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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SI009801 | 2025-11-16 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 62.5 | 5 | 139.7 | Health:13.1;Materials:9.5;RealEstate:15.9;Energy:16.1;Comm:8.9;Tech:14.6;Consumer:21.9 | null | 0 | null | Controversy | Controversy>3 | XESG;USXF;SUSA | 33 | Underweight | Manage controversy risk | null | 62.8 | 134.7 | VendorA | 102 | 82 | SuggestedEdits | Weekly ESG data refresh applied |
SI009802 | 2025-06-12 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 79 | 1 | 251.8 | Tech:24.0;Consumer:29.6;Health:18.3;Materials:28.1 | null | 2 | MSFT;BTI | null | null | null | 15 | Defer | Within mandate; monitor | null | 80.2 | 239.2 | Internal | 60 | 95 | null | Weekly ESG data refresh applied |
SI009803 | 2025-03-20 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 78 | 2 | 294.9 | Consumer:21.2;Comm:10.6;RealEstate:18.9;Tech:26.4;Industrials:22.9 | ThermalCoal:5.0% | 1 | BA | CarbonCap | Carbon>100.0 | ESGD | 16 | Replace | Reduce carbon intensity | null | 78.8 | 257.5 | Internal | 47 | 91 | Approved | Exception documented and approved |
SI009804 | 2025-10-15 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 70.5 | 3 | 224.6 | Industrials:36.9;Energy:11.2;RealEstate:31.8;Materials:20.1 | null | 0 | null | CarbonCap | Carbon>150.0 | ESGU;ESGE;GRNB | 18 | Replace | Reduce carbon intensity | null | 70.8 | 201 | VendorA | 139 | 92 | Rejected | Policy reviewed by compliance |
SI009805 | 2024-12-30 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 81.1 | 1 | 107 | Utilities:15.4;Energy:18.1;RealEstate:11.4;Financials:21.0;Industrials:11.4;Materials:22.7 | PalmOil:2.5% | 0 | null | null | null | null | 11 | Defer | Within mandate; monitor | null | 82 | 108.9 | VendorA | 88 | 85 | null | Client mandate confirmed at onboarding |
SI009806 | 2024-11-17 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 62 | 3 | 98.4 | Energy:24.7;Financials:23.6;Industrials:10.3;Tech:23.8;Consumer:17.6 | null | 1 | MO | null | null | null | 13 | Defer | Within mandate; monitor | null | 61.8 | 97.5 | VendorA | 217 | 98 | Approved | Client mandate confirmed at onboarding |
SI009807 | 2025-10-08 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 78.7 | 4 | 65.9 | Consumer:13.9;RealEstate:21.7;Utilities:19.7;Financials:11.8;Energy:18.7;Materials:14.3 | ThermalCoal:5.0%;Weapons:5.0% | 0 | null | ScreenHits | Thermal coal revenue exposure;Weapons revenue exposure | ESGD | 10 | Replace | Screen breach remediation | null | 81.2 | 55.6 | VendorB | 306 | 80 | SuggestedEdits | Vendor data cross-checked |
SI009808 | 2025-06-04 | US | ESGScore>=65;NoTobacco;NoPalmOil | 48.9 | 3 | 290.5 | Industrials:20.6;Consumer:22.4;RealEstate:12.9;Health:16.8;Materials:22.4;Comm:4.9 | ThermalCoal:1.0% | 0 | null | ESGFloor | ESG<65 | LOWC;DSI;CRBN | 15 | Engage | Raise portfolio ESG score | Escalate to vote;Quarterly check-ins;File shareholder proposal | 49.1 | 276.1 | VendorB | 335 | 96 | SuggestedEdits | Weekly ESG data refresh applied |
SI009809 | 2025-03-21 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 63.6 | 3 | 288.1 | Materials:9.0;Health:15.1;RealEstate:28.1;Comm:23.7;Financials:24.1 | null | 0 | null | null | null | null | 11 | Defer | Within mandate; monitor | null | 64.2 | 292.8 | VendorC | 112 | 99 | null | Weekly ESG data refresh applied |
SI009810 | 2024-12-04 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 51.1 | 4 | 217.6 | Comm:12.4;RealEstate:36.6;Materials:11.8;Utilities:13.4;Energy:25.7 | Tobacco:1.0% | 3 | AAPL;BTI;PM | ScreenHits | ESG<65;Tobacco revenue exposure | LOWC | 29 | Replace | Screen breach remediation | null | 55 | 193.9 | VendorA | 293 | 94 | Rejected | Policy reviewed by compliance |
SI009811 | 2025-12-21 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 58.9 | 3 | 122.1 | Tech:8.3;Utilities:11.9;Energy:32.4;Industrials:16.9;RealEstate:30.5 | Tobacco:5.0% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | CRBN;LOWC | 24 | Replace | Reduce carbon intensity | null | 59.5 | 113.2 | Internal | 73 | 70 | null | Client mandate confirmed at onboarding |
SI009812 | 2025-07-11 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 61.8 | 0 | 189.5 | Industrials:35.3;Utilities:33.9;Financials:11.3;RealEstate:19.6 | PalmOil:0.5% | 0 | null | null | null | null | 2 | Defer | Within mandate; monitor | null | 61.7 | 189.9 | VendorC | 146 | 95 | null | Client mandate confirmed at onboarding |
