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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SI000801 | 2025-06-26 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 56.6 | 5 | 261.1 | Health:10.8;Tech:15.8;Industrials:13.0;Comm:9.4;RealEstate:23.6;Financials:12.2;Utilities:15.2 | Weapons:5.0%;PalmOil:0.5% | 0 | null | ScreenHits | Controversy>3;Weapons revenue exposure | CRBN | 17 | Replace | Screen breach remediation | null | 57.5 | 245.3 | VendorC | 234 | 84 | SuggestedEdits | Exception documented and approved |
SI000802 | 2024-12-10 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 65.7 | 1 | 129 | Health:36.6;Tech:12.2;Comm:23.4;Consumer:14.7;Energy:13.1 | null | 1 | BTI | null | null | null | 9 | Defer | Within mandate; monitor | null | 67.2 | 125.5 | VendorA | 265 | 75 | null | Exception documented and approved |
SI000803 | 2024-08-16 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 59.6 | 1 | 92.4 | Health:13.8;Industrials:16.1;Comm:36.1;Tech:20.6;Materials:13.3 | null | 0 | null | null | null | null | 9 | Defer | Within mandate; monitor | null | 59.1 | 89.8 | VendorB | 154 | 77 | Approved | Client mandate confirmed at onboarding |
SI000804 | 2025-10-14 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 55.9 | 1 | 172.2 | Utilities:21.8;Tech:19.0;Industrials:16.8;Health:6.9;Consumer:13.0;RealEstate:22.5 | PalmOil:0.5% | 3 | RIO;META;RTX | ESGFloor | ESG<65 | XESG;SPYX | 21 | Engage | Raise portfolio ESG score | Send engagement letter;File shareholder proposal | 58 | 154.7 | Internal | 205 | 87 | null | Weekly ESG data refresh applied |
SI000805 | 2025-08-19 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 56.3 | 3 | 217.7 | Tech:28.7;Financials:21.4;Consumer:11.4;Industrials:19.5;Health:19.0 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | XESG;LOWC;USXF | 14 | Replace | Reduce carbon intensity | null | 56.9 | 191.7 | VendorB | 58 | 73 | null | Weekly ESG data refresh applied |
SI000806 | 2025-06-03 | AU | ESGScore>=65;NoTobacco;NoPalmOil | 48.7 | 3 | 301.2 | Consumer:10.2;Energy:6.2;Utilities:13.0;Materials:7.4;Comm:19.1;Health:26.2;Industrials:17.9 | null | 2 | BN;BA | ESGFloor | ESG<65 | LOWC;XESG | 18 | Replace | Raise portfolio ESG score | null | 50.8 | 254.6 | VendorA | 82 | 76 | null | Exception documented and approved |
SI000807 | 2025-10-02 | US | ESGScore>=65;NoTobacco;NoPalmOil | 63.1 | 2 | 230.6 | Industrials:16.1;Consumer:6.6;Tech:8.9;Financials:16.4;Utilities:21.1;Energy:30.8 | null | 0 | null | ESGFloor | ESG<65 | XESG;CRBN | 30 | Engage | Raise portfolio ESG score | File shareholder proposal;Escalate to vote;Send engagement letter;Quarterly check-ins | 64.5 | 214.6 | VendorA | 307 | 98 | null | Client mandate confirmed at onboarding |
SI000808 | 2025-08-11 | CA | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 57.3 | 4 | 310 | Health:32.6;Financials:22.4;Industrials:25.0;Materials:20.0 | null | 0 | null | CarbonCap | Carbon>150.0 | LOWC;GRNB | 25 | Engage | Reduce carbon intensity | File shareholder proposal;Send engagement letter | 57.8 | 286.9 | VendorA | 354 | 83 | SuggestedEdits | Exception documented and approved |
SI000809 | 2025-12-24 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 77.2 | 4 | 71.1 | Health:16.2;Industrials:32.0;Materials:9.0;Comm:33.3;Consumer:9.5 | null | 0 | null | Controversy | Controversy>2 | ESGD;SPYX | 27 | Underweight | Manage controversy risk | null | 78.1 | 69.2 | VendorC | 94 | 98 | null | Vendor data cross-checked |
SI000810 | 2024-09-26 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 50.1 | 1 | 288.4 | Financials:28.5;Energy:15.3;RealEstate:23.0;Comm:13.7;Tech:19.4 | null | 0 | null | CarbonCap | Carbon>100.0 | XESG;USXF;DSI | 15 | Replace | Reduce carbon intensity | null | 51.4 | 273.9 | VendorA | 79 | 92 | null | Weekly ESG data refresh applied |
SI000811 | 2025-02-23 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 84.9 | 5 | 211.4 | Comm:15.7;Materials:13.2;Consumer:25.5;Tech:13.9;Industrials:7.4;Energy:24.3 | null | 0 | null | Controversy | Controversy>3 | ESGE | 19 | Underweight | Manage controversy risk | null | 86.3 | 210 | VendorB | 106 | 84 | SuggestedEdits | Weekly ESG data refresh applied |
SI000812 | 2025-05-15 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 68.8 | 4 | 105.1 | Industrials:15.2;Comm:12.0;Energy:8.8;Materials:6.0;RealEstate:21.4;Utilities:15.8;Health:20.9 | Weapons:1.0% | 1 | LMT | CarbonCap | Controversy>2;Carbon>100.0 | SPYX;CRBN | 12 | Replace | Reduce carbon intensity | null | 71.1 | 92.7 | VendorB | 127 | 90 | null | Vendor data cross-checked |
