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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SI000601 | 2025-08-13 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 53.3 | 5 | 258.9 | Tech:9.6;Industrials:37.1;Utilities:21.9;Energy:31.4 | Weapons:5.0% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | DSI | 17 | Replace | Reduce carbon intensity | null | 55.2 | 213.3 | VendorA | 31 | 84 | null | Weekly ESG data refresh applied |
SI000602 | 2024-12-02 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 83.6 | 3 | 191.5 | Energy:23.1;Health:13.0;Comm:19.6;Industrials:22.6;Financials:21.6 | null | 4 | META;BA;BHP;MSFT | null | null | null | 6 | Defer | Within mandate; monitor | null | 84.5 | 194.7 | VendorC | 34 | 70 | Approved | Exception documented and approved |
SI000603 | 2025-12-17 | US | ESGScore>=65;NoTobacco;NoPalmOil | 77.3 | 1 | 123 | Health:8.7;Consumer:14.9;Tech:20.6;Energy:10.4;Financials:13.4;Comm:24.6;Industrials:7.5 | null | 2 | SHEL;BN | null | null | null | 14 | Defer | Within mandate; monitor | null | 77.3 | 119.4 | VendorA | 359 | 97 | null | Vendor data cross-checked |
SI000604 | 2024-07-24 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 64.8 | 1 | 246.6 | Energy:19.8;Financials:20.8;Industrials:7.4;Comm:14.1;Tech:11.0;Consumer:26.9 | ThermalCoal:2.5% | 0 | null | CarbonCap | Carbon>100.0 | SUSA;SPYX | 12 | Replace | Reduce carbon intensity | null | 66.2 | 204.1 | Internal | 184 | 81 | SuggestedEdits | Exception documented and approved |
SI000605 | 2025-02-19 | CA | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 83 | 0 | 85.6 | Comm:25.5;Utilities:21.6;Industrials:17.4;Consumer:8.9;Materials:26.5 | null | 1 | MO | null | null | null | 4 | Defer | Within mandate; monitor | null | 83.7 | 87.1 | VendorA | 140 | 94 | Approved | Exception documented and approved |
SI000606 | 2025-06-16 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 69.5 | 4 | 77.5 | Energy:6.6;Health:21.1;Materials:7.3;Utilities:16.7;Comm:6.2;Industrials:22.0;Financials:20.0 | null | 1 | BN | Controversy | Controversy>3 | ESGU;CRBN | 29 | Divest | Manage controversy risk | null | 72.5 | 77.7 | VendorC | 99 | 84 | Approved | Vendor data cross-checked |
SI000607 | 2024-10-11 | SG | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 55.6 | 0 | 257.5 | Materials:7.5;Consumer:20.0;Financials:19.5;Tech:23.2;Utilities:8.9;Industrials:20.9 | ThermalCoal:10.0%;Weapons:0.5% | 1 | ADM | ScreenHits | Weapons revenue exposure | CRBN | 23 | Divest | Screen breach remediation | null | 56.6 | 236.9 | Internal | 147 | 95 | null | Weekly ESG data refresh applied |
SI000608 | 2024-07-21 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 48.7 | 5 | 196.2 | Utilities:13.8;Comm:15.4;Industrials:13.7;RealEstate:19.4;Materials:8.5;Consumer:16.9;Energy:12.1 | ThermalCoal:1.0%;Weapons:2.5% | 1 | MO | ScreenHits | ESG score below ESGOnly baseline;Controversy>3;Weapons revenue exposure | ESGE;SPYX | 34 | Replace | Screen breach remediation | null | 49.4 | 180.5 | VendorC | 347 | 95 | SuggestedEdits | Weekly ESG data refresh applied |
SI000609 | 2024-09-16 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 76.4 | 5 | 114.1 | Tech:20.8;Utilities:17.6;Energy:22.9;Health:16.7;Industrials:22.0 | null | 0 | null | Controversy | Controversy>3 | ESGD;LOWC;ESGU | 38 | Divest | Manage controversy risk | null | 78.9 | 115.5 | VendorB | 209 | 84 | Approved | Vendor data cross-checked |
SI000610 | 2024-07-20 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 46.1 | 2 | 217.8 | Financials:28.4;Tech:24.2;Industrials:22.0;Materials:25.3 | null | 5 | META;BN;TSLA;SHEL;BHP | ESGFloor | ESG score below ESGOnly baseline | CRBN;GRNB;ESGU | 23 | Replace | Raise portfolio ESG score | null | 48.8 | 197.1 | VendorB | 363 | 97 | null | Client mandate confirmed at onboarding |
SI000611 | 2025-09-12 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 48.6 | 0 | 246.9 | RealEstate:28.7;Materials:15.4;Financials:17.3;Utilities:16.7;Industrials:10.6;Consumer:11.3 | null | 3 | BTI;MO;BN | CarbonCap | Carbon>150.0 | GRNB | 22 | Replace | Reduce carbon intensity | null | 49.3 | 220 | VendorB | 332 | 84 | Approved | Policy reviewed by compliance |
SI000612 | 2024-08-05 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 80.9 | 3 | 151.3 | Comm:31.8;Energy:23.1;Industrials:12.3;Financials:32.8 | PalmOil:2.5% | 3 | BHP;AAPL;ADM | CarbonCap | Carbon>150.0 | GRNB;LOWC;USXF | 33 | Engage | Reduce carbon intensity | Send engagement letter;Escalate to vote | 82.2 | 138.1 | VendorA | 63 | 93 | null | Weekly ESG data refresh applied |