SI009813 | 2024-10-25 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 63.2 | 2 | 287.4 | Industrials:19.6;RealEstate:22.2;Tech:23.6;Energy:10.4;Materials:24.3 | null | 0 | null | CarbonCap | Carbon>100.0 | ESGE;LOWC | 8 | Replace | Reduce carbon intensity | null | 65.9 | 262.8 | Internal | 159 | 93 | Rejected | Client mandate confirmed at onboarding |
SI009814 | 2024-09-08 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 47.3 | 3 | 265.3 | RealEstate:14.6;Health:21.5;Energy:35.1;Comm:28.7 | null | 0 | null | CarbonCap | Carbon>150.0 | USXF;DSI | 29 | Replace | Reduce carbon intensity | null | 47.4 | 230.6 | VendorB | 109 | 87 | null | Exception documented and approved |
SI009815 | 2025-12-07 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 55.1 | 4 | 268.4 | Industrials:36.9;Energy:22.7;Financials:27.8;Health:12.7 | Weapons:2.5% | 0 | null | ScreenHits | Carbon>150.0;Weapons revenue exposure | GRNB;DSI | 19 | Replace | Screen breach remediation | null | 57.8 | 240.9 | VendorB | 109 | 76 | SuggestedEdits | Vendor data cross-checked |
SI009816 | 2025-02-13 | AU | ESGScore>=65;NoTobacco;NoPalmOil | 45.5 | 2 | 160 | Materials:26.5;Utilities:11.7;Consumer:25.3;Comm:36.5 | PalmOil:2.5% | 3 | ADM;XOM;PM | ESGFloor | ESG<65 | GRNB;XESG | 33 | Engage | Raise portfolio ESG score | File shareholder proposal;Send engagement letter;Request disclosure improvement | 46.8 | 135.9 | VendorC | 291 | 98 | Approved | Vendor data cross-checked |
SI009817 | 2024-11-15 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 48.2 | 1 | 178.2 | Financials:31.5;Industrials:22.5;Health:17.4;Materials:16.3;Energy:12.3 | null | 2 | BA;LMT | ESGFloor | ESG score below ESGOnly baseline | USXF;ESGU;DSI | 35 | Replace | Raise portfolio ESG score | null | 49.5 | 170.6 | Internal | 346 | 89 | Approved | Weekly ESG data refresh applied |
SI009818 | 2025-09-04 | US | ESGScore>=65;NoTobacco;NoPalmOil | 77.1 | 0 | 60.7 | Industrials:17.2;Utilities:14.4;Comm:22.6;Materials:11.7;Consumer:13.0;RealEstate:21.1 | null | 3 | BN;LMT;MO | null | null | null | 4 | Defer | Within mandate; monitor | null | 78.1 | 61.8 | VendorA | 136 | 72 | null | Weekly ESG data refresh applied |
SI009819 | 2024-11-04 | US | ESGScore>=65;NoTobacco;NoPalmOil | 74.5 | 5 | 226.2 | Financials:15.6;Utilities:27.3;Comm:22.3;Consumer:34.8 | ThermalCoal:1.0% | 0 | null | null | null | null | 13 | Defer | Within mandate; monitor | null | 75.5 | 219.2 | VendorC | 201 | 93 | null | Weekly ESG data refresh applied |
SI009820 | 2024-07-12 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 81.5 | 4 | 149 | Energy:23.5;RealEstate:13.4;Financials:28.9;Industrials:16.1;Materials:18.0 | null | 1 | NEM | Controversy | Controversy>3 | GRNB | 22 | Divest | Manage controversy risk | null | 83.1 | 147.4 | Internal | 168 | 80 | null | Vendor data cross-checked |
SI009821 | 2024-08-05 | UK | ESGScore>=65;NoTobacco;NoPalmOil | 46.8 | 1 | 220.3 | Financials:11.4;RealEstate:13.5;Energy:14.8;Tech:22.1;Comm:9.9;Health:22.6;Materials:5.7 | Weapons:0.5% | 3 | TSLA;RTX;SHEL | ESGFloor | ESG<65 | XESG;ESGU;LOWC | 30 | Replace | Raise portfolio ESG score | null | 47 | 194.7 | VendorC | 93 | 93 | Rejected | Vendor data cross-checked |
SI009822 | 2025-06-05 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 76.2 | 1 | 242.1 | Financials:7.1;Utilities:16.5;Industrials:6.4;Energy:6.8;Health:23.0;Comm:27.7;RealEstate:12.5 | Tobacco:2.5% | 0 | null | CarbonCap | Carbon>100.0 | CRBN;DSI;SUSA | 33 | Replace | Reduce carbon intensity | null | 76.3 | 218.7 | VendorA | 81 | 79 | null | Client mandate confirmed at onboarding |
SI009823 | 2025-01-15 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 80.9 | 1 | 208.8 | Industrials:11.4;Energy:12.0;Health:34.4;Comm:16.4;Tech:25.8 | null | 0 | null | null | null | null | 6 | Defer | Within mandate; monitor | null | 81 | 210.2 | Internal | 54 | 72 | null | Policy reviewed by compliance |
SI009824 | 2025-10-04 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 45.8 | 4 | 124.3 | Industrials:28.1;Comm:20.8;Tech:22.6;Utilities:28.5 | Tobacco:0.5% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | DSI;SUSA;ESGE | 33 | Underweight | Reduce carbon intensity | null | 49 | 111.6 | Internal | 292 | 81 | null | Policy reviewed by compliance |
SI009825 | 2024-12-22 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 63 | 1 | 158.7 | Health:17.6;Industrials:11.4;Energy:11.3;RealEstate:7.6;Consumer:13.4;Comm:8.4;Materials:30.3 | null | 0 | null | CarbonCap | Carbon>100.0 | ESGE;ESGD;LOWC | 25 | Engage | Reduce carbon intensity | Send engagement letter;Quarterly check-ins | 63.4 | 134 | VendorB | 43 | 86 | Rejected | Exception documented and approved |
