 225.2 | Consumer:13.2;Materials:19.4;Industrials:18.4;RealEstate:8.5;Financials:20.0;Tech:6.5;Utilities:14.0 | Tobacco:2.5% | 0 | null | ScreenHits | Tobacco revenue exposure | ESGD | 20 | Underweight | Screen breach remediation | null | 74.7 | 216.2 | VendorC | 310 | 92 | SuggestedEdits | Vendor data cross-checked |
SI000578 | 2024-09-09 | US | ESGScore>=65;NoTobacco;NoPalmOil | 69.8 | 1 | 254.3 | Materials:18.1;Comm:27.3;Tech:19.2;Industrials:11.0;Financials:14.6;Utilities:9.9 | null | 0 | null | null | null | null | 13 | Defer | Within mandate; monitor | null | 69.4 | 246 | VendorC | 193 | 89 | null | Exception documented and approved |
SI000579 | 2025-03-16 | AU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 66.4 | 1 | 113.6 | Tech:19.2;Health:20.9;Consumer:16.0;RealEstate:22.5;Industrials:12.6;Energy:8.8 | ThermalCoal:0.5% | 0 | null | ScreenHits | Thermal coal revenue exposure | DSI;SPYX;LOWC | 27 | Replace | Screen breach remediation | null | 67.5 | 104.7 | VendorA | 109 | 72 | null | Client mandate confirmed at onboarding |
SI000580 | 2025-08-23 | US | ESGScore>=65;NoTobacco;NoPalmOil | 84 | 3 | 278.9 | Industrials:28.6;Utilities:25.2;Comm:11.6;Tech:7.8;Consumer:26.8 | null | 3 | ADM;RIO;TSLA | null | null | null | 10 | Defer | Within mandate; monitor | null | 83.5 | 284.3 | VendorC | 221 | 73 | null | Client mandate confirmed at onboarding |
SI000581 | 2024-09-20 | SG | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 78.1 | 2 | 183.6 | Energy:8.7;Comm:13.6;Financials:19.9;Health:20.3;Materials:18.9;Consumer:18.6 | null | 0 | null | CarbonCap | Carbon>100.0 | CRBN | 14 | Replace | Reduce carbon intensity | null | 81.4 | 171.6 | VendorA | 280 | 87 | null | Client mandate confirmed at onboarding |
SI000582 | 2025-03-25 | CA | ESGScore>=65;NoTobacco;NoPalmOil | 75.7 | 5 | 83.2 | Materials:21.5;Utilities:8.3;Energy:8.6;Industrials:21.2;Tech:18.0;Health:22.4 | Tobacco:0.5% | 0 | null | ScreenHits | Tobacco revenue exposure | USXF | 37 | Replace | Screen breach remediation | null | 78.2 | 70.3 | VendorA | 303 | 94 | Approved | Exception documented and approved |
SI000583 | 2025-12-14 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 65.1 | 3 | 307.9 | Materials:12.6;Industrials:27.8;Consumer:19.0;Comm:14.5;Utilities:15.1;Financials:10.9 | null | 3 | NEM;XOM;RTX | CarbonCap | Controversy>2;Carbon>100.0 | DSI | 20 | Replace | Reduce carbon intensity | null | 69 | 281.9 | VendorB | 226 | 73 | null | Policy reviewed by compliance |
SI000584 | 2025-02-23 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 74.1 | 2 | 202.1 | Industrials:34.6;Energy:24.6;Tech:17.8;Materials:23.0 | ThermalCoal:0.5%;Tobacco:15.0%;PalmOil:10.0% | 2 | MSFT;MO | CarbonCap | Carbon>100.0 | ESGU;ESGD | 16 | Underweight | Reduce carbon intensity | null | 74.9 | 175.7 | VendorB | 226 | 81 | Approved | Weekly ESG data refresh applied |
SI000585 | 2024-09-22 | US | ESGScore>=65;NoTobacco;NoPalmOil | 85 | 5 | 230.1 | Consumer:6.7;Comm:31.3;Health:16.4;RealEstate:27.8;Industrials:17.8 | null | 3 | PM;NEM;RTX | null | null | null | 14 | Defer | Within mandate; monitor | null | 85.9 | 228.1 | Internal | 207 | 77 | null | Vendor data cross-checked |
SI000586 | 2024-12-18 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 82.1 | 3 | 76.7 | Comm:26.0;Health:22.9;Consumer:32.2;Tech:19.0 | null | 0 | null | null | null | null | 4 | Defer | Within mandate; monitor | null | 83.5 | 73 | VendorA | 263 | 93 | null | Client mandate confirmed at onboarding |
SI000587 | 2025-10-19 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 69.4 | 3 | 99.1 | Financials:28.9;Consumer:8.0;Energy:29.6;Industrials:10.1;Comm:7.0;Materials:16.4 | PalmOil:5.0% | 0 | null | null | null | null | 14 | Defer | Within mandate; monitor | null | 70.2 | 94.6 | Internal | 174 | 75 | null | Client mandate confirmed at onboarding |
SI000588 | 2025-11-18 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 50.5 | 0 | 151.7 | Consumer:22.8;RealEstate:19.4;Materials:9.5;Industrials:12.2;Utilities:15.9;Energy:20.2 | null | 1 | TSLA | CarbonCap | Carbon>100.0 | XESG;ESGD | 16 | Engage | Reduce carbon intensity | File shareholder proposal;Request disclosure improvement;Set KPI targets | 52.2 | 124.6 | VendorB | 307 | 87 | null | Client mandate confirmed at onboarding |
