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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SI009901 | 2025-02-04 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 59.6 | 4 | 134.4 | Materials:19.6;Tech:26.8;RealEstate:32.5;Health:9.4;Industrials:11.7 | null | 0 | null | ESGFloor | ESG<65 | ESGU | 12 | Replace | Raise portfolio ESG score | null | 62.5 | 127 | VendorA | 36 | 91 | Approved | Client mandate confirmed at onboarding |
SI009902 | 2025-12-21 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 81.1 | 5 | 88.1 | Energy:21.4;Health:14.8;Utilities:21.1;Materials:23.4;Consumer:19.3 | ThermalCoal:1.0% | 2 | RTX;BA | ScreenHits | Controversy>3;Thermal coal revenue exposure | LOWC;XESG | 31 | Replace | Screen breach remediation | null | 83.4 | 83.2 | VendorA | 158 | 75 | null | Vendor data cross-checked |
SI009903 | 2025-09-18 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 66.4 | 4 | 192.2 | Tech:9.0;Comm:18.4;Materials:26.8;Utilities:20.9;Industrials:25.0 | PalmOil:2.5% | 0 | null | CarbonCap | Carbon>150.0 | CRBN | 33 | Replace | Reduce carbon intensity | null | 69.9 | 157.8 | VendorA | 359 | 75 | Rejected | Weekly ESG data refresh applied |
SI009904 | 2024-08-27 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 59.7 | 1 | 221.8 | Comm:22.3;Materials:33.7;Industrials:19.7;Health:24.3 | null | 2 | LMT;BN | CarbonCap | Carbon>100.0 | ESGE;SPYX;GRNB | 31 | Replace | Reduce carbon intensity | null | 61.8 | 202.8 | VendorB | 236 | 89 | null | Client mandate confirmed at onboarding |
SI009905 | 2025-09-28 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 71.7 | 2 | 308.1 | RealEstate:8.9;Financials:23.5;Industrials:20.3;Energy:22.9;Comm:24.5 | PalmOil:2.5% | 0 | null | null | null | null | 17 | Defer | Within mandate; monitor | null | 73 | 293.9 | VendorC | 191 | 75 | Approved | Exception documented and approved |
SI009906 | 2024-07-24 | AU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 74.2 | 0 | 83.9 | Health:20.2;Consumer:10.2;Utilities:16.7;RealEstate:11.0;Comm:28.8;Tech:13.1 | null | 0 | null | null | null | null | 2 | Defer | Within mandate; monitor | null | 74 | 82.6 | VendorA | 286 | 81 | null | Exception documented and approved |
SI009907 | 2025-12-11 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 49.2 | 3 | 290.9 | Financials:18.6;RealEstate:15.5;Industrials:15.9;Comm:18.4;Energy:15.1;Utilities:16.5 | Weapons:10.0% | 0 | null | ESGFloor | ESG<65 | ESGE;DSI;SPYX | 18 | Replace | Raise portfolio ESG score | null | 52.3 | 278.8 | VendorA | 199 | 76 | Rejected | Client mandate confirmed at onboarding |
SI009908 | 2024-09-26 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 55.5 | 2 | 66.3 | Materials:25.4;Comm:13.5;RealEstate:8.4;Financials:24.7;Utilities:27.9 | null | 2 | RTX;SHEL | null | null | null | 16 | Defer | Within mandate; monitor | null | 56.5 | 66.8 | VendorA | 233 | 97 | Approved | Client mandate confirmed at onboarding |
SI009909 | 2024-07-16 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 83 | 0 | 124.5 | RealEstate:23.1;Materials:12.9;Comm:11.9;Consumer:14.5;Financials:13.6;Tech:14.8;Energy:9.3 | PalmOil:0.5% | 2 | BN;RTX | CarbonCap | Carbon>100.0 | ESGD;XESG;LOWC | 26 | Engage | Reduce carbon intensity | Set KPI targets;Request disclosure improvement | 84.6 | 108.2 | VendorA | 283 | 83 | null | Policy reviewed by compliance |
