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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SI000901 | 2025-03-10 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 64.4 | 0 | 283.1 | Health:19.2;Materials:7.5;Energy:23.9;Industrials:11.9;Utilities:9.1;Tech:12.3;Financials:16.1 | Tobacco:1.0% | 1 | NEM | CarbonCap | Carbon>100.0 | CRBN;ESGD;ESGU | 23 | Underweight | Reduce carbon intensity | null | 66.5 | 249.5 | Internal | 46 | 88 | SuggestedEdits | Vendor data cross-checked |
SI000902 | 2025-09-16 | UK | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 62.5 | 5 | 192.1 | Energy:8.8;Financials:9.0;Health:21.1;Comm:8.4;Materials:11.1;Tech:18.9;Consumer:22.8 | ThermalCoal:2.5% | 0 | null | Controversy | Controversy>3 | XESG | 9 | Engage | Manage controversy risk | Request disclosure improvement;Set KPI targets;Escalate to vote | 64.9 | 194.1 | VendorA | 151 | 80 | SuggestedEdits | Exception documented and approved |
SI000903 | 2025-03-21 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 64.9 | 5 | 181.6 | Utilities:8.8;RealEstate:11.4;Energy:23.2;Comm:26.1;Financials:16.1;Health:14.4 | null | 3 | TSLA;PM;SHEL | Controversy | Controversy>3 | CRBN;ESGE | 35 | Divest | Manage controversy risk | null | 67.7 | 183.3 | VendorC | 122 | 94 | null | Client mandate confirmed at onboarding |
SI000904 | 2025-05-26 | US | ESGScore>=65;NoTobacco;NoPalmOil | 58.6 | 0 | 163.9 | Comm:25.4;Consumer:12.5;Materials:26.0;Energy:18.1;Financials:18.0 | null | 0 | null | ESGFloor | ESG<65 | ESGD | 18 | Replace | Raise portfolio ESG score | null | 61.6 | 144 | VendorB | 90 | 82 | null | Weekly ESG data refresh applied |
SI000905 | 2025-11-19 | AU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 80.5 | 2 | 222 | Materials:15.8;Comm:12.2;Energy:45.9;Financials:26.2 | Tobacco:5.0%;PalmOil:0.5% | 0 | null | CarbonCap | Carbon>150.0 | USXF;GRNB;ESGD | 19 | Engage | Reduce carbon intensity | Set KPI targets;Quarterly check-ins;Escalate to vote | 84.2 | 196.3 | Internal | 276 | 85 | null | Exception documented and approved |
SI000906 | 2025-08-07 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 49.8 | 4 | 177.7 | Energy:9.7;Consumer:17.2;Utilities:31.3;Comm:11.8;Tech:19.4;Industrials:10.6 | ThermalCoal:2.5%;Weapons:1.0% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | ESGD;CRBN | 25 | Underweight | Reduce carbon intensity | null | 50.9 | 153.4 | VendorB | 150 | 90 | null | Vendor data cross-checked |
SI000907 | 2025-10-04 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 56.9 | 3 | 283.9 | Materials:6.3;Financials:10.5;Tech:18.2;Energy:19.9;Comm:17.2;Industrials:21.0;Utilities:6.8 | PalmOil:0.5% | 1 | BHP | CarbonCap | Carbon>150.0 | ESGU | 16 | Underweight | Reduce carbon intensity | null | 57.5 | 266.9 | VendorA | 113 | 78 | Approved | Policy reviewed by compliance |
SI000908 | 2024-08-28 | US | ESGScore>=65;NoTobacco;NoPalmOil | 62.7 | 3 | 122.6 | Consumer:24.7;Utilities:23.2;Financials:9.9;Industrials:21.5;Comm:20.7 | null | 4 | MO;BA;BN;NEM | ESGFloor | ESG<65 | CRBN;LOWC;XESG | 36 | Engage | Raise portfolio ESG score | Set KPI targets;File shareholder proposal;Escalate to vote | 63.6 | 108.3 | VendorA | 61 | 82 | Approved | Exception documented and approved |
SI000909 | 2025-02-01 | UK | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 80.1 | 0 | 199 | RealEstate:28.3;Health:9.6;Consumer:15.2;Energy:9.9;Tech:16.2;Utilities:20.8 | Tobacco:10.0% | 0 | null | ScreenHits | Tobacco revenue exposure | GRNB;XESG | 28 | Replace | Screen breach remediation | null | 81.5 | 187.7 | VendorB | 147 | 71 | null | Policy reviewed by compliance |
SI000910 | 2025-06-20 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 49.2 | 1 | 96.8 | Industrials:20.6;RealEstate:15.9;Energy:12.4;Materials:16.4;Consumer:18.2;Financials:16.6 | null | 4 | NEM;BA;MO;MSFT | null | null | null | 5 | Defer | Within mandate; monitor | null | 49.9 | 98.4 | Internal | 247 | 85 | null | Exception documented and approved |
SI000911 | 2024-12-14 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 57.4 | 1 | 217.2 | Utilities:24.7;Health:17.6;Tech:24.4;Financials:33.3 | Tobacco:2.5% | 2 | MSFT;BA | CarbonCap | Carbon>100.0 | USXF;SPYX;CRBN | 10 | Replace | Reduce carbon intensity | null | 58.1 | 193.2 | VendorA | 125 | 84 | null | Client mandate confirmed at onboarding |
SI000912 | 2024-07-29 | UK | ESGScore>=65;NoTobacco;NoPalmOil | 79.8 | 1 | 66 | Comm:22.2;Industrials:12.1;Health:11.5;Utilities:14.0;Consumer:16.5;Materials:12.5;Financials:11.1 | Tobacco:2.5% | 0 | null | ScreenHits | Tobacco revenue exposure | LOWC;XESG;ESGU | 30 | Underweight | Screen breach remediation | null | 83.7 | 56.1 | Internal | 237 | 89 | null | Exception documented and approved |