SI000813 | 2025-04-07 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 63.8 | 3 | 214.6 | Energy:21.0;Consumer:20.5;Comm:24.4;Health:14.5;Utilities:19.6 | null | 0 | null | CarbonCap | Carbon>150.0 | ESGD;DSI | 34 | Replace | Reduce carbon intensity | null | 67.3 | 199.5 | Internal | 300 | 70 | SuggestedEdits | Weekly ESG data refresh applied |
SI000814 | 2024-08-05 | CA | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 78.1 | 4 | 240.4 | Energy:25.2;Health:17.6;Materials:19.0;Consumer:23.5;Comm:14.7 | PalmOil:5.0% | 0 | null | Controversy | Controversy>3 | LOWC | 33 | Underweight | Manage controversy risk | null | 78.9 | 240.4 | VendorC | 291 | 91 | null | Vendor data cross-checked |
SI000815 | 2025-01-24 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 80.6 | 4 | 260.9 | Comm:14.0;Industrials:17.9;Consumer:25.1;Energy:14.6;Financials:11.9;Utilities:8.6;Health:7.9 | PalmOil:5.0% | 0 | null | CarbonCap | Carbon>150.0 | GRNB;CRBN;LOWC | 12 | Replace | Reduce carbon intensity | null | 83.4 | 230.9 | VendorA | 224 | 99 | Approved | Client mandate confirmed at onboarding |
SI000816 | 2025-10-29 | CA | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 56.8 | 0 | 84.1 | Utilities:8.4;RealEstate:13.6;Materials:15.7;Industrials:6.9;Comm:16.1;Health:19.9;Energy:19.6 | Tobacco:0.5% | 1 | BTI | null | null | null | 2 | Defer | Within mandate; monitor | null | 57.3 | 84.1 | VendorB | 287 | 74 | null | Vendor data cross-checked |
SI000817 | 2025-10-03 | CA | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 77.2 | 2 | 289.4 | Materials:35.7;RealEstate:37.0;Health:13.4;Consumer:13.8 | ThermalCoal:1.0%;Tobacco:1.0%;Weapons:2.5%;PalmOil:2.5% | 2 | BHP;NEM | ScreenHits | Weapons revenue exposure;Tobacco revenue exposure | ESGU;XESG | 30 | Underweight | Screen breach remediation | null | 80.5 | 276.7 | VendorC | 305 | 72 | Approved | Client mandate confirmed at onboarding |
SI000818 | 2024-12-30 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 80.3 | 0 | 319.3 | RealEstate:14.8;Tech:11.9;Comm:38.7;Industrials:34.7 | Weapons:0.5%;PalmOil:1.0% | 2 | RIO;MO | null | null | null | 14 | Defer | Within mandate; monitor | null | 81.1 | 309 | VendorA | 272 | 98 | Approved | Vendor data cross-checked |
SI000819 | 2024-11-07 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 72.4 | 3 | 134.8 | Consumer:13.6;RealEstate:17.8;Health:28.7;Financials:22.5;Comm:17.3 | ThermalCoal:0.5% | 0 | null | ScreenHits | Thermal coal revenue exposure | LOWC | 14 | Replace | Screen breach remediation | null | 74.9 | 115.5 | Internal | 69 | 74 | null | Policy reviewed by compliance |
SI000820 | 2024-09-07 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 71.1 | 5 | 207.4 | Industrials:15.4;Health:15.4;Comm:21.4;Consumer:16.3;Materials:8.2;Utilities:23.3 | PalmOil:5.0% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | SPYX | 15 | Engage | Reduce carbon intensity | File shareholder proposal;Request disclosure improvement;Send engagement letter | 73 | 186.8 | VendorA | 59 | 76 | null | Policy reviewed by compliance |
SI000821 | 2025-04-15 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 55 | 3 | 121.4 | Energy:30.0;Financials:29.7;Materials:17.7;Consumer:22.7 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | SUSA;CRBN | 40 | Replace | Reduce carbon intensity | null | 56.5 | 112.9 | VendorC | 45 | 88 | SuggestedEdits | Policy reviewed by compliance |
SI000822 | 2025-09-03 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 81.3 | 1 | 140.8 | Comm:7.3;Energy:21.6;RealEstate:17.9;Industrials:23.1;Materials:19.2;Utilities:10.9 | Weapons:1.0% | 0 | null | CarbonCap | Carbon>100.0 | DSI | 21 | Underweight | Reduce carbon intensity | null | 84.9 | 131 | VendorC | 104 | 79 | SuggestedEdits | Policy reviewed by compliance |
SI000823 | 2025-06-24 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 62.9 | 0 | 108.4 | RealEstate:11.0;Health:9.2;Consumer:15.1;Energy:26.3;Financials:38.5 | null | 3 | RTX;BHP;NEM | null | null | null | 18 | Defer | Within mandate; monitor | null | 62.5 | 107.9 | Internal | 152 | 86 | null | Vendor data cross-checked |
SI000824 | 2025-09-17 | SG | ESGScore>=65;NoTobacco;NoPalmOil | 58 | 1 | 80.4 | Utilities:23.1;Industrials:28.6;Comm:22.2;Materials:14.1;RealEstate:12.0 | Tobacco:0.5% | 1 | NEM | ScreenHits | ESG<65;Tobacco revenue exposure | XESG;DSI | 30 | Replace | Screen breach remediation | null | 58.5 | 74.4 | VendorA | 249 | 98 | SuggestedEdits | Vendor data cross-checked |
SI000825 | 2025-06-22 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 75 | 2 | 129.3 | Utilities:13.1;Comm:7.0;Industrials:21.2;Materials:15.8;Consumer:11.6;Tech:23.2;Financials:8.1 | null | 0 | null | null | null | null | 11 | Defer | Within mandate; monitor | null | 75.3 | 126.2 | VendorC | 288 | 91 | null | Weekly ESG data refresh applied |