SI000613 | 2024-10-25 | CA | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 58.2 | 4 | 198.3 | Financials:8.6;RealEstate:22.6;Utilities:20.2;Comm:29.1;Energy:9.5;Tech:10.0 | Weapons:0.5% | 3 | LMT;MSFT;BHP | ScreenHits | Carbon>150.0;Weapons revenue exposure | SPYX;XESG | 28 | Underweight | Screen breach remediation | null | 60.7 | 185.6 | VendorB | 217 | 84 | Approved | Client mandate confirmed at onboarding |
SI000614 | 2025-08-19 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 56.7 | 4 | 275.5 | Materials:25.1;Health:23.5;Comm:12.3;Consumer:25.4;Utilities:13.7 | PalmOil:0.5% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | LOWC;SPYX | 26 | Underweight | Reduce carbon intensity | null | 60.5 | 237.4 | Internal | 116 | 97 | null | Policy reviewed by compliance |
SI000615 | 2024-10-23 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 50 | 0 | 229.8 | Health:21.5;Energy:22.4;Utilities:14.1;Tech:16.7;Financials:8.6;Industrials:9.6;Consumer:7.1 | ThermalCoal:1.0%;PalmOil:0.5% | 1 | ADM | ScreenHits | Thermal coal revenue exposure | ESGD;SPYX | 10 | Underweight | Screen breach remediation | null | 50.6 | 219.2 | VendorB | 280 | 85 | null | Exception documented and approved |
SI000616 | 2025-05-05 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 60.1 | 3 | 193.1 | Comm:23.1;Financials:25.7;Materials:16.3;Tech:23.3;Consumer:11.7 | ThermalCoal:5.0% | 0 | null | ScreenHits | Thermal coal revenue exposure | USXF | 17 | Underweight | Screen breach remediation | null | 62 | 177.6 | VendorB | 62 | 77 | Approved | Vendor data cross-checked |
SI000617 | 2025-02-17 | US | ESGScore>=65;NoTobacco;NoPalmOil | 75.1 | 0 | 201.1 | Financials:7.9;Tech:18.0;Comm:11.8;Health:19.0;Utilities:17.5;Materials:7.7;RealEstate:18.3 | null | 0 | null | null | null | null | 7 | Defer | Within mandate; monitor | null | 76.1 | 204.4 | VendorB | 68 | 80 | Approved | Policy reviewed by compliance |
SI000618 | 2025-02-24 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 83.6 | 5 | 283.6 | Comm:35.4;RealEstate:8.3;Utilities:20.9;Materials:35.4 | null | 0 | null | CarbonCap | Carbon>150.0 | ESGD | 20 | Replace | Reduce carbon intensity | null | 83.7 | 237.5 | VendorC | 94 | 84 | null | Policy reviewed by compliance |
SI000619 | 2025-12-20 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 62.1 | 3 | 244.7 | Industrials:16.3;Tech:10.0;Comm:16.3;Materials:14.6;Energy:42.8 | null | 0 | null | null | null | null | 8 | Defer | Within mandate; monitor | null | 63.1 | 249.3 | VendorB | 233 | 73 | Approved | Client mandate confirmed at onboarding |
SI000620 | 2025-01-30 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 45.1 | 2 | 283 | Health:15.8;Materials:12.0;Industrials:19.6;Consumer:10.4;RealEstate:15.3;Comm:26.9 | null | 0 | null | ESGFloor | ESG score below ESGOnly baseline | GRNB;SPYX | 23 | Underweight | Raise portfolio ESG score | null | 46.9 | 267.7 | VendorC | 149 | 91 | SuggestedEdits | Vendor data cross-checked |
SI000621 | 2024-10-25 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 75.8 | 2 | 110.4 | Consumer:22.4;Comm:24.1;Energy:20.7;Materials:6.5;RealEstate:26.3 | Tobacco:1.0% | 0 | null | CarbonCap | Carbon>100.0 | USXF;ESGU;ESGD | 21 | Underweight | Reduce carbon intensity | null | 77.8 | 93 | VendorA | 47 | 71 | null | Exception documented and approved |
SI000622 | 2024-08-31 | UK | ESGScore>=65;NoTobacco;NoPalmOil | 77.7 | 2 | 175.3 | Comm:17.8;Utilities:28.5;Materials:13.6;Health:7.1;Tech:19.9;Energy:13.0 | null | 0 | null | null | null | null | 17 | Defer | Within mandate; monitor | null | 78.7 | 174.1 | VendorB | 252 | 97 | null | Weekly ESG data refresh applied |
SI000623 | 2025-04-24 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 51.7 | 4 | 263.5 | Consumer:20.9;Comm:11.1;Health:12.4;Materials:16.6;Financials:19.5;Industrials:19.4 | null | 0 | null | Controversy | Controversy>3 | LOWC | 34 | Underweight | Manage controversy risk | null | 54.1 | 262.7 | VendorB | 235 | 72 | null | Client mandate confirmed at onboarding |
SI000624 | 2025-10-28 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 74.1 | 0 | 86.6 | Financials:12.1;Industrials:18.7;Tech:6.3;Materials:28.0;Health:11.0;Consumer:23.8 | Weapons:1.0% | 0 | null | ScreenHits | Weapons revenue exposure | XESG;ESGD | 25 | Replace | Screen breach remediation | null | 77.1 | 80.2 | Internal | 130 | 95 | null | Weekly ESG data refresh applied |
SI000625 | 2025-08-11 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 76 | 4 | 67.3 | RealEstate:28.5;Energy:31.0;Materials:13.7;Comm:7.3;Consumer:19.6 | PalmOil:0.5% | 5 | RIO;BN;LMT;XOM;BTI | null | null | null | 8 | Defer | Within mandate; monitor | null | 76.2 | 65.8 | Internal | 303 | 99 | Approved | Weekly ESG data refresh applied |