SI009826 | 2025-02-21 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 46.4 | 0 | 289.3 | Materials:11.6;Comm:21.4;Tech:13.6;Health:19.5;RealEstate:20.1;Energy:13.8 | ThermalCoal:5.0% | 1 | AAPL | ESGFloor | ESG score below ESGOnly baseline | ESGD | 13 | Underweight | Raise portfolio ESG score | null | 49 | 248.5 | VendorB | 261 | 71 | Rejected | Client mandate confirmed at onboarding |
SI009827 | 2024-10-21 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 52.9 | 3 | 200.1 | Financials:13.0;Health:14.6;Tech:19.0;Industrials:11.5;Materials:8.6;Energy:14.3;Consumer:19.0 | Weapons:5.0% | 1 | BN | ScreenHits | Carbon>150.0;Weapons revenue exposure | CRBN;ESGD;ESGU | 39 | Replace | Screen breach remediation | null | 54.9 | 171.4 | Internal | 205 | 70 | Approved | Client mandate confirmed at onboarding |
SI009828 | 2024-11-06 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 79.6 | 3 | 163 | Energy:26.4;Consumer:19.4;RealEstate:29.8;Materials:24.3 | null | 3 | LMT;AAPL;BA | null | null | null | 3 | Defer | Within mandate; monitor | null | 80.6 | 156.7 | VendorA | 338 | 99 | null | Vendor data cross-checked |
SI009829 | 2024-10-03 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 74.2 | 1 | 183.4 | Consumer:29.3;Tech:29.1;Utilities:9.9;Comm:24.6;Energy:7.1 | null | 0 | null | null | null | null | 4 | Defer | Within mandate; monitor | null | 74.7 | 186.3 | VendorB | 71 | 79 | null | Vendor data cross-checked |
SI009830 | 2024-11-13 | SG | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 48 | 2 | 204.4 | Energy:19.7;Materials:35.8;RealEstate:28.4;Utilities:16.2 | null | 0 | null | CarbonCap | Carbon>150.0 | ESGU;SUSA;ESGE | 22 | Replace | Reduce carbon intensity | null | 52 | 172.3 | VendorB | 291 | 94 | null | Client mandate confirmed at onboarding |
SI009831 | 2025-08-02 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 62.2 | 1 | 192.4 | Health:7.6;Energy:15.9;Materials:16.2;Comm:18.2;Utilities:6.6;Industrials:21.8;Financials:13.6 | Tobacco:2.5% | 2 | NEM;SHEL | CarbonCap | Carbon>100.0 | USXF | 26 | Replace | Reduce carbon intensity | null | 66.2 | 174.3 | VendorB | 42 | 73 | Approved | Policy reviewed by compliance |
SI009832 | 2025-02-25 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 75.2 | 1 | 110.2 | Materials:23.5;Energy:16.0;RealEstate:13.8;Tech:14.1;Health:24.7;Financials:7.8 | Tobacco:2.5% | 0 | null | null | null | null | 18 | Defer | Within mandate; monitor | null | 75 | 112.3 | VendorC | 66 | 81 | null | Policy reviewed by compliance |
SI009833 | 2025-11-24 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 70.2 | 0 | 157 | Health:21.2;Financials:16.4;Materials:18.1;Tech:6.8;Energy:14.7;Consumer:22.9 | null | 1 | XOM | CarbonCap | Carbon>100.0 | DSI | 24 | Engage | Reduce carbon intensity | File shareholder proposal;Escalate to vote;Request disclosure improvement | 72.9 | 140.4 | Internal | 211 | 90 | SuggestedEdits | Policy reviewed by compliance |
SI009834 | 2025-11-21 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 75.5 | 5 | 69.2 | Materials:19.9;Financials:20.5;Energy:42.1;RealEstate:17.4 | Tobacco:0.5%;Weapons:1.0% | 1 | BHP | ScreenHits | Controversy>3;Weapons revenue exposure | GRNB;SUSA | 37 | Replace | Screen breach remediation | null | 76.7 | 57.9 | Internal | 96 | 88 | Approved | Policy reviewed by compliance |
SI009835 | 2025-07-17 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 57.4 | 1 | 193.1 | RealEstate:14.1;Tech:13.4;Consumer:7.5;Utilities:18.7;Health:21.1;Industrials:25.2 | null | 1 | NEM | CarbonCap | Carbon>100.0 | DSI | 29 | Replace | Reduce carbon intensity | null | 60 | 167.3 | VendorA | 149 | 81 | null | Weekly ESG data refresh applied |
SI009836 | 2024-07-22 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 62.9 | 1 | 267 | Energy:27.6;Financials:26.6;Comm:15.0;Health:18.5;Utilities:12.2 | null | 0 | null | null | null | null | 12 | Defer | Within mandate; monitor | null | 63.4 | 270.6 | VendorA | 293 | 91 | null | Vendor data cross-checked |
SI009837 | 2025-08-04 | US | ESGScore>=65;NoTobacco;NoPalmOil | 73 | 4 | 189.5 | RealEstate:21.7;Materials:15.1;Tech:18.7;Financials:16.1;Comm:20.2;Health:8.1 | Weapons:0.5% | 1 | BA | null | null | null | 3 | Defer | Within mandate; monitor | null | 73.4 | 190.3 | VendorB | 179 | 78 | null | Exception documented and approved |
SI009838 | 2025-06-22 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 46.1 | 1 | 116.9 | Tech:22.7;Materials:29.0;Health:11.5;Financials:14.1;Industrials:22.6 | Weapons:1.0% | 1 | XOM | ScreenHits | Weapons revenue exposure | SUSA;ESGU | 27 | Replace | Screen breach remediation | null | 49.1 | 102.1 | Internal | 290 | 70 | Approved | Client mandate confirmed at onboarding |