SI000913 | 2025-08-05 | US | ESGScore>=65;NoTobacco;NoPalmOil | 73.9 | 0 | 79.7 | Comm:5.5;Health:8.1;Utilities:20.1;Consumer:24.4;Industrials:17.4;Materials:16.3;Tech:8.2 | null | 0 | null | null | null | null | 10 | Defer | Within mandate; monitor | null | 75.4 | 77.3 | VendorB | 135 | 95 | null | Policy reviewed by compliance |
SI000914 | 2025-10-20 | US | ESGScore>=65;NoTobacco;NoPalmOil | 61.3 | 3 | 277.7 | RealEstate:7.8;Consumer:32.2;Comm:25.4;Health:34.6 | Weapons:1.0% | 0 | null | ESGFloor | ESG<65 | XESG | 33 | Underweight | Raise portfolio ESG score | null | 63.5 | 240 | VendorC | 187 | 77 | Approved | Client mandate confirmed at onboarding |
SI000915 | 2025-07-23 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 65.3 | 0 | 290.7 | RealEstate:24.8;Utilities:18.5;Comm:8.9;Tech:16.4;Health:19.9;Materials:11.5 | PalmOil:5.0% | 0 | null | CarbonCap | Carbon>150.0 | USXF | 27 | Replace | Reduce carbon intensity | null | 67.2 | 249.1 | Internal | 319 | 96 | Approved | Policy reviewed by compliance |
SI000916 | 2024-08-25 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 49.2 | 3 | 103.2 | Tech:21.1;Utilities:21.9;Financials:6.8;Comm:11.7;Energy:5.2;RealEstate:20.7;Industrials:12.6 | Tobacco:10.0%;PalmOil:5.0% | 1 | MO | null | null | null | 5 | Defer | Within mandate; monitor | null | 49.4 | 104.6 | VendorA | 104 | 93 | null | Exception documented and approved |
SI000917 | 2025-04-29 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 79.5 | 4 | 308.5 | RealEstate:18.2;Industrials:17.5;Energy:21.3;Financials:22.1;Utilities:20.9 | Weapons:5.0% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | GRNB;ESGU;DSI | 28 | Replace | Reduce carbon intensity | null | 82.8 | 267 | Internal | 360 | 73 | Approved | Weekly ESG data refresh applied |
SI000918 | 2024-11-24 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 62.7 | 1 | 60.2 | Energy:18.1;Comm:21.3;Health:18.3;Tech:20.1;RealEstate:22.2 | PalmOil:2.5% | 0 | null | null | null | null | 11 | Defer | Within mandate; monitor | null | 64 | 59.5 | VendorA | 158 | 75 | Approved | Policy reviewed by compliance |
SI000919 | 2024-12-13 | UK | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 82.8 | 5 | 247.3 | Comm:18.3;Tech:21.8;RealEstate:11.7;Health:15.7;Materials:12.1;Industrials:13.2;Energy:7.1 | PalmOil:1.0% | 0 | null | CarbonCap | Carbon>150.0 | ESGD;SUSA;DSI | 17 | Underweight | Reduce carbon intensity | null | 83 | 208.4 | VendorA | 92 | 94 | Approved | Weekly ESG data refresh applied |
SI000920 | 2025-05-16 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 63 | 2 | 245.9 | Tech:9.2;Comm:14.8;Financials:26.0;Utilities:12.7;Industrials:7.2;Energy:12.9;Consumer:17.2 | null | 4 | RIO;BHP;PM;NEM | null | null | null | 10 | Defer | Within mandate; monitor | null | 64 | 243.2 | Internal | 364 | 79 | null | Vendor data cross-checked |
SI000921 | 2025-11-17 | CA | ESGScore>=65;NoTobacco;NoPalmOil | 64.3 | 4 | 241 | Industrials:5.2;Utilities:10.6;Energy:22.5;RealEstate:17.4;Financials:21.4;Materials:22.9 | null | 5 | NEM;SHEL;RIO;MSFT;AAPL | ESGFloor | ESG<65 | ESGD | 23 | Replace | Raise portfolio ESG score | null | 66.9 | 220.8 | VendorC | 87 | 91 | null | Weekly ESG data refresh applied |
SI000922 | 2025-07-30 | US | ESGScore>=65;NoTobacco;NoPalmOil | 59.2 | 1 | 245.7 | Consumer:17.4;Industrials:21.3;Materials:7.0;Comm:16.5;RealEstate:20.2;Health:17.6 | ThermalCoal:1.0%;PalmOil:0.5% | 2 | TSLA;BN | ESGFloor | ESG<65 | ESGD | 26 | Replace | Raise portfolio ESG score | null | 61.8 | 206.2 | VendorB | 263 | 71 | SuggestedEdits | Weekly ESG data refresh applied |
SI000923 | 2025-07-03 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 75.2 | 3 | 256.4 | Energy:9.1;Health:19.1;Tech:15.2;RealEstate:21.5;Materials:22.3;Comm:12.7 | PalmOil:2.5% | 1 | BA | null | null | null | 7 | Defer | Within mandate; monitor | null | 76.2 | 255.4 | VendorC | 125 | 81 | null | Weekly ESG data refresh applied |
SI000924 | 2024-08-17 | SG | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 74.8 | 2 | 226.1 | RealEstate:21.8;Health:35.2;Comm:19.4;Utilities:23.5 | PalmOil:1.0% | 0 | null | CarbonCap | Carbon>150.0 | ESGE;SPYX | 26 | Replace | Reduce carbon intensity | null | 75.3 | 190.1 | VendorB | 87 | 74 | null | Weekly ESG data refresh applied |
SI000925 | 2024-08-29 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 56.7 | 0 | 211.8 | Utilities:17.8;Energy:17.2;Materials:10.1;Health:17.9;Industrials:14.4;Consumer:9.8;Tech:12.8 | null | 0 | null | CarbonCap | Carbon>100.0 | XESG | 9 | Engage | Reduce carbon intensity | Quarterly check-ins;Set KPI targets;Request disclosure improvement | 59.9 | 178.4 | Internal | 241 | 73 | null | Client mandate confirmed at onboarding |