SI000626 | 2025-06-19 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 84.8 | 5 | 281.4 | Utilities:24.2;Health:14.8;Tech:23.3;Materials:16.8;Comm:6.0;RealEstate:7.5;Energy:7.4 | ThermalCoal:10.0% | 0 | null | ScreenHits | Controversy>3;Thermal coal revenue exposure | ESGE;DSI | 29 | Replace | Screen breach remediation | null | 85.9 | 268.6 | VendorA | 352 | 95 | null | Policy reviewed by compliance |
SI000627 | 2025-02-28 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 59.9 | 3 | 183.1 | Health:27.6;RealEstate:19.1;Materials:34.7;Industrials:18.5 | Weapons:15.0%;PalmOil:1.0% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | DSI | 15 | Replace | Reduce carbon intensity | null | 63.3 | 155.7 | VendorC | 179 | 85 | Approved | Exception documented and approved |
SI000628 | 2024-07-18 | SG | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 54.2 | 5 | 197.3 | Financials:22.5;Industrials:26.9;RealEstate:25.2;Comm:25.4 | Weapons:0.5% | 0 | null | ScreenHits | Carbon>150.0;Weapons revenue exposure | XESG;SUSA | 13 | Replace | Screen breach remediation | null | 57.4 | 184.9 | VendorA | 348 | 79 | null | Weekly ESG data refresh applied |
SI000629 | 2025-08-28 | CA | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 80.7 | 2 | 199.5 | Financials:9.7;Utilities:17.5;RealEstate:24.3;Industrials:13.6;Comm:25.7;Consumer:9.1 | Weapons:0.5%;PalmOil:10.0% | 0 | null | ScreenHits | Carbon>150.0;Weapons revenue exposure | GRNB;SPYX | 35 | Replace | Screen breach remediation | null | 83.6 | 175.3 | VendorC | 115 | 74 | null | Vendor data cross-checked |
SI000630 | 2024-11-26 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 64.4 | 5 | 227.6 | Tech:10.9;Utilities:21.2;Health:20.3;Industrials:21.6;Materials:19.3;Financials:6.6 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | GRNB | 13 | Replace | Reduce carbon intensity | null | 66.9 | 203.1 | Internal | 34 | 75 | SuggestedEdits | Vendor data cross-checked |
SI000631 | 2025-12-16 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 62.5 | 3 | 195.7 | Energy:33.0;Comm:9.1;Financials:25.2;Tech:32.7 | ThermalCoal:1.0%;Weapons:2.5% | 0 | null | ScreenHits | Weapons revenue exposure | CRBN | 23 | Replace | Screen breach remediation | null | 65.3 | 183.7 | VendorC | 322 | 99 | null | Weekly ESG data refresh applied |
SI000632 | 2025-05-04 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 78.5 | 0 | 268.5 | Tech:31.2;Consumer:36.2;Financials:18.6;Health:13.9 | null | 0 | null | null | null | null | 7 | Defer | Within mandate; monitor | null | 79.9 | 272.8 | VendorB | 219 | 92 | null | Policy reviewed by compliance |
SI000633 | 2024-12-03 | US | ESGScore>=65;NoTobacco;NoPalmOil | 63.8 | 5 | 90.4 | Utilities:16.3;Tech:20.4;Comm:14.4;Consumer:7.4;RealEstate:22.6;Energy:11.5;Financials:7.5 | PalmOil:0.5% | 0 | null | ESGFloor | ESG<65 | LOWC;USXF | 39 | Underweight | Raise portfolio ESG score | null | 66.8 | 81 | VendorA | 86 | 85 | null | Vendor data cross-checked |
SI000634 | 2025-09-15 | CA | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 46.1 | 3 | 239.5 | Consumer:18.3;Tech:25.2;RealEstate:11.0;Utilities:5.4;Health:8.2;Industrials:5.7;Energy:26.2 | Tobacco:2.5%;PalmOil:10.0% | 4 | META;TSLA;BA;MSFT | null | null | null | 3 | Defer | Within mandate; monitor | null | 45.6 | 233.7 | VendorA | 331 | 96 | null | Policy reviewed by compliance |
SI000635 | 2025-01-13 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 79.3 | 3 | 276.9 | Materials:28.5;Industrials:37.5;Energy:11.4;Tech:22.6 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | SPYX;GRNB | 30 | Underweight | Reduce carbon intensity | null | 81.3 | 238.9 | Internal | 147 | 70 | null | Vendor data cross-checked |
SI000636 | 2025-11-26 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 75.3 | 1 | 150.6 | Utilities:23.3;Health:16.7;Tech:18.8;Comm:18.6;Financials:13.6;Industrials:9.0 | Tobacco:0.5% | 0 | null | null | null | null | 15 | Defer | Within mandate; monitor | null | 76.7 | 145 | VendorA | 79 | 88 | Approved | Exception documented and approved |
SI000637 | 2025-06-08 | SG | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 61.8 | 4 | 82.6 | Utilities:32.6;Consumer:26.4;Financials:21.5;Tech:19.5 | PalmOil:5.0% | 5 | RTX;AAPL;BN;BTI;LMT | Controversy | Controversy>3 | GRNB | 22 | Underweight | Manage controversy risk | null | 65.3 | 79.8 | VendorA | 180 | 84 | Rejected | Policy reviewed by compliance |