SI000826 | 2024-10-04 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 56.5 | 4 | 202.8 | Financials:24.1;Materials:27.9;RealEstate:22.1;Tech:26.0 | Tobacco:15.0% | 2 | BTI;PM | ScreenHits | Controversy>3;Tobacco revenue exposure | ESGE | 19 | Replace | Screen breach remediation | null | 58.6 | 191.3 | VendorB | 202 | 71 | null | Vendor data cross-checked |
SI000827 | 2025-03-23 | UK | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 60 | 1 | 71.9 | Financials:12.5;Energy:16.9;Materials:19.4;Industrials:13.1;Utilities:10.6;Health:27.5 | PalmOil:5.0% | 0 | null | null | null | null | 12 | Defer | Within mandate; monitor | null | 59.6 | 73.3 | VendorB | 254 | 71 | null | Exception documented and approved |
SI000828 | 2025-12-01 | SG | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 48.9 | 4 | 71.2 | Tech:31.1;Energy:32.9;RealEstate:15.2;Industrials:20.7 | null | 4 | RTX;SHEL;META;BN | null | null | null | 11 | Defer | Within mandate; monitor | null | 49.1 | 69 | Internal | 134 | 94 | null | Exception documented and approved |
SI000829 | 2024-07-28 | CA | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 56.5 | 0 | 200.9 | RealEstate:8.9;Energy:20.7;Consumer:10.0;Financials:21.6;Tech:6.4;Comm:22.8;Industrials:9.7 | null | 2 | SHEL;BN | CarbonCap | Carbon>150.0 | SUSA | 19 | Underweight | Reduce carbon intensity | null | 59.4 | 179.8 | Internal | 116 | 96 | null | Policy reviewed by compliance |
SI000830 | 2025-01-27 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 78.6 | 2 | 163.5 | Utilities:20.5;Energy:23.9;Financials:29.0;Consumer:26.5 | ThermalCoal:0.5%;PalmOil:0.5% | 2 | TSLA;AAPL | ScreenHits | Thermal coal revenue exposure | SPYX | 16 | Replace | Screen breach remediation | null | 81.4 | 141 | VendorB | 276 | 97 | Approved | Policy reviewed by compliance |
SI000831 | 2024-11-08 | UK | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 74.9 | 5 | 72.3 | Utilities:15.8;Comm:12.0;RealEstate:12.0;Tech:26.6;Consumer:6.0;Materials:27.6 | null | 0 | null | Controversy | Controversy>3 | GRNB;SPYX;ESGD | 33 | Engage | Manage controversy risk | Escalate to vote;Quarterly check-ins;Send engagement letter | 77.3 | 68.8 | Internal | 278 | 91 | Approved | Exception documented and approved |
SI000832 | 2024-07-24 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 74.6 | 3 | 198.7 | Comm:23.9;RealEstate:28.9;Health:24.1;Energy:23.1 | PalmOil:1.0% | 1 | AAPL | CarbonCap | Controversy>2;Carbon>100.0 | ESGD;USXF;GRNB | 12 | Underweight | Reduce carbon intensity | null | 77.7 | 172.3 | Internal | 290 | 87 | null | Policy reviewed by compliance |
SI000833 | 2024-07-12 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 78.5 | 0 | 157.4 | Tech:17.8;Comm:32.5;Industrials:15.5;Health:34.2 | null | 0 | null | null | null | null | 11 | Defer | Within mandate; monitor | null | 78.2 | 154.2 | VendorA | 146 | 92 | Approved | Vendor data cross-checked |
SI000834 | 2024-08-22 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 45.8 | 5 | 299 | Comm:9.6;Tech:22.5;Health:23.0;RealEstate:23.6;Energy:21.4 | Tobacco:1.0% | 4 | NEM;BA;MO;BN | Controversy | Controversy>3 | GRNB;SUSA | 17 | Divest | Manage controversy risk | null | 48 | 292.6 | Internal | 42 | 74 | null | Policy reviewed by compliance |
SI000835 | 2024-10-15 | US | ESGScore>=65;NoTobacco;NoPalmOil | 61.3 | 5 | 295.7 | Financials:6.9;RealEstate:6.7;Utilities:5.4;Materials:24.0;Industrials:22.3;Energy:23.4;Comm:11.3 | Tobacco:5.0%;Weapons:0.5% | 0 | null | ScreenHits | ESG<65;Tobacco revenue exposure | ESGU;CRBN;DSI | 18 | Divest | Screen breach remediation | null | 63.9 | 257.5 | Internal | 193 | 81 | Approved | Vendor data cross-checked |
SI000836 | 2025-01-30 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 46 | 4 | 85.5 | Comm:28.9;Financials:14.1;RealEstate:28.8;Consumer:9.5;Tech:8.7;Health:10.1 | PalmOil:0.5% | 2 | MSFT;MO | Controversy | Controversy>2 | USXF;ESGU | 23 | Underweight | Manage controversy risk | null | 46.5 | 84.2 | VendorC | 63 | 90 | null | Client mandate confirmed at onboarding |
SI000837 | 2025-05-31 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 68.8 | 3 | 297.7 | Utilities:30.1;Energy:15.7;Health:17.6;Financials:9.5;Materials:11.3;Consumer:15.8 | null | 0 | null | CarbonCap | Carbon>150.0 | USXF;GRNB;LOWC | 20 | Underweight | Reduce carbon intensity | null | 69.1 | 249.4 | VendorC | 93 | 80 | Approved | Client mandate confirmed at onboarding |
SI000838 | 2025-03-05 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 83.2 | 1 | 194.7 | Tech:30.0;Health:35.9;Utilities:22.6;Materials:11.5 | null | 0 | null | CarbonCap | Carbon>100.0 | CRBN | 35 | Replace | Reduce carbon intensity | null | 83.7 | 177.9 | VendorC | 108 | 89 | Approved | Policy reviewed by compliance |