SI009910 | 2025-05-11 | US | ESGScore>=65;NoTobacco;NoPalmOil | 72.5 | 5 | 200.6 | Utilities:8.9;Comm:39.9;Materials:14.4;Energy:36.8 | null | 3 | MSFT;BTI;RTX | null | null | null | 16 | Defer | Within mandate; monitor | null | 72.5 | 196 | VendorB | 159 | 92 | null | Vendor data cross-checked |
SI009911 | 2024-07-27 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 82.8 | 2 | 251.4 | Industrials:7.9;Utilities:21.9;Tech:6.9;Health:13.9;Financials:23.2;RealEstate:5.6;Materials:20.7 | null | 0 | null | CarbonCap | Carbon>150.0 | XESG | 21 | Underweight | Reduce carbon intensity | null | 85.6 | 230.9 | Internal | 252 | 73 | null | Vendor data cross-checked |
SI009912 | 2025-08-12 | UK | ESGScore>=65;NoTobacco;NoPalmOil | 82.7 | 5 | 287.2 | Comm:13.8;Materials:20.8;Financials:12.0;Energy:5.1;RealEstate:12.5;Tech:16.6;Consumer:19.2 | Tobacco:1.0% | 0 | null | ScreenHits | Tobacco revenue exposure | ESGE | 27 | Divest | Screen breach remediation | null | 83.7 | 259.9 | Internal | 271 | 73 | SuggestedEdits | Exception documented and approved |
SI009913 | 2024-08-19 | CA | ESGScore>=65;NoTobacco;NoPalmOil | 59.7 | 5 | 94.4 | Energy:21.2;Utilities:34.9;Consumer:19.8;Financials:24.1 | Weapons:15.0% | 2 | BA;ADM | ESGFloor | ESG<65 | ESGD;SPYX | 22 | Replace | Raise portfolio ESG score | null | 61.5 | 82.8 | VendorB | 44 | 94 | Approved | Weekly ESG data refresh applied |
SI009914 | 2024-10-20 | UK | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 66.3 | 1 | 248 | Utilities:16.9;Consumer:21.4;Materials:6.4;Tech:21.6;Health:6.6;Industrials:16.4;Financials:10.7 | Tobacco:0.5% | 0 | null | ScreenHits | Tobacco revenue exposure | SPYX;GRNB;XESG | 26 | Divest | Screen breach remediation | null | 69.9 | 216.5 | VendorA | 213 | 97 | null | Vendor data cross-checked |
SI009915 | 2025-02-27 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 82.9 | 1 | 61 | RealEstate:13.2;Industrials:22.6;Comm:15.9;Materials:23.2;Consumer:17.3;Energy:7.9 | PalmOil:0.5% | 2 | META;LMT | null | null | null | 14 | Defer | Within mandate; monitor | null | 83.6 | 58.9 | VendorA | 88 | 72 | Approved | Policy reviewed by compliance |
SI009916 | 2025-10-17 | UK | ESGScore>=65;NoTobacco;NoPalmOil | 79.4 | 1 | 318.7 | Health:21.8;RealEstate:15.3;Tech:14.9;Utilities:19.6;Consumer:28.4 | null | 0 | null | null | null | null | 16 | Defer | Within mandate; monitor | null | 80.3 | 318.5 | VendorA | 83 | 89 | Approved | Policy reviewed by compliance |
SI009917 | 2025-05-01 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 63.7 | 5 | 92.4 | Tech:21.7;Industrials:22.9;Financials:13.1;Energy:19.5;Consumer:10.3;Utilities:5.8;RealEstate:6.7 | null | 0 | null | null | null | null | 4 | Defer | Within mandate; monitor | null | 65 | 88.6 | VendorA | 146 | 82 | null | Weekly ESG data refresh applied |
SI009918 | 2024-11-07 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 52.3 | 3 | 217.8 | Consumer:8.0;Materials:14.3;Financials:28.8;Energy:17.8;Tech:15.5;RealEstate:15.5 | null | 0 | null | CarbonCap | Carbon>150.0 | SPYX;ESGD;LOWC | 17 | Underweight | Reduce carbon intensity | null | 53.6 | 195.2 | Internal | 35 | 88 | Approved | Vendor data cross-checked |
SI009919 | 2024-12-01 | AU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 63.2 | 1 | 305.1 | Utilities:17.7;Materials:9.2;Consumer:9.9;Health:20.9;Financials:21.4;Industrials:5.4;Comm:15.5 | null | 0 | null | CarbonCap | Carbon>150.0 | DSI | 25 | Underweight | Reduce carbon intensity | null | 65.4 | 257.4 | VendorB | 127 | 70 | null | Vendor data cross-checked |