SI000926 | 2024-11-15 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 77 | 5 | 279.9 | Energy:12.9;Tech:14.7;Financials:10.5;Comm:5.2;Utilities:16.7;Industrials:22.0;Materials:18.0 | null | 1 | ADM | CarbonCap | Carbon>150.0 | XESG | 37 | Replace | Reduce carbon intensity | null | 80.5 | 237.7 | VendorA | 324 | 94 | null | Vendor data cross-checked |
SI000927 | 2024-07-22 | US | ESGScore>=65;NoTobacco;NoPalmOil | 82.8 | 2 | 270.7 | Materials:19.6;Tech:11.6;Health:25.4;Consumer:30.7;Industrials:12.8 | ThermalCoal:0.5% | 0 | null | null | null | null | 7 | Defer | Within mandate; monitor | null | 83.4 | 257.6 | Internal | 79 | 78 | null | Client mandate confirmed at onboarding |
SI000928 | 2025-07-17 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 64.3 | 5 | 153.5 | Energy:30.8;RealEstate:34.8;Tech:11.5;Utilities:22.9 | ThermalCoal:2.5%;PalmOil:0.5% | 0 | null | ScreenHits | Carbon>150.0;Thermal coal revenue exposure | CRBN;SUSA | 27 | Underweight | Screen breach remediation | null | 66.2 | 136.4 | VendorA | 102 | 97 | Approved | Weekly ESG data refresh applied |
SI000929 | 2024-11-13 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 84.2 | 5 | 143.6 | Industrials:19.6;RealEstate:13.4;Tech:13.9;Financials:12.4;Health:12.1;Energy:6.8;Utilities:21.9 | Tobacco:2.5% | 1 | ADM | Controversy | Controversy>3 | SUSA | 14 | Underweight | Manage controversy risk | null | 86.2 | 139.9 | VendorB | 74 | 95 | Approved | Vendor data cross-checked |
SI000930 | 2024-07-22 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 46 | 4 | 97.7 | Consumer:13.0;RealEstate:13.0;Health:38.8;Tech:35.2 | null | 0 | null | Controversy | ESG score below ESGOnly baseline;Controversy>3 | SPYX | 28 | Divest | Manage controversy risk | null | 47 | 94 | VendorC | 143 | 99 | Approved | Weekly ESG data refresh applied |
SI000931 | 2025-10-15 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 46.1 | 3 | 252.3 | Industrials:6.0;Comm:15.6;Tech:19.4;RealEstate:24.8;Consumer:15.6;Energy:18.6 | PalmOil:0.5% | 0 | null | ESGFloor | ESG score below ESGOnly baseline | CRBN;ESGU;ESGE | 28 | Replace | Raise portfolio ESG score | null | 50 | 207.1 | VendorA | 73 | 76 | null | Exception documented and approved |
SI000932 | 2025-09-25 | SG | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 64.2 | 4 | 240.3 | Financials:21.0;Utilities:24.6;Industrials:14.0;Comm:40.4 | ThermalCoal:0.5% | 1 | MO | ScreenHits | Controversy>3;Thermal coal revenue exposure | DSI | 33 | Replace | Screen breach remediation | null | 68.1 | 217 | VendorA | 344 | 86 | null | Policy reviewed by compliance |
SI000933 | 2025-11-04 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 68.7 | 3 | 258.6 | Comm:26.1;Health:23.1;Energy:24.0;Utilities:10.9;RealEstate:15.9 | ThermalCoal:0.5%;Weapons:5.0% | 1 | MO | ScreenHits | Carbon>150.0;Thermal coal revenue exposure;Weapons revenue exposure | LOWC;SPYX | 23 | Underweight | Screen breach remediation | null | 71.7 | 245.5 | Internal | 147 | 71 | null | Policy reviewed by compliance |
SI000934 | 2025-05-20 | CA | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 72.4 | 1 | 273.6 | Consumer:24.1;RealEstate:13.7;Tech:14.1;Materials:24.9;Industrials:23.3 | null | 0 | null | null | null | null | 12 | Defer | Within mandate; monitor | null | 72.8 | 263.1 | VendorC | 125 | 83 | null | Weekly ESG data refresh applied |
SI000935 | 2025-12-06 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 51.9 | 1 | 284.2 | Health:14.9;Comm:9.5;Industrials:19.1;Energy:28.4;Utilities:28.1 | null | 1 | MSFT | null | null | null | 18 | Defer | Within mandate; monitor | null | 52.2 | 273.6 | VendorA | 107 | 95 | null | Weekly ESG data refresh applied |
SI000936 | 2024-12-14 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 67.4 | 5 | 303.3 | RealEstate:16.3;Health:21.8;Comm:14.5;Utilities:18.8;Tech:28.6 | Tobacco:15.0%;Weapons:5.0% | 0 | null | ScreenHits | Tobacco revenue exposure | CRBN;DSI;SPYX | 16 | Replace | Screen breach remediation | null | 70.7 | 268.4 | VendorB | 319 | 93 | null | Weekly ESG data refresh applied |
SI000937 | 2025-06-03 | US | ESGScore>=65;NoTobacco;NoPalmOil | 68.1 | 0 | 151.5 | Health:36.2;Comm:10.3;Utilities:24.0;Tech:9.7;Materials:19.8 | null | 2 | SHEL;TSLA | null | null | null | 2 | Defer | Within mandate; monitor | null | 69 | 148.1 | Internal | 38 | 93 | null | Weekly ESG data refresh applied |
SI000938 | 2024-10-04 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 73.8 | 4 | 84.9 | Consumer:20.2;Financials:17.0;Materials:20.5;Industrials:20.6;Energy:13.5;Tech:8.2 | null | 3 | NEM;ADM;AAPL | Controversy | Controversy>3 | SUSA;XESG;ESGE | 33 | Underweight | Manage controversy risk | null | 76.7 | 82.4 | VendorA | 202 | 70 | null | Exception documented and approved |