SI000839 | 2025-09-13 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 48.3 | 0 | 109 | Consumer:13.5;Tech:14.2;RealEstate:6.0;Financials:7.5;Energy:23.5;Industrials:28.0;Health:7.2 | null | 0 | null | CarbonCap | Carbon>100.0 | SPYX;USXF;ESGU | 30 | Replace | Reduce carbon intensity | null | 50.4 | 96.6 | Internal | 201 | 97 | null | Client mandate confirmed at onboarding |
SI000840 | 2024-09-09 | CA | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 56.6 | 5 | 295.3 | Industrials:14.2;Financials:13.3;Consumer:43.0;Health:16.6;RealEstate:12.9 | Tobacco:1.0% | 0 | null | ScreenHits | Controversy>3;Tobacco revenue exposure | SPYX;LOWC | 17 | Replace | Screen breach remediation | null | 57.7 | 271.4 | VendorB | 265 | 99 | SuggestedEdits | Vendor data cross-checked |
SI000841 | 2025-04-14 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 48.8 | 5 | 156.3 | Consumer:16.3;RealEstate:18.6;Comm:28.8;Industrials:11.0;Utilities:13.1;Materials:12.1 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | GRNB;SUSA | 16 | Engage | Reduce carbon intensity | Request disclosure improvement;Set KPI targets;Quarterly check-ins;File shareholder proposal | 50 | 129.2 | VendorB | 247 | 74 | null | Vendor data cross-checked |
SI000842 | 2025-07-10 | AU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 71.3 | 2 | 219.6 | Consumer:13.2;Tech:28.3;Materials:25.6;Energy:9.8;Industrials:23.2 | null | 4 | BTI;MO;RIO;BN | CarbonCap | Carbon>150.0 | XESG | 25 | Replace | Reduce carbon intensity | null | 73.9 | 192.9 | VendorA | 177 | 80 | Approved | Client mandate confirmed at onboarding |
SI000843 | 2025-12-15 | UK | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 63.6 | 4 | 129.1 | Energy:12.4;Health:21.5;Financials:28.9;Tech:19.0;Materials:18.3 | ThermalCoal:1.0%;Weapons:1.0% | 4 | RIO;BHP;XOM;RTX | CarbonCap | Controversy>2;Carbon>100.0 | DSI;ESGE | 33 | Underweight | Reduce carbon intensity | null | 65.9 | 113.3 | VendorC | 171 | 81 | null | Client mandate confirmed at onboarding |
SI000844 | 2024-09-01 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 63.7 | 2 | 317.1 | Industrials:16.0;RealEstate:27.0;Energy:21.6;Financials:21.1;Utilities:14.3 | null | 2 | PM;BA | null | null | null | 14 | Defer | Within mandate; monitor | null | 63.3 | 323 | Internal | 287 | 90 | null | Exception documented and approved |
SI000845 | 2024-08-15 | SG | ESGScore>=65;NoTobacco;NoPalmOil | 58 | 5 | 254.4 | Tech:5.6;Health:16.7;Financials:19.1;RealEstate:19.6;Materials:6.4;Industrials:20.4;Consumer:12.2 | null | 1 | RIO | ESGFloor | ESG<65 | DSI;SUSA;ESGE | 9 | Underweight | Raise portfolio ESG score | null | 60.8 | 214.5 | VendorB | 194 | 70 | Approved | Client mandate confirmed at onboarding |
SI000846 | 2025-09-21 | US | ESGScore>=65;NoTobacco;NoPalmOil | 76.6 | 0 | 202.1 | Industrials:21.0;Comm:26.5;Financials:22.4;Energy:30.1 | Tobacco:1.0% | 0 | null | ScreenHits | Tobacco revenue exposure | ESGU | 26 | Replace | Screen breach remediation | null | 76.8 | 175.2 | VendorB | 357 | 99 | null | Vendor data cross-checked |
SI000847 | 2025-08-07 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 62.5 | 1 | 262.2 | Materials:10.0;RealEstate:21.5;Industrials:25.9;Tech:32.2;Health:10.4 | Weapons:1.0% | 0 | null | ESGFloor | ESG<65 | ESGU | 15 | Engage | Raise portfolio ESG score | File shareholder proposal;Send engagement letter | 66.5 | 250.4 | VendorA | 52 | 83 | SuggestedEdits | Exception documented and approved |
SI000848 | 2025-02-16 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 83.1 | 4 | 252.7 | Comm:11.0;Materials:18.4;Health:19.5;Industrials:13.2;RealEstate:5.4;Financials:19.3;Consumer:13.1 | ThermalCoal:1.0% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | CRBN;SPYX | 27 | Engage | Reduce carbon intensity | Escalate to vote;Quarterly check-ins;Request disclosure improvement;File shareholder proposal | 86.5 | 223.7 | VendorC | 351 | 97 | Approved | Policy reviewed by compliance |
SI000849 | 2025-10-19 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 84.6 | 0 | 176.1 | Health:24.7;Industrials:20.8;Tech:15.7;Materials:38.8 | Weapons:2.5% | 0 | null | CarbonCap | Carbon>100.0 | XESG;ESGU;CRBN | 27 | Engage | Reduce carbon intensity | Quarterly check-ins;Set KPI targets | 86.5 | 160.7 | VendorA | 324 | 77 | null | Exception documented and approved |
SI000850 | 2025-08-08 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 73.7 | 4 | 161.1 | Materials:16.4;Consumer:9.6;Health:11.3;Comm:21.8;Financials:11.3;Utilities:12.3;Energy:17.3 | Tobacco:0.5% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | GRNB;XESG | 35 | Engage | Reduce carbon intensity | Set KPI targets;Escalate to vote;Request disclosure improvement;File shareholder proposal | 75.6 | 142.6 | VendorA | 225 | 78 | null | Policy reviewed by compliance |