SI009839 | 2024-08-21 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 52.5 | 1 | 63 | Utilities:11.2;Consumer:7.1;RealEstate:7.0;Industrials:15.6;Comm:17.5;Financials:15.3;Materials:26.3 | null | 0 | null | null | null | null | 14 | Defer | Within mandate; monitor | null | 52.5 | 64.2 | Internal | 353 | 95 | null | Weekly ESG data refresh applied |
SI009840 | 2025-09-18 | UK | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 47 | 5 | 247.5 | Tech:24.2;Comm:15.9;Energy:19.1;Industrials:40.8 | null | 3 | BA;BHP;RTX | Controversy | Controversy>3 | LOWC;DSI;CRBN | 39 | Divest | Manage controversy risk | null | 49.8 | 248 | Internal | 202 | 82 | null | Weekly ESG data refresh applied |
SI009841 | 2025-12-13 | CA | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 59.1 | 4 | 318.2 | RealEstate:14.9;Tech:22.4;Materials:30.8;Industrials:20.0;Utilities:12.0 | null | 1 | RIO | Controversy | Controversy>3 | LOWC;SUSA;ESGD | 23 | Divest | Manage controversy risk | null | 61.7 | 323.4 | Internal | 296 | 95 | null | Policy reviewed by compliance |
SI009842 | 2025-09-20 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 60.8 | 4 | 167.8 | Financials:24.6;Utilities:17.0;RealEstate:20.2;Energy:24.3;Health:14.0 | Tobacco:1.0%;PalmOil:2.5% | 1 | ADM | Controversy | Controversy>3 | LOWC;ESGD | 30 | Divest | Manage controversy risk | null | 61.6 | 167 | VendorA | 109 | 88 | SuggestedEdits | Exception documented and approved |
SI009843 | 2025-04-06 | US | ESGScore>=65;NoTobacco;NoPalmOil | 45.8 | 3 | 211.5 | Industrials:22.9;Financials:16.5;Health:19.3;Utilities:41.4 | null | 0 | null | ESGFloor | ESG<65 | GRNB | 20 | Replace | Raise portfolio ESG score | null | 47.9 | 184.6 | VendorA | 132 | 88 | SuggestedEdits | Weekly ESG data refresh applied |
SI009844 | 2025-03-14 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 73 | 2 | 135.2 | Health:21.7;Utilities:23.9;Comm:7.1;Materials:28.4;Industrials:18.9 | null | 0 | null | null | null | null | 13 | Defer | Within mandate; monitor | null | 74.2 | 130 | VendorB | 269 | 78 | null | Weekly ESG data refresh applied |
SI009845 | 2025-04-09 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 75.7 | 2 | 268.7 | Materials:12.4;Health:22.3;Utilities:15.2;Tech:21.0;Financials:18.2;Industrials:10.9 | null | 0 | null | null | null | null | 18 | Defer | Within mandate; monitor | null | 76.3 | 267.9 | VendorC | 68 | 71 | null | Exception documented and approved |
SI009846 | 2025-04-02 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 78.4 | 0 | 235 | Financials:10.2;Consumer:11.2;Comm:13.6;Health:18.6;RealEstate:14.2;Materials:20.9;Energy:11.3 | ThermalCoal:2.5%;Weapons:5.0% | 0 | null | ScreenHits | Thermal coal revenue exposure;Weapons revenue exposure | ESGD;LOWC | 26 | Divest | Screen breach remediation | null | 81.7 | 224.4 | Internal | 145 | 96 | Approved | Vendor data cross-checked |
SI009847 | 2025-04-30 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 62.3 | 2 | 145.4 | RealEstate:27.0;Comm:11.8;Tech:30.3;Energy:31.0 | null | 0 | null | null | null | null | 3 | Defer | Within mandate; monitor | null | 63.3 | 146.8 | Internal | 44 | 82 | null | Exception documented and approved |
SI009848 | 2025-04-30 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 46.6 | 5 | 101.8 | Tech:9.4;RealEstate:33.3;Utilities:37.3;Comm:20.1 | Tobacco:2.5% | 3 | MSFT;ADM;TSLA | Controversy | Controversy>3 | ESGE;LOWC;SPYX | 21 | Divest | Manage controversy risk | null | 46.7 | 101.7 | VendorC | 139 | 92 | Approved | Weekly ESG data refresh applied |
SI009849 | 2025-01-30 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 75.3 | 0 | 78.5 | RealEstate:17.6;Industrials:23.4;Energy:20.1;Health:9.3;Materials:8.2;Tech:21.3 | null | 0 | null | null | null | null | 11 | Defer | Within mandate; monitor | null | 75.2 | 79.4 | VendorA | 334 | 91 | Approved | Policy reviewed by compliance |
SI009850 | 2025-11-23 | CA | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 71.9 | 2 | 203 | Utilities:31.1;Comm:27.6;Health:25.0;Consumer:16.2 | null | 0 | null | null | null | null | 12 | Defer | Within mandate; monitor | null | 71.9 | 193 | VendorC | 46 | 96 | null | Policy reviewed by compliance |
SI009851 | 2024-10-21 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 56.6 | 0 | 228.7 | Financials:16.4;Consumer:13.3;Tech:15.3;Comm:17.1;Health:16.8;Utilities:7.7;Industrials:13.4 | ThermalCoal:1.0% | 0 | null | ScreenHits | Thermal coal revenue exposure | DSI;ESGD | 33 | Replace | Screen breach remediation | null | 59.5 | 214.8 | Internal | 229 | 82 | null | Vendor data cross-checked |