SI000939 | 2025-12-20 | UK | ESGScore>=65;NoTobacco;NoPalmOil | 55 | 5 | 207.1 | RealEstate:25.1;Financials:16.8;Tech:7.1;Industrials:17.1;Comm:7.3;Materials:16.9;Health:9.7 | null | 2 | MO;XOM | ESGFloor | ESG<65 | XESG | 26 | Replace | Raise portfolio ESG score | null | 58 | 197.1 | VendorB | 268 | 99 | Approved | Weekly ESG data refresh applied |
SI000940 | 2025-01-01 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 51.9 | 3 | 190 | Tech:20.5;Utilities:11.0;RealEstate:5.8;Energy:24.8;Health:21.9;Financials:15.9 | null | 0 | null | CarbonCap | Carbon>150.0 | CRBN | 26 | Replace | Reduce carbon intensity | null | 52.9 | 174.3 | VendorB | 141 | 96 | null | Policy reviewed by compliance |
SI000941 | 2025-05-29 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 62.9 | 3 | 175.7 | Tech:6.9;Consumer:26.7;RealEstate:25.3;Financials:21.5;Industrials:13.3;Utilities:6.2 | ThermalCoal:1.0% | 0 | null | ScreenHits | Carbon>150.0;Thermal coal revenue exposure | XESG;DSI;CRBN | 24 | Divest | Screen breach remediation | null | 66.7 | 168 | VendorC | 266 | 90 | SuggestedEdits | Policy reviewed by compliance |
SI000942 | 2024-08-07 | SG | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 46.6 | 1 | 311.5 | Consumer:10.0;Health:10.1;RealEstate:14.1;Materials:34.7;Tech:31.0 | Weapons:1.0% | 0 | null | ScreenHits | ESG score below ESGOnly baseline;Weapons revenue exposure | XESG;DSI | 32 | Underweight | Screen breach remediation | null | 49.9 | 269 | VendorB | 273 | 91 | Approved | Exception documented and approved |
SI000943 | 2025-03-14 | UK | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 82.7 | 3 | 214.9 | Industrials:10.4;Health:13.2;Financials:14.8;Consumer:18.4;Materials:16.5;Utilities:18.5;Energy:8.3 | Weapons:5.0% | 0 | null | ScreenHits | Carbon>150.0;Weapons revenue exposure | USXF | 32 | Replace | Screen breach remediation | null | 86 | 190.7 | VendorB | 93 | 90 | null | Exception documented and approved |
SI000944 | 2025-08-19 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 60.6 | 3 | 138.6 | Comm:18.0;Materials:22.6;Industrials:21.5;Energy:22.4;RealEstate:15.6 | ThermalCoal:1.0% | 1 | MO | ScreenHits | Thermal coal revenue exposure | ESGE;LOWC;SUSA | 19 | Replace | Screen breach remediation | null | 64.6 | 126.6 | VendorB | 255 | 77 | Approved | Policy reviewed by compliance |
SI000945 | 2024-10-12 | SG | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 45.2 | 2 | 185.7 | Materials:17.1;Comm:4.1;RealEstate:11.0;Health:19.7;Utilities:16.1;Industrials:15.1;Financials:17.0 | PalmOil:10.0% | 0 | null | null | null | null | 13 | Defer | Within mandate; monitor | null | 45.3 | 176.6 | VendorB | 145 | 93 | null | Vendor data cross-checked |
SI000946 | 2024-07-08 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 51.4 | 3 | 190.6 | Consumer:13.3;Health:23.6;Energy:30.7;Tech:11.0;Financials:21.3 | Tobacco:2.5% | 0 | null | ScreenHits | ESG score below ESGOnly baseline;Tobacco revenue exposure | GRNB;ESGE;ESGU | 28 | Replace | Screen breach remediation | null | 51.4 | 161.3 | VendorB | 161 | 96 | SuggestedEdits | Exception documented and approved |
SI000947 | 2024-10-01 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 64.8 | 5 | 308.2 | Consumer:12.7;Materials:22.4;RealEstate:9.1;Utilities:21.1;Industrials:24.0;Tech:10.7 | ThermalCoal:2.5% | 0 | null | ScreenHits | Controversy>3;Thermal coal revenue exposure | ESGU;CRBN;SPYX | 31 | Replace | Screen breach remediation | null | 66.4 | 275.9 | VendorB | 113 | 98 | null | Weekly ESG data refresh applied |
SI000948 | 2025-01-22 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 78.7 | 1 | 287.5 | Utilities:46.1;RealEstate:14.2;Consumer:17.3;Materials:22.5 | ThermalCoal:0.5%;Tobacco:1.0%;Weapons:5.0% | 0 | null | ScreenHits | Weapons revenue exposure;Tobacco revenue exposure | ESGD;SUSA;ESGU | 27 | Replace | Screen breach remediation | null | 80.2 | 272.3 | VendorB | 128 | 73 | null | Vendor data cross-checked |
SI000949 | 2025-01-26 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 64.1 | 5 | 213 | Utilities:12.2;Consumer:20.1;Materials:17.3;Financials:5.1;Comm:18.3;Energy:18.1;Industrials:9.0 | Weapons:1.0% | 0 | null | ScreenHits | Carbon>150.0;Weapons revenue exposure | SUSA;ESGU;SPYX | 27 | Divest | Screen breach remediation | null | 64.5 | 191.3 | VendorA | 363 | 86 | Approved | Exception documented and approved |
SI000950 | 2025-05-18 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 60.3 | 0 | 88.8 | Health:18.6;Comm:7.7;Materials:15.9;RealEstate:25.1;Industrials:7.2;Energy:6.7;Tech:18.8 | Weapons:10.0% | 1 | NEM | ScreenHits | Weapons revenue exposure | ESGE | 15 | Divest | Screen breach remediation | null | 60.4 | 75.7 | VendorA | 337 | 94 | SuggestedEdits | Vendor data cross-checked |