SI000638 | 2024-12-25 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 64.4 | 4 | 284.3 | Industrials:17.3;Consumer:30.5;Utilities:18.4;Health:17.2;Comm:9.3;Materials:7.3 | ThermalCoal:0.5%;Weapons:0.5% | 3 | AAPL;BN;PM | ScreenHits | Carbon>150.0;Thermal coal revenue exposure;Weapons revenue exposure | USXF | 28 | Divest | Screen breach remediation | null | 66.4 | 245.2 | VendorC | 145 | 72 | SuggestedEdits | Weekly ESG data refresh applied |
SI000639 | 2025-06-30 | SG | ESGScore>=65;NoTobacco;NoPalmOil | 49.7 | 3 | 179.8 | RealEstate:12.1;Industrials:37.1;Tech:11.7;Utilities:39.0 | ThermalCoal:0.5% | 0 | null | ESGFloor | ESG<65 | USXF | 29 | Replace | Raise portfolio ESG score | null | 50.7 | 157.9 | VendorA | 106 | 70 | SuggestedEdits | Weekly ESG data refresh applied |
SI000640 | 2025-05-09 | US | ESGScore>=65;NoTobacco;NoPalmOil | 62.6 | 0 | 192.6 | Utilities:30.4;Consumer:31.2;Comm:16.2;Industrials:22.1 | Tobacco:1.0% | 4 | NEM;PM;TSLA;BTI | ScreenHits | ESG<65;Tobacco revenue exposure | SPYX;ESGD;DSI | 40 | Replace | Screen breach remediation | null | 63.4 | 180.3 | Internal | 198 | 77 | null | Policy reviewed by compliance |
SI000641 | 2024-09-08 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 72 | 0 | 211 | RealEstate:17.1;Utilities:13.1;Materials:7.3;Financials:27.7;Comm:34.8 | null | 0 | null | CarbonCap | Carbon>100.0 | ESGU | 25 | Replace | Reduce carbon intensity | null | 73.9 | 201.7 | VendorA | 305 | 79 | null | Weekly ESG data refresh applied |
SI000642 | 2024-11-17 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 75.8 | 0 | 141.5 | Comm:11.0;Industrials:18.9;Materials:15.2;RealEstate:18.9;Tech:10.6;Consumer:9.1;Health:16.3 | Tobacco:10.0% | 2 | RTX;MSFT | null | null | null | 2 | Defer | Within mandate; monitor | null | 75.5 | 138.3 | VendorC | 346 | 88 | Approved | Exception documented and approved |
SI000643 | 2025-02-25 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 50.2 | 2 | 98.1 | Tech:44.5;Utilities:21.1;Health:20.8;Energy:13.5 | Weapons:0.5% | 0 | null | ScreenHits | Weapons revenue exposure | DSI;LOWC;ESGE | 18 | Underweight | Screen breach remediation | null | 50.4 | 88.5 | VendorA | 52 | 96 | SuggestedEdits | Weekly ESG data refresh applied |
SI000644 | 2024-11-15 | US | ESGScore>=65;NoTobacco;NoPalmOil | 78.7 | 0 | 123.7 | Comm:21.9;RealEstate:20.5;Health:37.9;Tech:19.8 | null | 0 | null | null | null | null | 10 | Defer | Within mandate; monitor | null | 78.9 | 121.3 | VendorA | 174 | 86 | Approved | Exception documented and approved |
SI000645 | 2025-11-06 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 50.3 | 0 | 102 | RealEstate:24.4;Consumer:13.1;Utilities:12.7;Comm:21.5;Materials:5.2;Industrials:13.6;Energy:9.6 | Tobacco:15.0%;Weapons:5.0% | 3 | BTI;NEM;BA | CarbonCap | Carbon>100.0 | ESGU;SUSA;CRBN | 29 | Underweight | Reduce carbon intensity | null | 53.5 | 97 | Internal | 255 | 95 | Approved | Vendor data cross-checked |
SI000646 | 2024-12-17 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 58.1 | 4 | 78.5 | Financials:9.9;Health:11.1;Materials:19.4;Industrials:17.5;Utilities:16.7;Comm:11.0;Consumer:14.2 | null | 0 | null | Controversy | Controversy>3 | SUSA | 34 | Engage | Manage controversy risk | Quarterly check-ins;File shareholder proposal;Send engagement letter;Request disclosure improvement | 61 | 79.2 | Internal | 361 | 71 | null | Vendor data cross-checked |
SI000647 | 2025-12-15 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 56.2 | 3 | 307.6 | Energy:13.5;Industrials:45.7;Health:12.9;Utilities:27.9 | ThermalCoal:0.5% | 0 | null | ScreenHits | Thermal coal revenue exposure | ESGE;LOWC;DSI | 25 | Divest | Screen breach remediation | null | 59.3 | 273.9 | VendorA | 193 | 80 | null | Client mandate confirmed at onboarding |
SI000648 | 2025-01-21 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 85 | 0 | 132 | RealEstate:25.0;Energy:24.8;Utilities:26.2;Tech:24.0 | Tobacco:2.5% | 4 | BA;AAPL;MO;ADM | ScreenHits | Tobacco revenue exposure | SUSA | 19 | Underweight | Screen breach remediation | null | 87.4 | 120.8 | VendorC | 126 | 92 | null | Vendor data cross-checked |
SI000649 | 2025-08-26 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 77.4 | 2 | 155.7 | Industrials:11.6;Financials:15.2;RealEstate:7.7;Utilities:22.2;Materials:5.7;Tech:20.7;Energy:16.9 | Weapons:0.5% | 1 | XOM | ScreenHits | Weapons revenue exposure | LOWC;GRNB;SUSA | 30 | Divest | Screen breach remediation | null | 77.9 | 128.6 | Internal | 52 | 89 | SuggestedEdits | Weekly ESG data refresh applied |
SI000650 | 2024-09-03 | UK | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 56.2 | 5 | 274.3 | Tech:22.4;Consumer:15.4;Comm:19.3;Industrials:18.7;RealEstate:24.2 | PalmOil:1.0% | 0 | null | Controversy | Controversy>3 | ESGU;DSI | 32 | Underweight | Manage controversy risk | null | 58.8 | 270.3 | VendorB | 121 | 91 | Approved | Client mandate confirmed at onboarding |