SI009852 | 2024-10-14 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 71.2 | 5 | 167.3 | Industrials:27.9;Financials:25.8;Utilities:25.1;RealEstate:12.4;Tech:8.9 | null | 1 | NEM | CarbonCap | Carbon>150.0 | CRBN | 16 | Replace | Reduce carbon intensity | null | 73.4 | 139.5 | VendorC | 49 | 78 | null | Client mandate confirmed at onboarding |
SI009853 | 2024-07-18 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 73 | 5 | 296.5 | Energy:31.4;Consumer:21.4;Comm:19.4;Industrials:27.8 | ThermalCoal:2.5% | 4 | SHEL;MO;MSFT;BN | Controversy | Controversy>3 | ESGE;SUSA;DSI | 9 | Divest | Manage controversy risk | null | 74.3 | 299.1 | VendorC | 155 | 84 | SuggestedEdits | Weekly ESG data refresh applied |
SI009854 | 2025-09-14 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 47.8 | 5 | 249.6 | Utilities:10.0;Materials:21.1;Tech:9.9;RealEstate:17.2;Health:9.3;Energy:8.6;Financials:24.0 | null | 0 | null | Controversy | ESG score below ESGOnly baseline;Controversy>3 | ESGU;USXF;ESGD | 17 | Underweight | Manage controversy risk | null | 49.4 | 252.6 | VendorA | 303 | 95 | SuggestedEdits | Vendor data cross-checked |
SI009855 | 2025-02-17 | AU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 51.5 | 2 | 242.4 | Utilities:16.4;Financials:25.4;Comm:32.1;Health:15.8;Consumer:10.4 | ThermalCoal:0.5%;Tobacco:5.0% | 5 | BTI;AAPL;BA;BN;META | ScreenHits | Carbon>150.0;Thermal coal revenue exposure | CRBN | 30 | Replace | Screen breach remediation | null | 53.8 | 201.4 | Internal | 31 | 95 | null | Vendor data cross-checked |
SI009856 | 2025-11-13 | UK | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 64.7 | 2 | 218.8 | Tech:15.6;Energy:11.1;Financials:12.7;Materials:27.5;Utilities:23.7;Comm:9.4 | Tobacco:1.0% | 2 | RTX;PM | CarbonCap | Carbon>150.0 | XESG;ESGE | 27 | Replace | Reduce carbon intensity | null | 65.9 | 186.3 | VendorA | 308 | 86 | null | Policy reviewed by compliance |
SI009857 | 2024-12-12 | CA | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 69.1 | 4 | 93.6 | Industrials:12.5;Health:11.5;Tech:13.1;Utilities:24.6;RealEstate:28.0;Consumer:10.2 | null | 0 | null | Controversy | Controversy>3 | SUSA | 25 | Engage | Manage controversy risk | Request disclosure improvement;Escalate to vote | 71.4 | 95 | VendorB | 261 | 72 | null | Exception documented and approved |
SI009858 | 2025-11-26 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 82.1 | 1 | 122.7 | Tech:23.4;Energy:25.1;Utilities:9.5;Comm:22.8;Industrials:19.2 | Tobacco:0.5% | 0 | null | null | null | null | 14 | Defer | Within mandate; monitor | null | 82.5 | 117.6 | Internal | 156 | 80 | null | Policy reviewed by compliance |
SI009859 | 2024-09-02 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 80.9 | 2 | 166.6 | RealEstate:9.8;Energy:38.5;Industrials:28.4;Materials:23.3 | PalmOil:5.0% | 0 | null | CarbonCap | Carbon>100.0 | ESGU;XESG;SUSA | 35 | Underweight | Reduce carbon intensity | null | 82 | 149.9 | VendorC | 167 | 70 | SuggestedEdits | Policy reviewed by compliance |
SI009860 | 2025-01-30 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 45.4 | 5 | 178.5 | Materials:23.1;Consumer:14.7;Industrials:30.0;Comm:32.3 | Tobacco:0.5% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | GRNB | 11 | Replace | Reduce carbon intensity | null | 48.3 | 151 | Internal | 238 | 86 | null | Client mandate confirmed at onboarding |
SI009861 | 2024-08-14 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 48.3 | 4 | 149.8 | Tech:27.5;Energy:15.1;Industrials:35.5;RealEstate:22.0 | Tobacco:2.5%;Weapons:0.5% | 0 | null | ScreenHits | ESG<65;Tobacco revenue exposure | XESG;USXF;ESGU | 25 | Replace | Screen breach remediation | null | 48.6 | 125.1 | VendorA | 108 | 93 | Approved | Weekly ESG data refresh applied |
SI009862 | 2024-10-22 | CA | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 81.5 | 1 | 126 | RealEstate:20.3;Tech:14.3;Consumer:23.3;Industrials:21.4;Energy:20.6 | PalmOil:1.0% | 0 | null | null | null | null | 4 | Defer | Within mandate; monitor | null | 81.9 | 120.1 | VendorA | 156 | 87 | Approved | Client mandate confirmed at onboarding |
SI009863 | 2024-08-30 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 64.8 | 2 | 145.2 | Energy:11.6;RealEstate:9.9;Financials:31.5;Consumer:29.8;Health:17.3 | null | 3 | ADM;MO;TSLA | null | null | null | 7 | Defer | Within mandate; monitor | null | 65.1 | 148.1 | VendorB | 100 | 76 | null | Weekly ESG data refresh applied |