SI009920 | 2025-07-21 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 58.2 | 3 | 180.9 | Industrials:8.7;Tech:14.4;RealEstate:9.3;Energy:18.5;Financials:16.2;Comm:16.9;Health:16.0 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | ESGE;SPYX;CRBN | 23 | Engage | Reduce carbon intensity | Set KPI targets;Send engagement letter | 58.9 | 150 | VendorA | 272 | 75 | SuggestedEdits | Weekly ESG data refresh applied |
SI009921 | 2025-11-18 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 49.3 | 1 | 227.7 | Materials:24.2;Utilities:29.6;Comm:26.7;Financials:19.5 | null | 1 | BTI | null | null | null | 10 | Defer | Within mandate; monitor | null | 48.9 | 225.2 | Internal | 40 | 83 | null | Client mandate confirmed at onboarding |
SI009922 | 2025-07-07 | US | ESGScore>=65;NoTobacco;NoPalmOil | 58.1 | 3 | 106.6 | Tech:17.5;Utilities:24.1;Energy:10.1;Health:20.9;Comm:8.2;Consumer:19.1 | PalmOil:10.0% | 1 | PM | ESGFloor | ESG<65 | XESG | 29 | Replace | Raise portfolio ESG score | null | 59 | 91.6 | Internal | 348 | 92 | Approved | Vendor data cross-checked |
SI009923 | 2025-03-31 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 83.4 | 0 | 117.6 | Energy:28.0;Utilities:27.0;Industrials:17.4;Health:27.7 | null | 0 | null | null | null | null | 3 | Defer | Within mandate; monitor | null | 84.1 | 119.2 | VendorC | 116 | 71 | Approved | Exception documented and approved |
SI009924 | 2024-08-09 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 50.6 | 2 | 149.9 | Industrials:24.7;RealEstate:8.3;Utilities:26.7;Consumer:22.3;Comm:10.8;Health:7.2 | PalmOil:2.5% | 0 | null | null | null | null | 5 | Defer | Within mandate; monitor | null | 51 | 150 | VendorB | 219 | 77 | null | Exception documented and approved |
SI009925 | 2025-05-17 | US | ESGScore>=65;NoTobacco;NoPalmOil | 67.4 | 1 | 148.9 | RealEstate:15.1;Financials:22.5;Utilities:7.7;Health:5.7;Comm:17.5;Consumer:15.2;Industrials:16.3 | ThermalCoal:1.0%;Tobacco:1.0% | 0 | null | ScreenHits | Tobacco revenue exposure | GRNB | 19 | Replace | Screen breach remediation | null | 71.2 | 127.1 | VendorA | 47 | 91 | SuggestedEdits | Exception documented and approved |
SI009926 | 2025-01-18 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 80.1 | 1 | 144.8 | Utilities:9.5;Health:17.9;Tech:13.1;Financials:12.0;Consumer:14.9;Comm:18.9;Energy:13.7 | null | 0 | null | null | null | null | 18 | Defer | Within mandate; monitor | null | 80.1 | 145.6 | VendorA | 162 | 97 | null | Vendor data cross-checked |
SI009927 | 2025-08-19 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 81.9 | 5 | 287.3 | Financials:27.0;Consumer:23.6;Energy:10.6;Health:23.3;Tech:15.6 | null | 0 | null | CarbonCap | Carbon>150.0 | LOWC;SPYX | 17 | Underweight | Reduce carbon intensity | null | 82.7 | 257.4 | VendorA | 211 | 83 | Approved | Exception documented and approved |
SI009928 | 2025-06-23 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 79.3 | 4 | 267.5 | Financials:20.3;Energy:10.1;Materials:22.6;Utilities:15.9;RealEstate:23.7;Industrials:7.5 | null | 0 | null | CarbonCap | Carbon>150.0 | SUSA;XESG;LOWC | 30 | Engage | Reduce carbon intensity | Quarterly check-ins;Escalate to vote;Send engagement letter | 83.1 | 232.5 | Internal | 119 | 94 | Approved | Weekly ESG data refresh applied |
SI009929 | 2025-09-16 | UK | ESGScore>=65;NoTobacco;NoPalmOil | 77.7 | 5 | 287.5 | Financials:14.5;Tech:12.7;Energy:17.3;Health:20.0;Comm:17.2;RealEstate:18.2 | Weapons:2.5% | 4 | ADM;XOM;NEM;BN | null | null | null | 18 | Defer | Within mandate; monitor | null | 78.9 | 289.2 | VendorC | 247 | 84 | null | Exception documented and approved |