SI000851 | 2025-08-04 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 84.1 | 4 | 126.6 | Utilities:17.4;RealEstate:14.7;Comm:19.3;Financials:19.3;Consumer:9.8;Tech:19.5 | PalmOil:5.0% | 0 | null | Controversy | Controversy>3 | XESG;ESGE | 26 | Divest | Manage controversy risk | null | 84.8 | 125.8 | Internal | 124 | 84 | Approved | Vendor data cross-checked |
SI000852 | 2025-08-10 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 64 | 2 | 278.8 | Industrials:12.6;Utilities:18.7;Energy:17.6;Comm:11.9;Financials:16.2;Materials:10.2;Health:12.8 | ThermalCoal:0.5% | 0 | null | CarbonCap | Carbon>100.0 | GRNB;ESGU;SUSA | 29 | Underweight | Reduce carbon intensity | null | 66.6 | 264.9 | VendorA | 264 | 95 | SuggestedEdits | Exception documented and approved |
SI000853 | 2025-10-05 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 71.3 | 3 | 85.3 | Energy:17.1;RealEstate:18.1;Comm:34.3;Industrials:30.5 | ThermalCoal:0.5%;Tobacco:1.0%;Weapons:0.5% | 2 | MSFT;BA | ScreenHits | Thermal coal revenue exposure;Weapons revenue exposure | USXF | 26 | Underweight | Screen breach remediation | null | 72.6 | 75.7 | VendorC | 126 | 88 | SuggestedEdits | Policy reviewed by compliance |
SI000854 | 2024-07-04 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 72.5 | 5 | 222.1 | Utilities:5.6;Materials:5.5;Consumer:24.0;RealEstate:12.3;Industrials:14.4;Energy:23.6;Financials:14.6 | null | 0 | null | Controversy | Controversy>3 | SPYX | 8 | Divest | Manage controversy risk | null | 72.9 | 226.1 | VendorA | 351 | 96 | null | Exception documented and approved |
SI000855 | 2025-06-02 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 81.3 | 2 | 231.3 | Utilities:28.9;Comm:24.2;Health:20.1;Financials:13.5;RealEstate:13.2 | null | 0 | null | CarbonCap | Carbon>100.0 | LOWC;XESG;ESGU | 26 | Replace | Reduce carbon intensity | null | 83.6 | 205.3 | VendorB | 287 | 83 | SuggestedEdits | Vendor data cross-checked |
SI000856 | 2024-09-21 | US | ESGScore>=65;NoTobacco;NoPalmOil | 49.4 | 0 | 232.4 | Utilities:26.9;Energy:18.0;Financials:12.1;RealEstate:15.0;Industrials:28.0 | null | 0 | null | ESGFloor | ESG<65 | XESG;SUSA | 33 | Underweight | Raise portfolio ESG score | null | 49.6 | 221.3 | VendorA | 133 | 82 | Approved | Vendor data cross-checked |
SI000857 | 2024-12-29 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 69.5 | 4 | 108.5 | Energy:33.3;RealEstate:10.8;Tech:21.5;Industrials:23.7;Utilities:10.7 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | SPYX | 24 | Underweight | Reduce carbon intensity | null | 72.7 | 91.9 | Internal | 33 | 81 | SuggestedEdits | Client mandate confirmed at onboarding |
SI000858 | 2025-09-26 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 50.6 | 0 | 277 | Energy:19.4;Tech:29.0;RealEstate:31.0;Industrials:20.6 | Weapons:0.5% | 0 | null | ScreenHits | ESG score below ESGOnly baseline;Weapons revenue exposure | ESGD;XESG;CRBN | 16 | Replace | Screen breach remediation | null | 50.8 | 264.8 | Internal | 159 | 83 | Approved | Vendor data cross-checked |
SI000859 | 2024-08-15 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 82.6 | 0 | 196.6 | Industrials:23.0;RealEstate:25.6;Energy:22.9;Tech:28.5 | Weapons:1.0% | 0 | null | CarbonCap | Carbon>100.0 | ESGE;SUSA | 36 | Underweight | Reduce carbon intensity | null | 86.5 | 174.6 | VendorA | 69 | 76 | Approved | Vendor data cross-checked |
SI000860 | 2025-05-30 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 61.1 | 0 | 126.5 | Comm:12.1;RealEstate:17.0;Materials:18.5;Financials:13.2;Industrials:20.4;Utilities:12.0;Consumer:6.8 | Tobacco:1.0% | 2 | SHEL;PM | CarbonCap | Carbon>100.0 | SPYX;XESG;ESGU | 19 | Replace | Reduce carbon intensity | null | 62.3 | 117.9 | VendorB | 73 | 98 | Approved | Client mandate confirmed at onboarding |
SI000861 | 2025-04-19 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 81.1 | 3 | 195.1 | RealEstate:16.4;Consumer:17.9;Financials:21.0;Industrials:22.6;Utilities:22.0 | null | 5 | BTI;ADM;RIO;TSLA;META | null | null | null | 10 | Defer | Within mandate; monitor | null | 81.6 | 190.7 | VendorA | 315 | 88 | Approved | Policy reviewed by compliance |
SI000862 | 2025-10-15 | UK | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 64 | 1 | 233.4 | Consumer:31.5;Health:10.0;Comm:40.2;Tech:18.3 | Tobacco:1.0% | 0 | null | null | null | null | 3 | Defer | Within mandate; monitor | null | 65.2 | 223.6 | Internal | 343 | 80 | null | Vendor data cross-checked |
SI000863 | 2024-11-15 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 49.3 | 5 | 95.2 | Consumer:9.2;Industrials:19.3;Health:7.7;Utilities:19.3;Comm:9.6;Energy:34.8 | null | 0 | null | null | null | null | 14 | Defer | Within mandate; monitor | null | 49.3 | 96.7 | VendorC | 54 | 89 | null | Client mandate confirmed at onboarding |