SI000951 | 2025-07-05 | US | ESGScore>=65;NoTobacco;NoPalmOil | 70.2 | 2 | 297 | Comm:10.8;Materials:22.6;Energy:25.2;Utilities:13.1;RealEstate:10.6;Health:17.8 | Weapons:0.5%;PalmOil:0.5% | 0 | null | null | null | null | 15 | Defer | Within mandate; monitor | null | 70.1 | 291.4 | Internal | 103 | 71 | Approved | Vendor data cross-checked |
SI000952 | 2024-12-25 | US | ESGScore>=65;NoTobacco;NoPalmOil | 77.4 | 2 | 299.8 | Industrials:9.5;Consumer:16.6;Tech:13.7;Materials:12.2;Energy:20.0;Comm:11.6;Utilities:16.3 | null | 2 | MSFT;RIO | null | null | null | 7 | Defer | Within mandate; monitor | null | 77.4 | 289.4 | Internal | 129 | 94 | null | Vendor data cross-checked |
SI000953 | 2024-07-09 | CA | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 48.9 | 4 | 281.3 | RealEstate:14.6;Utilities:27.3;Industrials:19.4;Comm:23.7;Financials:15.0 | Tobacco:5.0% | 0 | null | CarbonCap | Carbon>150.0 | SPYX;USXF;SUSA | 10 | Replace | Reduce carbon intensity | null | 49.4 | 263.6 | VendorC | 273 | 71 | SuggestedEdits | Weekly ESG data refresh applied |
SI000954 | 2024-10-06 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 53.2 | 3 | 235.1 | RealEstate:20.3;Materials:14.4;Financials:22.4;Comm:16.8;Tech:4.9;Industrials:21.3 | Tobacco:1.0% | 0 | null | ScreenHits | ESG score below ESGOnly baseline;Tobacco revenue exposure | SUSA;ESGU | 26 | Replace | Screen breach remediation | null | 53.4 | 219.7 | VendorC | 120 | 74 | Approved | Client mandate confirmed at onboarding |
SI000955 | 2024-11-27 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 72.2 | 4 | 240.8 | Financials:28.0;Consumer:30.0;Utilities:21.2;Comm:9.9;Energy:10.9 | Weapons:5.0% | 2 | RIO;BN | ScreenHits | Controversy>3;Weapons revenue exposure | LOWC;CRBN;ESGE | 27 | Divest | Screen breach remediation | null | 75.2 | 197.7 | Internal | 112 | 79 | Approved | Vendor data cross-checked |
SI000956 | 2024-07-21 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 83.6 | 5 | 287.4 | Industrials:29.8;Utilities:11.5;Financials:19.3;Consumer:14.6;Comm:24.7 | Tobacco:0.5% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | CRBN;ESGD;USXF | 15 | Engage | Reduce carbon intensity | Set KPI targets;File shareholder proposal;Request disclosure improvement;Escalate to vote | 83.9 | 248 | VendorC | 162 | 83 | Approved | Exception documented and approved |
SI000957 | 2025-07-30 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 62.4 | 0 | 290.9 | Consumer:8.2;Materials:12.5;Utilities:32.7;Health:21.1;RealEstate:18.1;Energy:7.4 | null | 0 | null | null | null | null | 12 | Defer | Within mandate; monitor | null | 62.5 | 282.5 | VendorB | 200 | 83 | null | Client mandate confirmed at onboarding |
SI000958 | 2025-10-05 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 74 | 5 | 246.8 | Materials:28.1;Tech:22.9;Consumer:13.6;Utilities:12.5;Energy:22.9 | ThermalCoal:2.5%;Tobacco:0.5%;Weapons:1.0% | 1 | PM | ScreenHits | Controversy>3;Thermal coal revenue exposure;Weapons revenue exposure | DSI | 37 | Replace | Screen breach remediation | null | 77.3 | 234.9 | VendorA | 317 | 89 | Rejected | Client mandate confirmed at onboarding |
SI000959 | 2025-03-01 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 58.2 | 0 | 149 | Health:26.3;Utilities:13.6;RealEstate:13.3;Comm:19.4;Energy:8.4;Financials:18.9 | Weapons:2.5% | 0 | null | CarbonCap | Carbon>100.0 | SUSA | 17 | Replace | Reduce carbon intensity | null | 60.2 | 141 | VendorC | 251 | 76 | null | Exception documented and approved |
SI000960 | 2025-07-28 | US | ESGScore>=65;NoTobacco;NoPalmOil | 63.5 | 0 | 230.7 | Energy:17.9;Financials:8.4;Materials:5.1;Health:6.9;Utilities:18.4;Tech:20.5;Consumer:22.7 | PalmOil:5.0% | 3 | MO;RTX;PM | ESGFloor | ESG<65 | ESGE | 35 | Replace | Raise portfolio ESG score | null | 65.1 | 197.2 | Internal | 109 | 82 | Approved | Weekly ESG data refresh applied |
SI000961 | 2025-06-15 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 73.1 | 4 | 226.3 | RealEstate:17.6;Tech:15.6;Industrials:26.7;Energy:13.3;Financials:26.8 | ThermalCoal:15.0% | 0 | null | ScreenHits | Carbon>150.0;Thermal coal revenue exposure | ESGU | 12 | Divest | Screen breach remediation | null | 74.4 | 200.5 | VendorC | 270 | 93 | SuggestedEdits | Exception documented and approved |
SI000962 | 2024-11-07 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 67 | 4 | 143.8 | Industrials:7.1;Tech:22.8;Consumer:16.8;Financials:17.7;Materials:9.0;Energy:14.9;Utilities:11.7 | null | 1 | MO | Controversy | Controversy>3 | ESGD | 20 | Divest | Manage controversy risk | null | 70 | 143.4 | Internal | 334 | 76 | null | Exception documented and approved |