SI009864 | 2025-05-08 | UK | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 63.4 | 1 | 95.8 | Materials:26.2;Comm:20.9;Energy:24.7;Consumer:28.2 | ThermalCoal:1.0% | 0 | null | null | null | null | 16 | Defer | Within mandate; monitor | null | 64.9 | 92.5 | VendorB | 226 | 76 | Approved | Exception documented and approved |
SI009865 | 2025-09-25 | US | ESGScore>=65;NoTobacco;NoPalmOil | 72.9 | 2 | 318.1 | Financials:15.1;RealEstate:23.3;Materials:10.3;Tech:12.0;Industrials:26.9;Consumer:12.4 | null | 3 | MSFT;MO;META | null | null | null | 2 | Defer | Within mandate; monitor | null | 72.7 | 317.1 | VendorB | 331 | 87 | null | Weekly ESG data refresh applied |
SI009866 | 2025-05-24 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 74.5 | 4 | 250.8 | Materials:7.0;RealEstate:24.5;Tech:14.7;Utilities:29.7;Energy:24.1 | null | 2 | META;BA | Controversy | Controversy>3 | SPYX | 7 | Underweight | Manage controversy risk | null | 77.5 | 252.8 | Internal | 122 | 84 | SuggestedEdits | Exception documented and approved |
SI009867 | 2024-09-21 | UK | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 67.9 | 5 | 201.7 | Comm:16.0;Health:25.1;Financials:14.5;Consumer:13.4;RealEstate:17.5;Tech:13.4 | null | 1 | BA | CarbonCap | Controversy>2;Carbon>100.0 | LOWC | 23 | Engage | Reduce carbon intensity | Request disclosure improvement;Quarterly check-ins | 71.3 | 189.7 | Internal | 358 | 85 | SuggestedEdits | Weekly ESG data refresh applied |
SI009868 | 2024-08-31 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 75.2 | 4 | 66 | Industrials:29.4;Materials:26.0;Comm:14.7;Consumer:7.5;Tech:22.4 | null | 3 | LMT;AAPL;MSFT | Controversy | Controversy>3 | DSI | 8 | Divest | Manage controversy risk | null | 76.9 | 63 | Internal | 157 | 98 | null | Vendor data cross-checked |
SI009869 | 2025-04-09 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 81 | 5 | 304 | Comm:27.9;RealEstate:20.6;Materials:12.9;Financials:9.0;Industrials:29.6 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | ESGD | 38 | Replace | Reduce carbon intensity | null | 83.1 | 250.8 | Internal | 138 | 78 | Approved | Exception documented and approved |
SI009870 | 2025-04-08 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 67.2 | 2 | 247.7 | Tech:14.1;Financials:27.4;Utilities:27.3;Materials:18.4;Comm:12.8 | Weapons:0.5%;PalmOil:0.5% | 2 | META;PM | ScreenHits | Weapons revenue exposure | ESGE;ESGD | 22 | Replace | Screen breach remediation | null | 71.2 | 237.6 | Internal | 188 | 75 | null | Client mandate confirmed at onboarding |
SI009871 | 2024-09-10 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 69.9 | 0 | 173.9 | Utilities:14.4;Health:29.8;Materials:30.9;RealEstate:25.0 | ThermalCoal:2.5% | 0 | null | null | null | null | 12 | Defer | Within mandate; monitor | null | 70.6 | 165.2 | VendorA | 285 | 77 | null | Policy reviewed by compliance |
SI009872 | 2025-10-18 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 84.9 | 1 | 82.1 | Materials:15.8;Financials:17.6;Tech:34.8;Industrials:18.5;RealEstate:13.3 | Tobacco:2.5%;Weapons:1.0% | 3 | META;SHEL;MSFT | null | null | null | 6 | Defer | Within mandate; monitor | null | 85.4 | 82.7 | VendorC | 49 | 99 | null | Vendor data cross-checked |
SI009873 | 2025-10-29 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 69.8 | 4 | 218.1 | Health:22.7;Industrials:12.4;Materials:23.4;RealEstate:11.0;Comm:30.5 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | DSI;ESGE;USXF | 23 | Replace | Reduce carbon intensity | null | 71.2 | 209.3 | VendorA | 258 | 85 | null | Client mandate confirmed at onboarding |
SI009874 | 2025-05-30 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 62.2 | 3 | 161.6 | Utilities:23.7;Energy:27.1;Health:12.5;Financials:27.0;Consumer:9.8 | null | 0 | null | CarbonCap | Carbon>150.0 | ESGU;SPYX | 22 | Engage | Reduce carbon intensity | Send engagement letter;Escalate to vote;File shareholder proposal | 65.3 | 146.5 | VendorB | 137 | 88 | null | Weekly ESG data refresh applied |
SI009875 | 2025-08-26 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 74 | 1 | 251.3 | Health:32.7;Materials:26.1;Industrials:8.1;Utilities:33.0 | null | 0 | null | null | null | null | 7 | Defer | Within mandate; monitor | null | 74 | 243.5 | VendorB | 95 | 76 | null | Vendor data cross-checked |
SI009876 | 2025-11-04 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 46.9 | 0 | 60.1 | Industrials:23.8;Comm:17.8;RealEstate:23.3;Utilities:17.4;Health:5.6;Consumer:12.1 | null | 0 | null | null | null | null | 7 | Defer | Within mandate; monitor | null | 47.6 | 58.4 | VendorC | 310 | 99 | null | Exception documented and approved |