SI000864 | 2024-10-22 | UK | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 50.3 | 0 | 167.1 | Industrials:25.6;Utilities:32.1;Health:10.7;Energy:10.4;RealEstate:11.1;Financials:10.2 | ThermalCoal:2.5%;Weapons:0.5% | 0 | null | ScreenHits | Carbon>150.0;Thermal coal revenue exposure;Weapons revenue exposure | ESGE;CRBN | 28 | Replace | Screen breach remediation | null | 53.5 | 144.2 | Internal | 243 | 84 | SuggestedEdits | Vendor data cross-checked |
SI000865 | 2025-10-09 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 69.6 | 2 | 107.3 | Consumer:17.4;Health:20.7;Tech:13.7;Comm:19.6;Industrials:14.0;Financials:14.5 | ThermalCoal:0.5% | 0 | null | CarbonCap | Carbon>100.0 | DSI;GRNB;ESGD | 36 | Engage | Reduce carbon intensity | Send engagement letter;Escalate to vote;File shareholder proposal;Set KPI targets | 72.4 | 94.1 | VendorA | 247 | 87 | null | Client mandate confirmed at onboarding |
SI000866 | 2025-01-14 | AU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 47.6 | 3 | 149.1 | Health:22.5;Utilities:18.9;Materials:10.9;RealEstate:16.9;Consumer:21.2;Financials:9.5 | Weapons:2.5% | 0 | null | ScreenHits | Weapons revenue exposure | LOWC | 22 | Underweight | Screen breach remediation | null | 49 | 124.1 | VendorC | 274 | 72 | Approved | Vendor data cross-checked |
SI000867 | 2024-12-15 | AU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 80.5 | 5 | 307.6 | Health:9.6;RealEstate:19.3;Financials:13.0;Consumer:16.7;Materials:12.2;Utilities:13.8;Tech:15.3 | null | 3 | MO;META;PM | CarbonCap | Controversy>2;Carbon>100.0 | GRNB;SUSA;SPYX | 31 | Replace | Reduce carbon intensity | null | 82.1 | 257 | VendorC | 296 | 97 | SuggestedEdits | Client mandate confirmed at onboarding |
SI000868 | 2024-09-17 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 51.7 | 2 | 314 | Materials:25.8;Utilities:19.1;Consumer:24.5;Tech:30.6 | null | 1 | TSLA | null | null | null | 17 | Defer | Within mandate; monitor | null | 51.8 | 300.6 | VendorB | 110 | 90 | null | Exception documented and approved |
SI000869 | 2025-04-09 | UK | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 57 | 0 | 271.6 | Energy:11.5;Comm:17.9;Utilities:26.3;Materials:8.5;Health:15.2;Industrials:20.6 | PalmOil:0.5% | 0 | null | CarbonCap | Carbon>150.0 | ESGD;SPYX | 12 | Underweight | Reduce carbon intensity | null | 58.5 | 233.4 | VendorB | 274 | 76 | null | Client mandate confirmed at onboarding |
SI000870 | 2025-11-16 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 72.9 | 5 | 314 | Materials:37.8;Health:30.8;Comm:15.7;Consumer:15.7 | null | 1 | XOM | Controversy | Controversy>3 | ESGD;CRBN;SUSA | 20 | Underweight | Manage controversy risk | null | 75.3 | 310.2 | Internal | 326 | 71 | SuggestedEdits | Weekly ESG data refresh applied |
SI000871 | 2025-09-27 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 70.2 | 1 | 82.1 | Consumer:8.7;Financials:7.1;Utilities:32.9;Tech:20.8;Energy:30.5 | PalmOil:2.5% | 0 | null | null | null | null | 18 | Defer | Within mandate; monitor | null | 70.4 | 79.3 | VendorB | 324 | 87 | null | Weekly ESG data refresh applied |
SI000872 | 2025-12-13 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 70 | 2 | 214.6 | Consumer:31.6;Financials:8.4;RealEstate:14.1;Energy:19.9;Comm:25.9 | PalmOil:0.5% | 1 | META | null | null | null | 17 | Defer | Within mandate; monitor | null | 69.7 | 212.3 | VendorC | 135 | 98 | Approved | Weekly ESG data refresh applied |
SI000873 | 2024-12-20 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 80.9 | 4 | 291.8 | Financials:16.0;Materials:18.9;Energy:15.3;Utilities:11.4;Comm:14.8;Tech:9.8;RealEstate:13.8 | Tobacco:1.0% | 1 | ADM | ScreenHits | Controversy>3;Tobacco revenue exposure | SPYX;XESG | 26 | Replace | Screen breach remediation | null | 84.1 | 279.8 | VendorA | 37 | 79 | null | Vendor data cross-checked |
SI000874 | 2025-04-03 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 68 | 1 | 269.8 | Utilities:12.3;Energy:14.0;Comm:19.6;RealEstate:22.4;Tech:6.2;Consumer:25.5 | Tobacco:5.0%;PalmOil:10.0% | 1 | MSFT | CarbonCap | Carbon>150.0 | SUSA;DSI;ESGU | 39 | Underweight | Reduce carbon intensity | null | 70.2 | 231.6 | Internal | 79 | 81 | Approved | Weekly ESG data refresh applied |
SI000875 | 2025-02-21 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 51.1 | 1 | 98.3 | Consumer:21.3;Utilities:20.1;RealEstate:29.9;Tech:28.7 | Tobacco:1.0% | 0 | null | ScreenHits | ESG<65;Tobacco revenue exposure | ESGD | 40 | Replace | Screen breach remediation | null | 51.3 | 87.7 | VendorC | 188 | 71 | Approved | Policy reviewed by compliance |