SI000963 | 2025-05-30 | US | ESGScore>=65;NoTobacco;NoPalmOil | 58.2 | 2 | 97.2 | Materials:20.0;Energy:26.1;Financials:25.8;RealEstate:28.1 | null | 0 | null | ESGFloor | ESG<65 | ESGU;USXF;DSI | 23 | Replace | Raise portfolio ESG score | null | 60.7 | 91.6 | VendorB | 72 | 98 | SuggestedEdits | Exception documented and approved |
SI000964 | 2025-03-27 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 69 | 2 | 175.1 | Comm:21.6;Energy:21.8;Consumer:7.5;Industrials:14.0;Tech:10.5;Financials:18.5;Health:6.1 | null | 0 | null | CarbonCap | Carbon>100.0 | GRNB;XESG;ESGD | 22 | Replace | Reduce carbon intensity | null | 69.9 | 152.3 | VendorC | 87 | 75 | null | Vendor data cross-checked |
SI000965 | 2025-06-09 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 84.2 | 0 | 295.6 | Financials:12.6;Industrials:16.1;Tech:14.6;Materials:18.4;Consumer:19.9;Health:18.4 | Tobacco:5.0%;PalmOil:5.0% | 0 | null | null | null | null | 15 | Defer | Within mandate; monitor | null | 85.3 | 288.7 | VendorB | 155 | 85 | Approved | Exception documented and approved |
SI000966 | 2024-08-04 | UK | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 75.9 | 5 | 256.5 | Materials:30.4;Tech:9.3;Consumer:29.3;Health:15.8;Financials:15.2 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | USXF | 29 | Replace | Reduce carbon intensity | null | 76.8 | 216.9 | Internal | 78 | 82 | null | Vendor data cross-checked |
SI000967 | 2024-08-29 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 70.4 | 1 | 251.5 | Health:12.2;RealEstate:33.6;Materials:13.6;Tech:40.7 | PalmOil:5.0% | 0 | null | null | null | null | 5 | Defer | Within mandate; monitor | null | 71.7 | 251 | VendorA | 77 | 88 | null | Client mandate confirmed at onboarding |
SI000968 | 2025-06-22 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 67.5 | 1 | 310.1 | Energy:20.5;Materials:20.8;Consumer:18.9;Comm:25.3;Industrials:6.2;RealEstate:8.3 | null | 0 | null | CarbonCap | Carbon>100.0 | ESGD | 13 | Engage | Reduce carbon intensity | Send engagement letter;Quarterly check-ins;Escalate to vote;File shareholder proposal | 70 | 269.4 | VendorA | 241 | 73 | Approved | Policy reviewed by compliance |
SI000969 | 2025-09-21 | SG | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 84.8 | 2 | 118.3 | Energy:27.7;Materials:29.2;Financials:10.6;Health:11.2;RealEstate:21.3 | null | 2 | META;BA | null | null | null | 6 | Defer | Within mandate; monitor | null | 84.9 | 117.1 | Internal | 174 | 70 | Approved | Policy reviewed by compliance |
SI000970 | 2025-10-28 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 79.7 | 4 | 299.8 | Consumer:9.9;Financials:25.9;Tech:26.2;Industrials:38.0 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | USXF | 28 | Underweight | Reduce carbon intensity | null | 83.1 | 249.9 | Internal | 187 | 85 | SuggestedEdits | Vendor data cross-checked |
SI000971 | 2025-07-01 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 81.6 | 1 | 220.5 | Comm:12.0;Industrials:13.5;Utilities:9.5;Consumer:10.6;Tech:19.5;Health:16.7;Financials:18.2 | PalmOil:5.0% | 0 | null | CarbonCap | Carbon>100.0 | GRNB;XESG | 32 | Engage | Reduce carbon intensity | Set KPI targets;Escalate to vote;File shareholder proposal | 84.2 | 207.9 | VendorA | 286 | 89 | null | Vendor data cross-checked |
SI000972 | 2024-08-24 | SG | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 68.5 | 4 | 307.8 | Financials:18.8;Utilities:13.5;Industrials:24.4;Health:43.4 | Tobacco:0.5% | 0 | null | ScreenHits | Controversy>3;Tobacco revenue exposure | ESGE | 25 | Underweight | Screen breach remediation | null | 69 | 279.6 | VendorC | 357 | 97 | SuggestedEdits | Vendor data cross-checked |
SI000973 | 2025-08-15 | UK | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 83.5 | 4 | 253.7 | Industrials:7.3;Utilities:15.0;Energy:16.4;Materials:7.4;RealEstate:17.0;Comm:19.8;Consumer:17.1 | Tobacco:1.0%;PalmOil:10.0% | 0 | null | Controversy | Controversy>3 | ESGU;CRBN;LOWC | 26 | Engage | Manage controversy risk | Quarterly check-ins;Send engagement letter;Escalate to vote | 83.6 | 247.4 | Internal | 361 | 81 | null | Vendor data cross-checked |
SI000974 | 2025-05-28 | AU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 61.8 | 0 | 273 | Utilities:29.1;Consumer:25.0;Materials:9.2;Comm:19.0;Tech:17.8 | null | 0 | null | null | null | null | 8 | Defer | Within mandate; monitor | null | 62 | 260.8 | VendorC | 304 | 73 | null | Vendor data cross-checked |
SI000975 | 2024-11-02 | CA | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 73.5 | 5 | 175.7 | Health:14.2;RealEstate:19.5;Financials:8.1;Tech:24.0;Energy:13.8;Comm:20.4 | null | 0 | null | Controversy | Controversy>3 | ESGU;ESGD;SPYX | 17 | Engage | Manage controversy risk | Set KPI targets;Request disclosure improvement;Quarterly check-ins;Send engagement letter | 75.5 | 172.3 | Internal | 132 | 90 | null | Policy reviewed by compliance |