SI009877 | 2025-02-21 | US | ESGScore>=65;NoTobacco;NoPalmOil | 48.2 | 4 | 190.8 | Financials:35.7;Health:15.2;RealEstate:13.4;Energy:35.6 | null | 0 | null | ESGFloor | ESG<65 | XESG | 16 | Replace | Raise portfolio ESG score | null | 48.5 | 161.2 | VendorC | 32 | 87 | SuggestedEdits | Vendor data cross-checked |
SI009878 | 2024-10-10 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 82.1 | 0 | 231.6 | Materials:20.3;Financials:12.3;Industrials:24.2;Energy:25.4;Comm:17.8 | Tobacco:1.0% | 0 | null | CarbonCap | Carbon>150.0 | CRBN;GRNB | 19 | Replace | Reduce carbon intensity | null | 83.1 | 192.4 | VendorA | 151 | 82 | null | Vendor data cross-checked |
SI009879 | 2025-03-13 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 57.4 | 5 | 129.6 | Energy:17.7;Tech:26.6;Materials:12.8;RealEstate:8.1;Consumer:10.5;Utilities:24.2 | ThermalCoal:0.5%;PalmOil:0.5% | 0 | null | Controversy | Controversy>3 | LOWC | 32 | Engage | Manage controversy risk | Quarterly check-ins;File shareholder proposal;Send engagement letter;Request disclosure improvement | 58 | 131.4 | VendorB | 185 | 70 | Approved | Exception documented and approved |
SI009880 | 2024-11-02 | US | ESGScore>=65;NoTobacco;NoPalmOil | 49.5 | 2 | 271.7 | Energy:21.1;Tech:28.8;Health:28.3;RealEstate:21.8 | Weapons:0.5% | 0 | null | ESGFloor | ESG<65 | ESGE;GRNB | 27 | Underweight | Raise portfolio ESG score | null | 51.6 | 246.8 | Internal | 334 | 76 | Approved | Exception documented and approved |
SI009881 | 2025-12-21 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 58 | 0 | 136.6 | Financials:20.4;Materials:32.6;Tech:26.0;Health:21.0 | Tobacco:0.5%;Weapons:1.0% | 0 | null | ScreenHits | Weapons revenue exposure | GRNB;ESGE;ESGD | 23 | Underweight | Screen breach remediation | null | 60.3 | 123 | Internal | 208 | 78 | SuggestedEdits | Vendor data cross-checked |
SI009882 | 2024-08-09 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 67.9 | 3 | 120.6 | Comm:9.6;Utilities:19.9;Health:7.5;Energy:13.0;Financials:20.8;Materials:14.4;Consumer:14.8 | null | 0 | null | null | null | null | 14 | Defer | Within mandate; monitor | null | 68.9 | 115.3 | Internal | 65 | 93 | Approved | Weekly ESG data refresh applied |
SI009883 | 2025-04-30 | AU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 83 | 1 | 168.3 | Energy:10.4;Health:14.9;Financials:18.8;Materials:15.3;Comm:14.6;Tech:8.9;RealEstate:17.1 | Tobacco:2.5% | 2 | BTI;MO | null | null | null | 7 | Defer | Within mandate; monitor | null | 84.4 | 160.4 | VendorA | 202 | 84 | Approved | Vendor data cross-checked |
SI009884 | 2025-07-14 | US | ESGScore>=65;NoTobacco;NoPalmOil | 53.9 | 5 | 308.5 | Financials:14.6;Comm:14.9;Health:17.3;Industrials:9.6;Materials:11.6;RealEstate:16.7;Energy:15.3 | null | 2 | NEM;MSFT | ESGFloor | ESG<65 | ESGU | 25 | Replace | Raise portfolio ESG score | null | 57.1 | 262.6 | VendorC | 322 | 95 | Approved | Exception documented and approved |
SI009885 | 2025-02-18 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 45.3 | 5 | 311.9 | Tech:17.7;Materials:14.8;Industrials:15.3;RealEstate:11.9;Energy:18.3;Health:4.6;Comm:17.4 | ThermalCoal:1.0% | 2 | MO;ADM | Controversy | ESG score below ESGOnly baseline;Controversy>3 | DSI;ESGD;GRNB | 24 | Divest | Manage controversy risk | null | 48.8 | 310.5 | VendorC | 115 | 71 | Approved | Weekly ESG data refresh applied |
SI009886 | 2025-11-29 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 72.8 | 1 | 63.7 | Health:12.7;Financials:19.0;Comm:4.6;Energy:21.0;Utilities:11.4;Industrials:16.9;Materials:14.4 | null | 5 | TSLA;BHP;RTX;BN;XOM | null | null | null | 2 | Defer | Within mandate; monitor | null | 72.6 | 64.3 | VendorC | 108 | 77 | Approved | Vendor data cross-checked |
SI009887 | 2025-02-14 | SG | ESGScore>=65;NoTobacco;NoPalmOil | 59.3 | 1 | 318.1 | Consumer:21.3;Energy:24.1;Utilities:20.8;RealEstate:19.2;Tech:8.4;Financials:6.2 | null | 0 | null | ESGFloor | ESG<65 | ESGD;CRBN | 21 | Replace | Raise portfolio ESG score | null | 59.8 | 302.5 | Internal | 42 | 98 | Approved | Policy reviewed by compliance |
SI009888 | 2024-07-09 | US | ESGScore>=65;NoTobacco;NoPalmOil | 48.1 | 1 | 142.1 | Consumer:8.5;Utilities:4.9;Materials:16.0;Financials:21.0;Tech:15.7;Comm:18.2;Industrials:15.7 | Tobacco:5.0%;Weapons:10.0% | 0 | null | ScreenHits | ESG<65;Tobacco revenue exposure | GRNB;ESGD;ESGE | 13 | Divest | Screen breach remediation | null | 49.2 | 119.9 | VendorC | 110 | 79 | Approved | Weekly ESG data refresh applied |