SI000876 | 2025-07-02 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 80.5 | 2 | 237.4 | Consumer:22.2;Utilities:17.1;Tech:17.6;Health:13.7;Materials:15.7;RealEstate:13.6 | ThermalCoal:0.5% | 3 | RIO;LMT;BA | ScreenHits | Thermal coal revenue exposure | ESGU | 20 | Replace | Screen breach remediation | null | 81.2 | 206.7 | Internal | 240 | 90 | Rejected | Weekly ESG data refresh applied |
SI000877 | 2024-11-19 | US | ESGScore>=65;NoTobacco;NoPalmOil | 56.4 | 5 | 307.4 | RealEstate:16.7;Utilities:12.8;Industrials:16.7;Financials:12.5;Comm:16.2;Energy:25.1 | ThermalCoal:0.5%;PalmOil:10.0% | 2 | SHEL;BTI | ESGFloor | ESG<65 | ESGD;DSI | 30 | Replace | Raise portfolio ESG score | null | 58.4 | 262 | VendorC | 233 | 80 | null | Weekly ESG data refresh applied |
SI000878 | 2024-08-13 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 48 | 4 | 86.5 | Industrials:18.1;Materials:14.3;Comm:14.2;Consumer:19.6;Financials:12.9;RealEstate:13.6;Health:7.4 | PalmOil:5.0% | 1 | RTX | Controversy | Controversy>3 | SUSA;CRBN | 16 | Divest | Manage controversy risk | null | 51.6 | 87.9 | Internal | 107 | 89 | null | Vendor data cross-checked |
SI000879 | 2025-11-12 | UK | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 55.4 | 3 | 257.4 | Utilities:33.3;Health:19.8;Energy:17.6;Industrials:9.9;Financials:19.5 | null | 2 | PM;XOM | null | null | null | 2 | Defer | Within mandate; monitor | null | 55.4 | 250.9 | VendorB | 110 | 71 | Approved | Weekly ESG data refresh applied |
SI000880 | 2025-07-12 | CA | ESGScore>=65;NoTobacco;NoPalmOil | 46.8 | 4 | 90.2 | Comm:11.2;RealEstate:22.0;Industrials:25.1;Financials:11.5;Energy:8.2;Materials:12.2;Utilities:9.7 | null | 0 | null | ESGFloor | ESG<65 | USXF;LOWC;SUSA | 17 | Underweight | Raise portfolio ESG score | null | 48.8 | 83.3 | VendorB | 73 | 75 | Approved | Exception documented and approved |
SI000881 | 2025-07-24 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 74.2 | 2 | 119.3 | Tech:11.5;Health:9.7;RealEstate:19.5;Utilities:9.5;Industrials:14.6;Comm:17.0;Materials:18.2 | Tobacco:5.0%;PalmOil:0.5% | 0 | null | null | null | null | 6 | Defer | Within mandate; monitor | null | 73.7 | 121.3 | VendorC | 59 | 73 | null | Policy reviewed by compliance |
SI000882 | 2025-03-29 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 51.4 | 1 | 144.5 | Industrials:10.6;Consumer:26.9;Utilities:20.6;Health:6.6;RealEstate:27.0;Financials:8.3 | null | 0 | null | null | null | null | 17 | Defer | Within mandate; monitor | null | 51.2 | 146.8 | VendorB | 348 | 84 | Approved | Exception documented and approved |
SI000883 | 2025-10-30 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 61.5 | 2 | 203.7 | Energy:21.1;Consumer:35.9;Comm:15.9;RealEstate:27.1 | Weapons:1.0%;PalmOil:2.5% | 1 | BA | ScreenHits | Weapons revenue exposure | SUSA | 30 | Replace | Screen breach remediation | null | 64.9 | 183.7 | VendorC | 316 | 74 | SuggestedEdits | Weekly ESG data refresh applied |
SI000884 | 2024-08-04 | SG | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 75.1 | 2 | 217.5 | Industrials:24.2;Comm:34.0;Materials:28.3;Health:13.5 | Weapons:0.5%;PalmOil:10.0% | 1 | ADM | ScreenHits | Carbon>150.0;Weapons revenue exposure | SUSA | 31 | Replace | Screen breach remediation | null | 78.3 | 196.1 | VendorB | 208 | 94 | Rejected | Policy reviewed by compliance |
SI000885 | 2024-12-08 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 72.8 | 0 | 289.2 | Consumer:13.9;Industrials:14.5;Utilities:16.8;Materials:13.0;Comm:14.3;Health:19.9;Energy:7.6 | null | 1 | TSLA | CarbonCap | Carbon>100.0 | LOWC;XESG | 26 | Replace | Reduce carbon intensity | null | 75.7 | 269 | VendorA | 252 | 77 | null | Weekly ESG data refresh applied |
SI000886 | 2025-07-27 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 56.7 | 4 | 170.3 | Comm:10.4;Health:27.8;Industrials:22.0;Consumer:39.8 | ThermalCoal:0.5%;Tobacco:0.5% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | DSI | 19 | Replace | Reduce carbon intensity | null | 58.1 | 141.3 | VendorB | 177 | 73 | null | Client mandate confirmed at onboarding |
SI000887 | 2024-07-23 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 79 | 4 | 81 | Utilities:18.7;Materials:29.5;Health:32.7;Energy:19.1 | null | 0 | null | Controversy | Controversy>3 | USXF | 17 | Engage | Manage controversy risk | Send engagement letter;Escalate to vote | 79.1 | 81.6 | VendorB | 272 | 92 | null | Client mandate confirmed at onboarding |
SI000888 | 2024-09-13 | SG | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 53.5 | 3 | 103.7 | Tech:16.4;Financials:10.4;Materials:12.8;Industrials:10.9;Comm:16.6;RealEstate:16.0;Utilities:16.9 | PalmOil:5.0% | 2 | TSLA;RIO | ESGFloor | ESG score below ESGOnly baseline | USXF;ESGD | 24 | Replace | Raise portfolio ESG score | null | 55.8 | 94.6 | VendorA | 150 | 88 | Rejected | Client mandate confirmed at onboarding |