SI009930 | 2025-12-04 | AU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 71.1 | 3 | 187.1 | Tech:21.2;Materials:16.0;Energy:9.4;Consumer:16.7;RealEstate:15.8;Health:20.9 | Tobacco:1.0% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | SPYX;GRNB;ESGE | 28 | Replace | Reduce carbon intensity | null | 74.7 | 154.1 | VendorC | 64 | 97 | null | Client mandate confirmed at onboarding |
SI009931 | 2025-03-24 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 79.3 | 1 | 146.7 | Tech:20.2;Utilities:23.1;Comm:25.4;Health:31.3 | null | 0 | null | null | null | null | 15 | Defer | Within mandate; monitor | null | 79.6 | 149 | Internal | 39 | 72 | null | Policy reviewed by compliance |
SI009932 | 2025-05-20 | CA | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 75.8 | 0 | 232.4 | Comm:9.8;Industrials:20.0;Health:16.5;Consumer:13.3;Tech:11.7;Materials:17.0;Energy:11.7 | ThermalCoal:0.5% | 4 | BTI;BHP;LMT;BA | CarbonCap | Carbon>100.0 | USXF;CRBN | 23 | Replace | Reduce carbon intensity | null | 77.1 | 207.8 | Internal | 101 | 86 | Approved | Exception documented and approved |
SI009933 | 2025-07-31 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 46.7 | 2 | 65.3 | Consumer:20.0;Energy:13.8;RealEstate:18.8;Materials:5.8;Industrials:7.8;Comm:16.8;Utilities:16.9 | null | 0 | null | null | null | null | 18 | Defer | Within mandate; monitor | null | 47.7 | 65.8 | VendorC | 96 | 88 | Approved | Policy reviewed by compliance |
SI009934 | 2025-12-13 | UK | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 75.4 | 0 | 78.4 | Industrials:9.7;Energy:8.3;Health:10.9;RealEstate:17.1;Financials:17.5;Consumer:18.4;Tech:18.1 | Tobacco:0.5% | 1 | BHP | null | null | null | 13 | Defer | Within mandate; monitor | null | 75.3 | 79.6 | VendorC | 52 | 93 | null | Weekly ESG data refresh applied |
SI009935 | 2025-08-14 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 78.7 | 3 | 150 | Materials:41.9;Financials:32.0;Energy:14.8;Industrials:11.2 | Tobacco:10.0%;PalmOil:5.0% | 5 | SHEL;RIO;TSLA;BHP;BA | null | null | null | 6 | Defer | Within mandate; monitor | null | 79.9 | 148.2 | Internal | 290 | 94 | null | Vendor data cross-checked |
SI009936 | 2025-11-26 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 78.7 | 4 | 213.5 | Energy:9.6;Tech:12.9;Utilities:12.2;Health:15.3;Materials:16.9;Industrials:13.7;Consumer:19.4 | null | 4 | TSLA;BHP;AAPL;XOM | CarbonCap | Carbon>150.0 | CRBN;GRNB | 17 | Underweight | Reduce carbon intensity | null | 79.7 | 182.7 | Internal | 340 | 97 | Approved | Exception documented and approved |
SI009937 | 2025-12-08 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 63.6 | 2 | 122 | Comm:20.7;Materials:24.6;Industrials:15.1;Health:11.0;Consumer:17.2;Tech:11.4 | Tobacco:1.0%;PalmOil:0.5% | 1 | MSFT | null | null | null | 4 | Defer | Within mandate; monitor | null | 64.5 | 123.3 | Internal | 87 | 84 | null | Client mandate confirmed at onboarding |
SI009938 | 2024-09-14 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 80.8 | 5 | 193.9 | Energy:22.6;Utilities:7.0;Health:11.4;Industrials:24.4;Consumer:21.2;Financials:6.4;Materials:7.0 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | CRBN;LOWC | 22 | Engage | Reduce carbon intensity | Escalate to vote;Set KPI targets;Quarterly check-ins | 82.8 | 185.3 | VendorB | 152 | 79 | SuggestedEdits | Weekly ESG data refresh applied |