SI000651 | 2024-11-03 | UK | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 77.1 | 0 | 67.2 | Health:17.7;RealEstate:16.6;Materials:15.6;Comm:4.6;Tech:16.7;Industrials:18.3;Consumer:10.5 | null | 0 | null | null | null | null | 9 | Defer | Within mandate; monitor | null | 78.6 | 64.7 | VendorA | 214 | 72 | null | Policy reviewed by compliance |
SI000652 | 2025-03-03 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 50.7 | 0 | 221.8 | Industrials:9.2;Health:10.7;Financials:12.1;Comm:15.9;Materials:17.1;Utilities:22.8;Tech:12.3 | Tobacco:15.0%;PalmOil:5.0% | 3 | NEM;PM;AAPL | CarbonCap | Carbon>100.0 | USXF | 31 | Underweight | Reduce carbon intensity | null | 54.1 | 205.9 | VendorB | 261 | 70 | null | Policy reviewed by compliance |
SI000653 | 2025-07-03 | AU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 74.4 | 3 | 121.5 | Consumer:22.1;Health:16.8;Energy:25.6;Tech:35.4 | Tobacco:2.5% | 2 | META;LMT | null | null | null | 4 | Defer | Within mandate; monitor | null | 75.7 | 115.9 | VendorA | 175 | 76 | null | Vendor data cross-checked |
SI000654 | 2024-10-29 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 68 | 0 | 141.1 | Industrials:13.0;Financials:27.0;Comm:16.8;Utilities:18.9;Materials:24.3 | Weapons:1.0% | 1 | SHEL | CarbonCap | Carbon>100.0 | ESGE;GRNB | 10 | Replace | Reduce carbon intensity | null | 69.9 | 130.4 | Internal | 173 | 80 | Approved | Weekly ESG data refresh applied |
SI000655 | 2025-07-11 | US | ESGScore>=65;NoTobacco;NoPalmOil | 57.4 | 5 | 101.9 | Consumer:23.8;Utilities:17.7;Energy:22.2;Health:23.5;Industrials:12.9 | null | 0 | null | ESGFloor | ESG<65 | CRBN;GRNB;USXF | 20 | Engage | Raise portfolio ESG score | Set KPI targets;Send engagement letter;File shareholder proposal | 57.6 | 84 | VendorA | 168 | 79 | null | Vendor data cross-checked |
SI000656 | 2024-09-15 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 63.9 | 5 | 118.6 | Financials:20.3;Materials:8.6;RealEstate:18.2;Consumer:14.9;Utilities:8.7;Tech:20.4;Industrials:8.9 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | DSI;GRNB;XESG | 18 | Replace | Reduce carbon intensity | null | 64.8 | 101.9 | VendorA | 327 | 81 | SuggestedEdits | Client mandate confirmed at onboarding |
SI000657 | 2025-02-19 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 70.9 | 4 | 74 | Comm:19.7;Tech:26.6;Industrials:33.0;Energy:20.6 | null | 0 | null | null | null | null | 13 | Defer | Within mandate; monitor | null | 72 | 70.8 | VendorA | 269 | 76 | null | Vendor data cross-checked |
SI000658 | 2024-10-09 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 78.9 | 5 | 137.9 | Tech:18.8;Comm:16.9;Materials:11.2;Energy:15.5;Consumer:14.3;RealEstate:8.9;Utilities:14.5 | null | 1 | MSFT | Controversy | Controversy>3 | CRBN;XESG;USXF | 29 | Engage | Manage controversy risk | Escalate to vote;Send engagement letter;Quarterly check-ins;Request disclosure improvement | 81.7 | 140.4 | Internal | 174 | 72 | null | Policy reviewed by compliance |
SI000659 | 2024-12-20 | US | ESGScore>=65;NoTobacco;NoPalmOil | 69.6 | 0 | 124.7 | Health:11.4;Utilities:38.3;Financials:21.8;Industrials:28.5 | Tobacco:15.0% | 0 | null | ScreenHits | Tobacco revenue exposure | XESG;ESGD;DSI | 30 | Replace | Screen breach remediation | null | 69.9 | 106.4 | VendorA | 109 | 73 | null | Vendor data cross-checked |
SI000660 | 2025-12-18 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 54.7 | 3 | 92.1 | Comm:19.4;Health:12.8;Financials:6.1;Utilities:26.9;Materials:13.5;Consumer:21.3 | null | 3 | AAPL;BTI;PM | Controversy | Controversy>2 | ESGU;SPYX;CRBN | 38 | Divest | Manage controversy risk | null | 55.7 | 92.9 | VendorC | 46 | 97 | null | Policy reviewed by compliance |
SI000661 | 2024-09-02 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 57.6 | 4 | 276.6 | Tech:5.2;Consumer:16.0;Materials:17.8;Utilities:7.8;Energy:17.4;Financials:16.7;Industrials:18.9 | Tobacco:1.0%;Weapons:10.0% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | ESGD;XESG;ESGE | 27 | Replace | Reduce carbon intensity | null | 58.6 | 230.2 | VendorA | 360 | 97 | null | Exception documented and approved |
SI000662 | 2024-07-07 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 51.5 | 0 | 171 | Comm:12.8;RealEstate:16.3;Utilities:18.3;Consumer:16.6;Financials:14.2;Materials:21.9 | null | 1 | BA | CarbonCap | Carbon>150.0 | XESG;ESGE | 9 | Replace | Reduce carbon intensity | null | 52.8 | 140.8 | Internal | 147 | 87 | null | Policy reviewed by compliance |