SI000976 | 2025-11-30 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 51.2 | 2 | 221.7 | RealEstate:15.8;Energy:16.6;Comm:6.9;Materials:15.0;Tech:11.9;Financials:18.2;Industrials:15.6 | null | 0 | null | CarbonCap | Carbon>150.0 | DSI;XESG | 17 | Replace | Reduce carbon intensity | null | 54.7 | 189.5 | Internal | 185 | 94 | null | Client mandate confirmed at onboarding |
SI000977 | 2025-04-28 | UK | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 68.5 | 0 | 281.5 | Consumer:7.4;Industrials:10.6;Utilities:22.2;Financials:32.6;Energy:10.6;Health:16.6 | Weapons:1.0%;PalmOil:2.5% | 0 | null | ScreenHits | Weapons revenue exposure | XESG;SUSA | 8 | Replace | Screen breach remediation | null | 70.4 | 253.6 | VendorC | 96 | 70 | SuggestedEdits | Policy reviewed by compliance |
SI000978 | 2024-12-17 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 56.5 | 3 | 162.9 | Tech:8.9;Financials:16.0;Consumer:30.7;Energy:10.9;Comm:21.2;Industrials:12.4 | null | 1 | AAPL | CarbonCap | Carbon>150.0 | XESG;SPYX;ESGD | 33 | Underweight | Reduce carbon intensity | null | 59 | 148.3 | VendorC | 180 | 80 | Approved | Vendor data cross-checked |
SI000979 | 2024-09-29 | SG | ESGScore>=65;NoTobacco;NoPalmOil | 68.1 | 3 | 108.2 | RealEstate:12.6;Tech:9.2;Financials:17.1;Energy:13.1;Consumer:16.9;Health:14.7;Utilities:16.4 | Weapons:15.0%;PalmOil:0.5% | 0 | null | null | null | null | 3 | Defer | Within mandate; monitor | null | 68.8 | 107.2 | VendorB | 70 | 70 | null | Policy reviewed by compliance |
SI000980 | 2025-01-07 | SG | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 76.9 | 0 | 202 | Materials:5.7;Utilities:14.4;RealEstate:9.2;Financials:16.4;Tech:15.1;Industrials:18.5;Comm:20.8 | Weapons:2.5% | 0 | null | CarbonCap | Carbon>100.0 | ESGD;GRNB | 12 | Replace | Reduce carbon intensity | null | 80.4 | 173.4 | Internal | 333 | 90 | Approved | Policy reviewed by compliance |
SI000981 | 2024-12-11 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 81.5 | 4 | 308.6 | Tech:17.0;Utilities:12.7;Industrials:18.5;RealEstate:19.1;Consumer:17.7;Energy:15.0 | Weapons:15.0%;PalmOil:15.0% | 2 | BA;META | CarbonCap | Controversy>2;Carbon>100.0 | XESG;ESGD;SUSA | 13 | Replace | Reduce carbon intensity | null | 82.5 | 262.9 | VendorB | 141 | 94 | null | Client mandate confirmed at onboarding |
SI000982 | 2025-11-04 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 52.7 | 0 | 254.1 | Utilities:29.5;Materials:10.9;Industrials:14.5;Comm:13.2;Energy:10.9;RealEstate:20.9 | null | 1 | MSFT | ESGFloor | ESG score below ESGOnly baseline | ESGD;XESG;ESGU | 13 | Underweight | Raise portfolio ESG score | null | 56.1 | 235.2 | VendorC | 83 | 81 | Approved | Vendor data cross-checked |
SI000983 | 2025-07-03 | AU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 76.3 | 2 | 154 | RealEstate:9.9;Financials:7.4;Consumer:10.4;Comm:15.9;Tech:21.6;Utilities:25.4;Energy:9.4 | null | 0 | null | null | null | null | 4 | Defer | Within mandate; monitor | null | 76.2 | 153.6 | VendorC | 300 | 75 | null | Client mandate confirmed at onboarding |
SI000984 | 2024-11-11 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 81.6 | 5 | 259.2 | Health:9.2;Comm:16.0;Industrials:17.0;Consumer:30.3;Energy:20.3;Financials:7.3 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | SPYX;SUSA | 21 | Replace | Reduce carbon intensity | null | 85.1 | 214.5 | VendorC | 74 | 82 | null | Policy reviewed by compliance |
SI000985 | 2025-01-14 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 62.9 | 1 | 65.4 | Comm:5.6;Consumer:9.2;Tech:20.0;RealEstate:12.1;Utilities:15.8;Energy:17.9;Materials:19.3 | null | 0 | null | null | null | null | 9 | Defer | Within mandate; monitor | null | 63.7 | 63.3 | VendorB | 58 | 83 | null | Client mandate confirmed at onboarding |
SI000986 | 2024-11-21 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 76.9 | 0 | 179.8 | Industrials:20.0;Health:19.3;Financials:30.4;Energy:30.3 | Tobacco:1.0%;Weapons:1.0%;PalmOil:2.5% | 2 | XOM;MO | ScreenHits | Carbon>150.0;Weapons revenue exposure | ESGU | 25 | Replace | Screen breach remediation | null | 79.8 | 159.6 | VendorA | 57 | 77 | null | Weekly ESG data refresh applied |
SI000987 | 2024-12-26 | CA | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 72.5 | 5 | 238.7 | Tech:19.5;Financials:24.6;Industrials:45.0;Health:10.8 | ThermalCoal:1.0%;Tobacco:0.5%;PalmOil:2.5% | 4 | SHEL;MO;MSFT;BTI | ScreenHits | Controversy>3;Thermal coal revenue exposure | SPYX | 29 | Replace | Screen breach remediation | null | 74.5 | 209.5 | Internal | 124 | 77 | null | Exception documented and approved |