SI009939 | 2024-12-28 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 65.4 | 4 | 302.4 | Energy:19.1;Utilities:11.2;Comm:19.8;Industrials:5.5;Health:19.7;Consumer:10.9;RealEstate:13.7 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | LOWC;CRBN | 14 | Underweight | Reduce carbon intensity | null | 66.6 | 266.3 | VendorA | 30 | 94 | Approved | Vendor data cross-checked |
SI009940 | 2025-10-03 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 62.6 | 3 | 67.6 | Financials:13.8;Materials:10.2;Energy:23.8;Tech:13.0;Comm:6.1;RealEstate:21.2;Health:11.9 | Tobacco:2.5% | 5 | RTX;BTI;LMT;ADM;AAPL | ScreenHits | Tobacco revenue exposure | ESGE;GRNB | 19 | Replace | Screen breach remediation | null | 64.2 | 64.6 | VendorC | 228 | 84 | null | Weekly ESG data refresh applied |
SI009941 | 2025-06-09 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 74 | 5 | 298.5 | Materials:19.3;Energy:20.3;Utilities:18.1;Industrials:14.9;RealEstate:21.3;Tech:6.1 | PalmOil:2.5% | 5 | ADM;RIO;TSLA;META;LMT | Controversy | Controversy>3 | GRNB;ESGE;XESG | 32 | Underweight | Manage controversy risk | null | 76.6 | 292.5 | VendorB | 254 | 76 | Approved | Policy reviewed by compliance |
SI009942 | 2025-11-25 | SG | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 66.5 | 0 | 163.1 | Financials:16.3;Utilities:22.1;Tech:10.7;Health:13.6;Energy:22.9;Materials:14.4 | Weapons:2.5% | 0 | null | ScreenHits | Weapons revenue exposure | XESG;SPYX;USXF | 29 | Divest | Screen breach remediation | null | 68.3 | 149.8 | VendorA | 88 | 81 | null | Weekly ESG data refresh applied |
SI009943 | 2024-09-06 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 75.7 | 0 | 244.8 | Utilities:29.6;RealEstate:25.8;Financials:27.2;Materials:17.3 | Tobacco:1.0%;PalmOil:1.0% | 1 | TSLA | null | null | null | 17 | Defer | Within mandate; monitor | null | 76.1 | 242.3 | VendorB | 73 | 75 | null | Policy reviewed by compliance |
SI009944 | 2024-12-09 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 65.1 | 1 | 231.8 | Comm:11.1;Tech:11.2;Consumer:17.1;RealEstate:17.7;Materials:18.5;Health:7.1;Financials:17.3 | null | 2 | PM;MSFT | null | null | null | 7 | Defer | Within mandate; monitor | null | 64.6 | 233.1 | VendorA | 101 | 84 | null | Weekly ESG data refresh applied |
SI009945 | 2025-12-24 | CA | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 71.5 | 3 | 318.2 | Consumer:18.6;Energy:22.4;RealEstate:12.4;Industrials:22.9;Utilities:23.8 | null | 0 | null | null | null | null | 16 | Defer | Within mandate; monitor | null | 72 | 322 | VendorA | 219 | 79 | null | Vendor data cross-checked |
SI009946 | 2025-07-02 | US | ESGScore>=65;NoTobacco;NoPalmOil | 53.7 | 1 | 158.2 | RealEstate:21.0;Industrials:21.4;Comm:20.4;Financials:21.5;Tech:15.7 | null | 0 | null | ESGFloor | ESG<65 | ESGU | 29 | Replace | Raise portfolio ESG score | null | 54.3 | 143.8 | VendorC | 165 | 91 | Approved | Weekly ESG data refresh applied |
SI009947 | 2024-11-16 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 55.8 | 3 | 85.1 | Utilities:13.6;Tech:10.9;RealEstate:14.9;Materials:33.9;Industrials:26.7 | Weapons:2.5% | 0 | null | ScreenHits | Weapons revenue exposure | XESG | 42 | Replace | Screen breach remediation | null | 58.2 | 75.2 | Internal | 144 | 81 | Approved | Client mandate confirmed at onboarding |
SI009948 | 2025-10-06 | UK | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 62.7 | 0 | 255.4 | Comm:11.9;Financials:12.3;Tech:24.8;Health:11.8;Utilities:14.3;Energy:8.4;Materials:16.6 | null | 0 | null | null | null | null | 7 | Defer | Within mandate; monitor | null | 62.8 | 257.7 | VendorC | 214 | 78 | Approved | Policy reviewed by compliance |