SI000889 | 2024-11-05 | CA | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 50.6 | 1 | 214.4 | RealEstate:20.4;Financials:29.9;Tech:12.0;Materials:9.9;Comm:27.8 | null | 0 | null | null | null | null | 17 | Defer | Within mandate; monitor | null | 51.6 | 207.2 | VendorA | 110 | 74 | null | Policy reviewed by compliance |
SI000890 | 2025-04-10 | US | ESGScore>=65;NoTobacco;NoPalmOil | 75.6 | 4 | 79.5 | Industrials:23.1;RealEstate:35.8;Health:17.0;Energy:24.1 | PalmOil:2.5% | 1 | MSFT | null | null | null | 12 | Defer | Within mandate; monitor | null | 76.8 | 80.6 | VendorB | 306 | 75 | Approved | Weekly ESG data refresh applied |
SI000891 | 2024-10-02 | US | ESGScore>=65;NoTobacco;NoPalmOil | 77.5 | 1 | 203.5 | Materials:13.0;Industrials:16.8;Utilities:16.7;Consumer:6.6;Health:14.9;Tech:19.9;Energy:12.0 | Tobacco:15.0% | 0 | null | ScreenHits | Tobacco revenue exposure | LOWC;CRBN | 31 | Underweight | Screen breach remediation | null | 79.3 | 173.3 | VendorB | 44 | 86 | null | Exception documented and approved |
SI000892 | 2025-06-07 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 63.2 | 5 | 269.6 | Consumer:14.6;Tech:19.5;Comm:13.4;Energy:20.5;Industrials:15.7;RealEstate:16.4 | ThermalCoal:0.5%;Weapons:1.0%;PalmOil:1.0% | 3 | LMT;BHP;BA | ScreenHits | Carbon>150.0;Thermal coal revenue exposure;Weapons revenue exposure | USXF;LOWC | 9 | Replace | Screen breach remediation | null | 66.2 | 222.4 | VendorB | 325 | 78 | SuggestedEdits | Client mandate confirmed at onboarding |
SI000893 | 2024-07-30 | CA | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 69.7 | 0 | 150.9 | Materials:27.3;Utilities:9.5;Consumer:25.8;Tech:37.4 | null | 0 | null | CarbonCap | Carbon>150.0 | ESGD;SPYX;DSI | 27 | Replace | Reduce carbon intensity | null | 72.5 | 137.1 | Internal | 317 | 73 | null | Weekly ESG data refresh applied |
SI000894 | 2024-11-20 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 75.2 | 0 | 197.8 | Industrials:16.4;Utilities:35.4;Materials:32.2;Consumer:16.0 | ThermalCoal:1.0%;Weapons:0.5% | 0 | null | ScreenHits | Weapons revenue exposure | SUSA;CRBN | 27 | Replace | Screen breach remediation | null | 78 | 163.5 | VendorB | 315 | 72 | null | Weekly ESG data refresh applied |
SI000895 | 2024-08-21 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 75.8 | 4 | 313.2 | Materials:28.6;Comm:15.1;Industrials:14.6;RealEstate:11.5;Health:20.9;Financials:9.2 | null | 3 | BA;SHEL;PM | CarbonCap | Carbon>150.0 | CRBN;LOWC;USXF | 16 | Engage | Reduce carbon intensity | Send engagement letter;Set KPI targets;File shareholder proposal | 77.6 | 257.8 | Internal | 342 | 81 | null | Policy reviewed by compliance |
SI000896 | 2025-08-31 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 77.7 | 1 | 260.1 | Industrials:22.9;Consumer:23.6;Tech:5.6;Materials:14.9;Financials:7.0;Energy:18.2;RealEstate:7.9 | Tobacco:2.5%;Weapons:0.5% | 0 | null | ScreenHits | Weapons revenue exposure | ESGU | 30 | Replace | Screen breach remediation | null | 80.1 | 249.4 | VendorA | 215 | 77 | Rejected | Client mandate confirmed at onboarding |
SI000897 | 2024-08-22 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 51.4 | 5 | 135.4 | Health:27.6;Comm:23.8;Utilities:22.8;Industrials:25.8 | null | 0 | null | Controversy | ESG score below ESGOnly baseline;Controversy>3 | SPYX;DSI | 15 | Underweight | Manage controversy risk | null | 52.4 | 137 | VendorC | 246 | 82 | null | Exception documented and approved |
SI000898 | 2025-09-29 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 58.1 | 5 | 72.9 | Comm:25.8;Energy:17.7;RealEstate:30.1;Consumer:26.4 | null | 0 | null | Controversy | Controversy>2 | SPYX | 21 | Divest | Manage controversy risk | null | 60.2 | 69.7 | VendorB | 95 | 88 | SuggestedEdits | Policy reviewed by compliance |
SI000899 | 2025-09-24 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 76.7 | 3 | 71.4 | Comm:15.0;Industrials:10.2;Consumer:14.4;Materials:22.1;Health:38.2 | Weapons:2.5% | 0 | null | ScreenHits | Weapons revenue exposure | DSI | 14 | Replace | Screen breach remediation | null | 78.5 | 65.6 | VendorB | 48 | 98 | null | Policy reviewed by compliance |
SI000900 | 2025-04-28 | UK | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 56.2 | 3 | 247.1 | Health:18.5;Materials:17.3;RealEstate:8.3;Industrials:20.5;Comm:21.1;Energy:9.3;Tech:5.0 | Tobacco:1.0%;PalmOil:5.0% | 0 | null | ScreenHits | Tobacco revenue exposure | USXF;CRBN;ESGU | 31 | Replace | Screen breach remediation | null | 58.3 | 229.8 | Internal | 168 | 99 | null | Policy reviewed by compliance |
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