SI000988 | 2025-02-19 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 62.8 | 5 | 316 | Energy:6.7;Tech:11.2;RealEstate:19.7;Consumer:13.7;Health:23.0;Comm:15.8;Materials:9.9 | null | 1 | BTI | ESGFloor | ESG<65 | XESG;DSI;ESGU | 26 | Replace | Raise portfolio ESG score | null | 63.3 | 285.8 | VendorB | 288 | 83 | SuggestedEdits | Client mandate confirmed at onboarding |
SI000989 | 2025-10-08 | AU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 84.9 | 4 | 296.4 | Energy:15.3;Comm:11.5;Consumer:13.9;Utilities:9.9;Tech:21.2;Financials:19.8;Industrials:8.4 | null | 4 | AAPL;RTX;XOM;PM | CarbonCap | Carbon>150.0 | ESGE;DSI;GRNB | 26 | Engage | Reduce carbon intensity | Quarterly check-ins;File shareholder proposal;Send engagement letter | 86.2 | 254.6 | VendorA | 153 | 79 | SuggestedEdits | Exception documented and approved |
SI000990 | 2024-12-24 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 55.1 | 0 | 269.7 | Consumer:18.8;RealEstate:24.0;Tech:18.2;Financials:12.3;Industrials:19.9;Materials:6.9 | Tobacco:0.5% | 2 | RIO;MO | CarbonCap | Carbon>100.0 | ESGE;DSI | 34 | Replace | Reduce carbon intensity | null | 58.3 | 247.1 | VendorA | 310 | 74 | null | Exception documented and approved |
SI000991 | 2025-12-24 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 69.4 | 1 | 128.3 | Consumer:8.5;RealEstate:11.2;Financials:15.1;Utilities:23.4;Materials:19.6;Health:13.7;Energy:8.5 | Tobacco:5.0%;PalmOil:0.5% | 0 | null | CarbonCap | Carbon>100.0 | SPYX | 33 | Engage | Reduce carbon intensity | Set KPI targets;Escalate to vote | 71.3 | 119 | Internal | 295 | 70 | null | Client mandate confirmed at onboarding |
SI000992 | 2025-12-07 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 57.4 | 1 | 271.5 | Health:21.2;Materials:24.5;Tech:36.8;Energy:8.3;Utilities:9.2 | null | 0 | null | null | null | null | 8 | Defer | Within mandate; monitor | null | 58.5 | 260.6 | VendorA | 233 | 77 | null | Vendor data cross-checked |
SI000993 | 2025-06-03 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 82.3 | 2 | 235.8 | Consumer:19.1;Utilities:26.6;Financials:41.8;Tech:12.5 | null | 5 | MO;TSLA;NEM;RIO;LMT | CarbonCap | Carbon>100.0 | ESGD;GRNB | 18 | Replace | Reduce carbon intensity | null | 86 | 224.6 | Internal | 214 | 92 | Approved | Client mandate confirmed at onboarding |
SI000994 | 2024-07-25 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 48.2 | 1 | 84.4 | Tech:10.0;Energy:18.2;Health:21.1;Financials:38.7;Consumer:11.9 | PalmOil:0.5% | 4 | LMT;SHEL;META;ADM | null | null | null | 5 | Defer | Within mandate; monitor | null | 48.5 | 83.7 | VendorB | 165 | 77 | null | Vendor data cross-checked |
SI000995 | 2025-02-28 | US | ESGScore>=65;NoTobacco;NoPalmOil | 45.2 | 1 | 282.5 | Comm:21.3;Industrials:15.0;Materials:15.0;Health:10.9;Tech:19.6;Financials:10.9;Consumer:7.2 | null | 0 | null | ESGFloor | ESG<65 | USXF;LOWC | 29 | Replace | Raise portfolio ESG score | null | 46 | 269.8 | VendorC | 218 | 88 | Rejected | Vendor data cross-checked |
SI000996 | 2025-04-08 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 46.6 | 5 | 198.9 | Energy:15.2;RealEstate:11.9;Financials:18.3;Comm:19.2;Health:35.4 | ThermalCoal:0.5%;Weapons:2.5% | 0 | null | ScreenHits | Carbon>150.0;Thermal coal revenue exposure;Weapons revenue exposure | ESGU;SPYX;XESG | 10 | Underweight | Screen breach remediation | null | 48 | 187.1 | VendorA | 235 | 98 | null | Exception documented and approved |
SI000997 | 2025-12-01 | UK | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 63.9 | 4 | 267 | Health:21.6;Consumer:21.6;Energy:27.0;RealEstate:19.3;Industrials:10.4 | null | 2 | LMT;RTX | Controversy | Controversy>3 | SPYX;XESG;LOWC | 32 | Divest | Manage controversy risk | null | 67.5 | 255.7 | Internal | 108 | 99 | Approved | Vendor data cross-checked |
SI000998 | 2024-07-18 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 75.5 | 2 | 113.7 | RealEstate:12.0;Energy:28.5;Health:40.8;Comm:18.8 | Weapons:0.5% | 0 | null | ScreenHits | Weapons revenue exposure | SPYX;XESG;ESGU | 28 | Replace | Screen breach remediation | null | 78.7 | 107.1 | VendorB | 58 | 94 | null | Policy reviewed by compliance |
SI000999 | 2025-03-13 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 73 | 5 | 274.1 | Materials:18.9;Energy:17.8;Comm:12.6;Financials:17.5;Health:16.0;Utilities:17.2 | null | 0 | null | Controversy | Controversy>3 | SUSA | 40 | Engage | Manage controversy risk | Escalate to vote;Quarterly check-ins | 76.6 | 264 | Internal | 142 | 92 | SuggestedEdits | Vendor data cross-checked |
SI001000 | 2025-12-04 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 80.3 | 2 | 115.6 | Consumer:18.1;Comm:29.9;Utilities:30.4;Energy:21.6 | null | 0 | null | null | null | null | 2 | Defer | Within mandate; monitor | null | 80.2 | 117 | VendorB | 160 | 81 | null | Exception documented and approved |
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