SI000663 | 2025-04-19 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 60.7 | 2 | 202.1 | Tech:23.4;Utilities:12.5;Financials:9.1;Comm:13.4;Industrials:10.7;RealEstate:22.3;Health:8.7 | null | 0 | null | null | null | null | 5 | Defer | Within mandate; monitor | null | 61.4 | 195.7 | VendorA | 147 | 88 | null | Weekly ESG data refresh applied |
SI000664 | 2025-01-24 | US | ESGScore>=65;NoTobacco;NoPalmOil | 72.6 | 2 | 167 | Industrials:19.6;Financials:26.4;Consumer:26.9;Health:9.8;Energy:8.5;Utilities:8.8 | ThermalCoal:1.0%;Weapons:0.5% | 0 | null | null | null | null | 10 | Defer | Within mandate; monitor | null | 74.1 | 161.1 | Internal | 159 | 88 | null | Client mandate confirmed at onboarding |
SI000665 | 2025-07-11 | SG | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 46.3 | 1 | 73 | Health:10.7;Comm:14.2;Utilities:13.3;Financials:36.3;RealEstate:25.6 | null | 0 | null | null | null | null | 10 | Defer | Within mandate; monitor | null | 47.4 | 70.7 | Internal | 245 | 96 | null | Weekly ESG data refresh applied |
SI000666 | 2024-12-17 | SG | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 59.5 | 5 | 72.3 | Comm:17.5;RealEstate:29.3;Consumer:25.4;Health:27.8 | Weapons:1.0%;PalmOil:2.5% | 1 | NEM | ScreenHits | Controversy>3;Weapons revenue exposure | USXF;LOWC | 24 | Underweight | Screen breach remediation | null | 62.4 | 67 | VendorC | 236 | 93 | null | Exception documented and approved |
SI000667 | 2024-08-05 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 74.6 | 2 | 258.8 | Energy:32.1;Financials:24.8;RealEstate:33.9;Utilities:9.2 | ThermalCoal:5.0% | 3 | NEM;META;MO | CarbonCap | Carbon>100.0 | ESGE;CRBN;ESGD | 26 | Underweight | Reduce carbon intensity | null | 77 | 244 | VendorC | 207 | 97 | SuggestedEdits | Vendor data cross-checked |
SI000668 | 2025-03-26 | CA | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 49.3 | 1 | 165.3 | Industrials:20.9;Comm:21.8;Materials:8.7;Consumer:21.8;Utilities:26.8 | null | 0 | null | ESGFloor | ESG score below ESGOnly baseline | XESG;GRNB | 6 | Engage | Raise portfolio ESG score | Request disclosure improvement;Escalate to vote;Quarterly check-ins;Send engagement letter | 51.1 | 148.5 | VendorA | 325 | 86 | null | Vendor data cross-checked |
SI000669 | 2025-11-15 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 46.1 | 4 | 271.1 | Financials:23.2;Industrials:7.6;Consumer:23.1;Health:11.4;Utilities:16.1;Tech:18.7 | null | 0 | null | Controversy | ESG score below ESGOnly baseline;Controversy>3 | LOWC;SUSA;USXF | 29 | Underweight | Manage controversy risk | null | 47.7 | 274.2 | VendorC | 185 | 95 | Rejected | Exception documented and approved |
SI000670 | 2025-09-26 | US | ESGScore>=65;NoTobacco;NoPalmOil | 80.4 | 4 | 309.2 | Comm:15.5;Materials:17.8;RealEstate:25.1;Financials:7.7;Industrials:27.0;Utilities:6.9 | Weapons:1.0% | 0 | null | null | null | null | 13 | Defer | Within mandate; monitor | null | 81.8 | 293.8 | VendorC | 137 | 89 | null | Client mandate confirmed at onboarding |
SI000671 | 2024-08-23 | SG | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 59.3 | 0 | 74.4 | Consumer:22.6;Industrials:21.9;Tech:19.4;Utilities:19.1;Health:17.0 | null | 0 | null | null | null | null | 10 | Defer | Within mandate; monitor | null | 60 | 73.6 | VendorB | 244 | 96 | null | Weekly ESG data refresh applied |
SI000672 | 2025-12-23 | US | ESGScore>=65;NoTobacco;NoPalmOil | 63 | 2 | 225.1 | Materials:14.4;Tech:28.1;Health:36.6;Energy:20.9 | null | 0 | null | ESGFloor | ESG<65 | CRBN;ESGE | 18 | Underweight | Raise portfolio ESG score | null | 66.7 | 207.5 | VendorB | 259 | 95 | null | Exception documented and approved |
SI000673 | 2024-11-20 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 63.3 | 4 | 232.7 | Tech:17.0;Utilities:7.2;Energy:13.7;Health:12.3;Comm:22.9;RealEstate:7.0;Materials:19.9 | Weapons:0.5% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | SUSA;XESG;USXF | 25 | Underweight | Reduce carbon intensity | null | 64.9 | 210.3 | VendorB | 213 | 91 | null | Client mandate confirmed at onboarding |
SI000674 | 2024-10-12 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 57 | 0 | 183.2 | Health:16.5;Materials:26.2;Comm:14.0;Utilities:23.9;Tech:19.4 | ThermalCoal:2.5%;Weapons:0.5% | 1 | BA | CarbonCap | Carbon>100.0 | DSI | 30 | Replace | Reduce carbon intensity | null | 60.1 | 161.8 | VendorA | 351 | 79 | Approved | Policy reviewed by compliance |
SI000675 | 2025-01-30 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 59.8 | 1 | 312.2 | Comm:7.2;Utilities:18.4;Tech:20.5;Health:11.6;Financials:31.0;Consumer:11.3 | PalmOil:1.0% | 0 | null | CarbonCap | Carbon>100.0 | XESG;DSI;ESGE | 12 | Replace | Reduce carbon intensity | null | 60.3 | 276.2 | VendorA | 100 | 94 | null | Client mandate confirmed at onboarding |