SI009889 | 2024-10-10 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 57.8 | 2 | 290.7 | Comm:12.0;Materials:22.5;Industrials:23.4;RealEstate:14.5;Utilities:17.1;Health:10.5 | PalmOil:0.5% | 2 | META;MO | CarbonCap | Carbon>150.0 | USXF;ESGU;GRNB | 27 | Replace | Reduce carbon intensity | null | 60.1 | 272.3 | VendorA | 201 | 70 | Approved | Vendor data cross-checked |
SI009890 | 2025-01-22 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 60.3 | 5 | 313.3 | RealEstate:12.1;Industrials:11.0;Financials:20.2;Health:31.0;Tech:25.7 | null | 0 | null | Controversy | Controversy>3 | USXF;SUSA;LOWC | 36 | Divest | Manage controversy risk | null | 61.4 | 303.9 | VendorC | 219 | 73 | null | Exception documented and approved |
SI009891 | 2025-04-10 | UK | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 47.8 | 1 | 142.4 | Financials:23.7;Health:33.4;Comm:33.3;Consumer:9.6 | PalmOil:1.0% | 4 | TSLA;BHP;SHEL;BTI | ESGFloor | ESG score below ESGOnly baseline | GRNB;LOWC;ESGD | 24 | Engage | Raise portfolio ESG score | Quarterly check-ins;Request disclosure improvement;Set KPI targets | 48.1 | 116.9 | VendorA | 109 | 72 | null | Weekly ESG data refresh applied |
SI009892 | 2025-09-19 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 82.6 | 4 | 62 | RealEstate:15.2;Consumer:41.3;Financials:13.9;Utilities:29.6 | Tobacco:1.0% | 0 | null | null | null | null | 18 | Defer | Within mandate; monitor | null | 83.2 | 60.3 | VendorB | 101 | 96 | null | Vendor data cross-checked |
SI009893 | 2025-09-04 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 75.3 | 4 | 247.1 | Consumer:13.1;Industrials:8.4;Materials:14.9;Energy:26.0;Health:18.2;RealEstate:12.4;Tech:7.1 | Weapons:0.5% | 3 | AAPL;ADM;META | ScreenHits | Carbon>150.0;Weapons revenue exposure | DSI;ESGE | 17 | Divest | Screen breach remediation | null | 76.7 | 236.1 | VendorA | 136 | 70 | SuggestedEdits | Client mandate confirmed at onboarding |
SI009894 | 2025-05-28 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 65 | 4 | 319.3 | Energy:20.0;Materials:9.4;Comm:24.7;Consumer:7.6;Tech:12.5;Health:25.8 | PalmOil:5.0% | 0 | null | Controversy | Controversy>3 | CRBN;GRNB | 26 | Underweight | Manage controversy risk | null | 67.7 | 317 | VendorB | 258 | 83 | SuggestedEdits | Client mandate confirmed at onboarding |
SI009895 | 2025-01-19 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 52.9 | 5 | 176.4 | Comm:5.9;Materials:23.4;Financials:12.0;Tech:19.1;Energy:18.9;Industrials:20.6 | null | 3 | MO;LMT;META | Controversy | Controversy>3 | XESG;CRBN | 17 | Underweight | Manage controversy risk | null | 56.1 | 175.3 | VendorC | 89 | 71 | Approved | Policy reviewed by compliance |
SI009896 | 2024-09-10 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 74.7 | 1 | 280.9 | Industrials:10.4;Consumer:7.3;Utilities:12.5;Comm:13.7;Energy:20.7;RealEstate:20.7;Financials:14.6 | Weapons:2.5% | 0 | null | ScreenHits | Weapons revenue exposure | ESGU;USXF | 28 | Divest | Screen breach remediation | null | 76.9 | 248.4 | Internal | 278 | 86 | null | Client mandate confirmed at onboarding |
SI009897 | 2025-04-01 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 57.3 | 5 | 266.2 | Tech:15.9;Financials:24.7;Comm:8.8;Utilities:33.2;RealEstate:17.4 | ThermalCoal:0.5% | 0 | null | ScreenHits | Carbon>150.0;Thermal coal revenue exposure | ESGE;ESGU;ESGD | 17 | Replace | Screen breach remediation | null | 60.9 | 232.7 | VendorA | 59 | 94 | null | Exception documented and approved |
SI009898 | 2025-11-24 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 47.7 | 4 | 295.9 | Industrials:21.4;Tech:11.0;Health:23.5;RealEstate:9.2;Energy:17.5;Materials:17.4 | null | 0 | null | Controversy | Controversy>3 | CRBN;LOWC;SPYX | 22 | Engage | Manage controversy risk | Request disclosure improvement;Quarterly check-ins | 50.8 | 288.1 | VendorC | 141 | 93 | null | Policy reviewed by compliance |
SI009899 | 2025-09-22 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 78.1 | 3 | 128.8 | RealEstate:23.8;Materials:14.7;Health:9.9;Tech:21.7;Consumer:30.0 | null | 1 | BA | null | null | null | 13 | Defer | Within mandate; monitor | null | 79.1 | 130.4 | VendorB | 347 | 82 | Approved | Vendor data cross-checked |
SI009900 | 2024-07-25 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 58.3 | 3 | 141.4 | Tech:11.0;RealEstate:12.2;Financials:11.9;Consumer:17.5;Materials:24.8;Comm:22.7 | Tobacco:1.0% | 0 | null | ScreenHits | Tobacco revenue exposure | DSI;ESGU;ESGE | 37 | Replace | Screen breach remediation | null | 59.4 | 129.2 | VendorC | 98 | 70 | Approved | Vendor data cross-checked |
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