SI000589 | 2025-05-02 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 83.4 | 3 | 225.3 | Materials:9.4;Tech:18.0;Financials:14.9;Health:12.7;Consumer:11.5;Comm:18.3;Utilities:15.3 | Weapons:5.0% | 0 | null | ScreenHits | Carbon>150.0;Weapons revenue exposure | ESGU | 29 | Divest | Screen breach remediation | null | 87.3 | 213.2 | VendorB | 101 | 97 | null | Exception documented and approved |
SI000590 | 2025-05-09 | US | ESGScore>=65;NoTobacco;NoPalmOil | 62.9 | 0 | 245.6 | Consumer:16.2;Health:13.6;Materials:17.3;Industrials:7.8;Tech:14.5;Energy:15.2;Financials:15.3 | null | 2 | LMT;PM | ESGFloor | ESG<65 | ESGE;USXF | 15 | Underweight | Raise portfolio ESG score | null | 65.6 | 210.6 | Internal | 169 | 98 | null | Vendor data cross-checked |
SI000591 | 2025-05-25 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 66.5 | 2 | 151 | Tech:21.6;Financials:18.9;Materials:18.0;Health:20.7;Utilities:20.9 | Weapons:5.0%;PalmOil:1.0% | 2 | PM;MO | ScreenHits | Carbon>150.0;Weapons revenue exposure | ESGD | 39 | Replace | Screen breach remediation | null | 69 | 133 | VendorC | 118 | 97 | null | Exception documented and approved |
SI000592 | 2025-01-14 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 61.5 | 5 | 197.7 | Tech:34.4;Comm:10.6;Industrials:31.0;Financials:10.0;Consumer:14.0 | ThermalCoal:0.5% | 4 | BHP;AAPL;BN;NEM | Controversy | Controversy>3 | SPYX;DSI | 15 | Engage | Manage controversy risk | File shareholder proposal;Send engagement letter;Quarterly check-ins;Set KPI targets | 61.6 | 197.9 | VendorB | 338 | 96 | null | Vendor data cross-checked |
SI000593 | 2024-09-22 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 50.6 | 5 | 286.8 | Utilities:13.9;Financials:10.5;Materials:9.5;Tech:17.2;Health:17.7;Consumer:17.0;Energy:14.1 | null | 5 | PM;TSLA;AAPL;META;SHEL | CarbonCap | Carbon>150.0 | DSI | 11 | Replace | Reduce carbon intensity | null | 53.3 | 264.1 | VendorA | 280 | 98 | Rejected | Policy reviewed by compliance |
SI000594 | 2024-12-23 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 51.6 | 2 | 61.9 | Consumer:33.7;Tech:23.0;Financials:28.1;Health:15.2 | null | 0 | null | null | null | null | 10 | Defer | Within mandate; monitor | null | 51.8 | 61.7 | Internal | 193 | 71 | null | Vendor data cross-checked |
SI000595 | 2024-12-26 | CA | ESGScore>=65;NoTobacco;NoPalmOil | 78.6 | 4 | 309.8 | Consumer:14.0;Energy:20.5;Utilities:20.9;Tech:25.4;Materials:19.2 | null | 0 | null | null | null | null | 12 | Defer | Within mandate; monitor | null | 79.9 | 301.7 | VendorC | 137 | 97 | null | Weekly ESG data refresh applied |
SI000596 | 2024-08-02 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 67.9 | 3 | 92.7 | Energy:11.5;Tech:14.6;Materials:26.9;Financials:35.3;Health:11.7 | null | 0 | null | null | null | null | 17 | Defer | Within mandate; monitor | null | 67.6 | 88.9 | VendorB | 131 | 81 | null | Client mandate confirmed at onboarding |
SI000597 | 2025-07-20 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 65.2 | 5 | 157.5 | Financials:7.2;Materials:22.0;Health:29.1;Utilities:16.6;Consumer:15.7;Industrials:9.3 | null | 0 | null | Controversy | Controversy>3 | SUSA;USXF | 19 | Divest | Manage controversy risk | null | 65.8 | 153.3 | VendorA | 111 | 73 | Approved | Weekly ESG data refresh applied |
SI000598 | 2025-06-10 | US | ESGScore>=65;NoTobacco;NoPalmOil | 61.7 | 2 | 266.9 | RealEstate:13.2;Consumer:22.7;Tech:15.3;Utilities:7.9;Materials:13.9;Industrials:16.0;Health:11.1 | ThermalCoal:1.0%;Tobacco:5.0% | 3 | RIO;META;MO | ScreenHits | ESG<65;Tobacco revenue exposure | ESGD;XESG;LOWC | 32 | Replace | Screen breach remediation | null | 62.7 | 240.6 | Internal | 132 | 76 | SuggestedEdits | Client mandate confirmed at onboarding |
SI000599 | 2024-12-07 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 81.3 | 1 | 146.5 | Energy:28.3;Consumer:34.4;Tech:10.8;Health:10.1;Financials:16.3 | PalmOil:2.5% | 1 | RIO | CarbonCap | Carbon>100.0 | SPYX;SUSA | 24 | Underweight | Reduce carbon intensity | null | 82.4 | 133.1 | VendorC | 321 | 85 | SuggestedEdits | Client mandate confirmed at onboarding |
SI000600 | 2024-12-06 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 51.3 | 5 | 273.6 | Consumer:5.1;Materials:18.6;Energy:7.5;Health:23.5;Utilities:10.7;Comm:24.4;Industrials:10.3 | null | 0 | null | CarbonCap | Carbon>150.0 | ESGU;USXF | 24 | Replace | Reduce carbon intensity | null | 51.6 | 257.8 | VendorA | 331 | 97 | null | Exception documented and approved |
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