SI000676 | 2024-07-24 | US | ESGScore>=65;NoTobacco;NoPalmOil | 52.5 | 5 | 148.1 | Utilities:36.4;Industrials:8.7;Tech:22.7;Consumer:32.2 | null | 0 | null | ESGFloor | ESG<65 | DSI;CRBN | 20 | Replace | Raise portfolio ESG score | null | 54 | 134.1 | VendorC | 281 | 83 | null | Exception documented and approved |
SI000677 | 2024-08-05 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 56.8 | 4 | 103.2 | Health:24.4;Financials:18.5;Consumer:10.8;Utilities:24.7;Energy:21.5 | Weapons:1.0% | 1 | META | ScreenHits | Weapons revenue exposure | USXF;CRBN | 23 | Divest | Screen breach remediation | null | 60.5 | 89.5 | VendorB | 326 | 73 | Rejected | Policy reviewed by compliance |
SI000678 | 2025-08-06 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 65.8 | 0 | 173.2 | Materials:11.5;Consumer:29.5;RealEstate:26.2;Utilities:16.1;Tech:16.7 | null | 0 | null | CarbonCap | Carbon>100.0 | SPYX;ESGE;DSI | 21 | Underweight | Reduce carbon intensity | null | 66.5 | 154.7 | VendorA | 47 | 95 | Rejected | Exception documented and approved |
SI000679 | 2025-03-25 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 73.3 | 2 | 173.5 | Consumer:31.7;Industrials:18.3;Energy:22.3;Utilities:27.7 | null | 0 | null | CarbonCap | Carbon>100.0 | SPYX;CRBN | 29 | Underweight | Reduce carbon intensity | null | 75.3 | 159.6 | VendorA | 119 | 73 | SuggestedEdits | Vendor data cross-checked |
SI000680 | 2025-02-19 | US | ESGScore>=65;NoTobacco;NoPalmOil | 71.9 | 2 | 95.7 | Tech:21.8;Materials:28.0;Health:15.7;Utilities:10.2;Financials:24.3 | Tobacco:0.5% | 1 | TSLA | ScreenHits | Tobacco revenue exposure | SUSA | 22 | Replace | Screen breach remediation | null | 72.4 | 85.7 | Internal | 358 | 97 | SuggestedEdits | Client mandate confirmed at onboarding |
SI000681 | 2024-10-22 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 54.4 | 4 | 83.8 | Comm:13.1;Utilities:31.1;RealEstate:26.1;Tech:29.7 | null | 1 | ADM | null | null | null | 11 | Defer | Within mandate; monitor | null | 54.1 | 81.9 | VendorC | 349 | 86 | null | Policy reviewed by compliance |
SI000682 | 2025-02-01 | US | ESGScore>=65;NoTobacco;NoPalmOil | 49.3 | 1 | 132.4 | Health:15.1;Tech:7.4;Industrials:18.1;Comm:13.6;Energy:19.5;Financials:17.5;Utilities:8.8 | null | 2 | MSFT;BTI | ESGFloor | ESG<65 | GRNB;ESGD | 32 | Replace | Raise portfolio ESG score | null | 49.7 | 114.2 | Internal | 156 | 77 | Approved | Policy reviewed by compliance |
SI000683 | 2025-02-12 | UK | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 60.6 | 1 | 188 | Comm:12.0;Materials:17.7;Utilities:14.7;RealEstate:20.2;Industrials:19.6;Energy:15.7 | Weapons:1.0%;PalmOil:0.5% | 2 | SHEL;PM | ScreenHits | Carbon>150.0;Weapons revenue exposure | SUSA | 24 | Divest | Screen breach remediation | null | 62.3 | 175.4 | VendorA | 71 | 78 | Approved | Vendor data cross-checked |
SI000684 | 2025-05-29 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 72.8 | 2 | 292.3 | Materials:14.5;Financials:13.0;Consumer:35.6;Utilities:36.9 | null | 1 | META | CarbonCap | Carbon>100.0 | DSI | 17 | Underweight | Reduce carbon intensity | null | 74.2 | 247.6 | Internal | 114 | 96 | null | Client mandate confirmed at onboarding |
SI000685 | 2025-03-07 | US | ESGScore>=65;NoTobacco;NoPalmOil | 53.6 | 5 | 150.3 | Tech:10.2;Materials:16.2;Industrials:29.9;Utilities:9.7;Comm:34.0 | null | 4 | RIO;NEM;XOM;AAPL | ESGFloor | ESG<65 | CRBN;SUSA;ESGE | 16 | Replace | Raise portfolio ESG score | null | 57.6 | 134.9 | VendorB | 279 | 80 | null | Weekly ESG data refresh applied |
SI000686 | 2025-07-24 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 46 | 0 | 304.1 | Consumer:28.0;Industrials:9.0;Utilities:8.4;Tech:26.6;Energy:8.7;Health:19.3 | null | 0 | null | CarbonCap | Carbon>100.0 | LOWC | 15 | Engage | Reduce carbon intensity | Set KPI targets;Quarterly check-ins;Escalate to vote | 49.9 | 275.4 | VendorA | 165 | 93 | null | Weekly ESG data refresh applied |
SI000687 | 2025-01-04 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 79.4 | 3 | 304.9 | Tech:15.3;Materials:11.3;Energy:17.0;Utilities:12.4;RealEstate:17.0;Consumer:12.3;Comm:14.7 | Weapons:1.0% | 0 | null | ScreenHits | Weapons revenue exposure | USXF;LOWC | 16 | Replace | Screen breach remediation | null | 81.7 | 280.6 | VendorA | 131 | 82 | Approved | Policy reviewed by compliance |
SI000688 | 2025-11-20 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 80.4 | 3 | 122.8 | Tech:17.5;Energy:30.1;Industrials:16.9;Comm:35.5 | Tobacco:5.0%;PalmOil:2.5% | 0 | null | ScreenHits | Tobacco revenue exposure | SPYX;SUSA | 29 | Replace | Screen breach remediation | null | 81.6 | 107.5 | VendorB | 296 | 99 | SuggestedEdits | Vendor data cross-checked |
SI000689 | 2025-11-15 | SG | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 50.9 | 4 | 89.9 | Energy:14.8;Utilities:16.1;Financials:13.2;Tech:22.1;Health:20.4;Comm:13.2 | null | 1 | RTX | Controversy | ESG score below ESGOnly baseline;Controversy>3 | ESGD;SUSA | 15 | Underweight | Manage controversy risk | null | 54.8 | 86.1 | Internal | 153 | 92 | Approved | Weekly ESG data refresh applied |
SI000690 | 2024-07-18 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 66.8 | 0 | 132.7 | Tech:19.6;RealEstate:17.6;Consumer:19.0;Industrials:7.9;Comm:16.4;Health:9.2;Materials:10.2 | null | 5 | XOM;LMT;RIO;MO;RTX | null | null | null | 12 | Defer | Within mandate; monitor | null | 67.9 | 129.4 | VendorB | 139 | 75 | null | Client mandate confirmed at onboarding |
SI000691 | 2025-03-23 | UK | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 72.2 | 4 | 89.4 | RealEstate:13.3;Utilities:14.6;Industrials:24.4;Health:16.2;Materials:31.5 | null | 0 | null | Controversy | Controversy>3 | SUSA;ESGD | 18 | Underweight | Manage controversy risk | null | 74.2 | 87 | VendorA | 264 | 86 | null | Policy reviewed by compliance |
SI000692 | 2024-12-17 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 66.7 | 5 | 274.7 | Health:16.3;Consumer:12.4;Energy:7.5;RealEstate:23.0;Materials:13.4;Tech:27.4 | ThermalCoal:10.0% | 0 | null | ScreenHits | Carbon>150.0;Thermal coal revenue exposure | LOWC;ESGE | 37 | Replace | Screen breach remediation | null | 67.3 | 235.8 | VendorA | 80 | 94 | null | Exception documented and approved |
SI000693 | 2025-03-18 | US | ESGScore>=65;NoTobacco;NoPalmOil | 50 | 0 | 183.6 | Consumer:28.2;Comm:28.5;Utilities:23.7;Financials:19.6 | null | 3 | TSLA;RTX;BHP | ESGFloor | ESG<65 | DSI;SPYX | 23 | Engage | Raise portfolio ESG score | Set KPI targets;Quarterly check-ins | 52.4 | 155.3 | VendorA | 281 | 93 | null | Policy reviewed by compliance |
SI000694 | 2025-06-17 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 82.4 | 4 | 255.2 | RealEstate:25.2;Comm:22.7;Consumer:19.2;Health:33.0 | PalmOil:1.0% | 0 | null | CarbonCap | Carbon>150.0 | XESG | 18 | Replace | Reduce carbon intensity | null | 85.6 | 214.8 | VendorB | 341 | 82 | SuggestedEdits | Weekly ESG data refresh applied |
SI000695 | 2025-03-21 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 68.1 | 3 | 192.7 | Materials:16.7;Energy:17.7;Comm:22.7;Health:9.2;Utilities:17.3;Consumer:16.4 | null | 1 | BA | CarbonCap | Controversy>2;Carbon>100.0 | ESGU;ESGE;DSI | 20 | Underweight | Reduce carbon intensity | null | 68.6 | 168.4 | VendorB | 189 | 86 | null | Policy reviewed by compliance |
SI000696 | 2025-12-25 | UK | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 70.5 | 5 | 202.6 | RealEstate:14.1;Energy:16.9;Tech:11.3;Comm:21.8;Consumer:19.6;Utilities:16.3 | ThermalCoal:0.5%;Weapons:2.5% | 1 | TSLA | ScreenHits | Controversy>3;Thermal coal revenue exposure;Weapons revenue exposure | ESGU;LOWC | 19 | Replace | Screen breach remediation | null | 72 | 187.9 | VendorB | 212 | 98 | null | Vendor data cross-checked |
SI000697 | 2024-07-16 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 54.8 | 5 | 159.1 | Utilities:22.5;Materials:21.3;Industrials:35.8;Comm:20.5 | null | 2 | BN;MO | Controversy | ESG score below ESGOnly baseline;Controversy>3 | ESGD;SPYX;SUSA | 37 | Divest | Manage controversy risk | null | 55.7 | 161.3 | VendorA | 93 | 82 | SuggestedEdits | Exception documented and approved |
SI000698 | 2024-11-13 | SG | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 47.2 | 4 | 128.2 | Energy:22.1;Comm:21.7;Health:6.4;Materials:10.9;Financials:20.2;Utilities:18.7 | PalmOil:2.5% | 0 | null | Controversy | Controversy>3 | SPYX;DSI | 27 | Underweight | Manage controversy risk | null | 50.6 | 127.1 | VendorB | 238 | 83 | null | Weekly ESG data refresh applied |
SI000699 | 2024-08-18 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 57.1 | 0 | 267.9 | RealEstate:20.7;Financials:16.8;Materials:11.4;Utilities:25.6;Consumer:25.5 | null | 0 | null | null | null | null | 3 | Defer | Within mandate; monitor | null | 58.3 | 270.4 | VendorC | 341 | 99 | null | Client mandate confirmed at onboarding |
SI000700 | 2025-07-12 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 56.8 | 0 | 254.2 | RealEstate:20.2;Utilities:28.2;Energy:10.9;Tech:15.4;Health:25.4 | null | 0 | null | null | null | null | 13 | Defer | Within mandate; monitor | null | 57.8 | 255 | VendorC | 114 | 71 | null | Policy reviewed by compliance |
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