SI009949 | 2024-09-03 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 66.5 | 2 | 151.7 | Health:15.8;Consumer:30.2;RealEstate:25.2;Financials:19.0;Utilities:9.9 | Weapons:1.0%;PalmOil:5.0% | 1 | XOM | ScreenHits | Weapons revenue exposure | LOWC;ESGU | 23 | Divest | Screen breach remediation | null | 68.6 | 127.4 | VendorC | 66 | 74 | null | Policy reviewed by compliance |
SI009950 | 2025-05-13 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 54.7 | 1 | 218.5 | Utilities:13.3;Consumer:10.3;Tech:17.1;Energy:17.9;RealEstate:16.6;Financials:7.4;Industrials:17.3 | Tobacco:2.5%;PalmOil:5.0% | 0 | null | CarbonCap | Carbon>150.0 | DSI;ESGU;CRBN | 21 | Replace | Reduce carbon intensity | null | 57.4 | 205.2 | Internal | 148 | 75 | SuggestedEdits | Weekly ESG data refresh applied |
SI009951 | 2025-10-27 | UK | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 69 | 2 | 196.7 | Tech:13.2;Comm:16.8;Health:27.2;Utilities:17.8;Materials:18.5;Financials:6.5 | null | 0 | null | CarbonCap | Carbon>100.0 | SUSA;ESGE;SPYX | 25 | Engage | Reduce carbon intensity | Escalate to vote;Request disclosure improvement | 70.3 | 170.9 | VendorB | 362 | 78 | null | Exception documented and approved |
SI009952 | 2024-08-20 | SG | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 67.7 | 2 | 293.8 | Industrials:11.1;Comm:35.1;Energy:30.0;Materials:13.8;Utilities:10.0 | ThermalCoal:0.5% | 0 | null | ScreenHits | Carbon>150.0;Thermal coal revenue exposure | XESG;USXF | 21 | Underweight | Screen breach remediation | null | 70.9 | 253.8 | VendorC | 177 | 87 | Approved | Policy reviewed by compliance |
SI009953 | 2025-10-16 | AU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 69.9 | 3 | 313.2 | Energy:20.5;Industrials:29.2;Materials:18.7;RealEstate:18.1;Consumer:13.6 | Weapons:0.5% | 3 | PM;NEM;AAPL | CarbonCap | Controversy>2;Carbon>100.0 | SUSA | 28 | Engage | Reduce carbon intensity | Request disclosure improvement;Set KPI targets;File shareholder proposal;Quarterly check-ins | 72.1 | 281.9 | VendorB | 285 | 74 | null | Policy reviewed by compliance |
SI009954 | 2024-09-26 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 59 | 2 | 258.2 | Tech:16.6;Industrials:6.5;Consumer:23.9;Materials:20.2;Financials:8.6;RealEstate:24.2 | null | 0 | null | null | null | null | 17 | Defer | Within mandate; monitor | null | 59.4 | 261 | VendorC | 122 | 97 | Approved | Exception documented and approved |
SI009955 | 2024-12-07 | SG | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 64 | 5 | 104.3 | Industrials:14.4;Materials:14.1;Consumer:36.2;Financials:9.0;Energy:8.9;Utilities:17.5 | null | 0 | null | Controversy | Controversy>3 | SUSA | 26 | Divest | Manage controversy risk | null | 64.8 | 99.9 | Internal | 104 | 88 | Approved | Policy reviewed by compliance |
SI009956 | 2025-05-19 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 61.6 | 1 | 219.4 | Energy:28.0;Health:27.6;Industrials:16.5;Comm:27.9 | null | 4 | XOM;RTX;BN;BHP | CarbonCap | Carbon>150.0 | USXF;GRNB;SPYX | 12 | Underweight | Reduce carbon intensity | null | 64 | 205.1 | VendorB | 304 | 98 | null | Vendor data cross-checked |
SI009957 | 2025-10-11 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 69.2 | 1 | 252.7 | Utilities:19.1;Materials:24.6;Tech:21.1;Energy:11.2;Consumer:11.0;Health:13.0 | Weapons:1.0% | 4 | BHP;BTI;LMT;SHEL | ScreenHits | Weapons revenue exposure | SUSA;ESGE;GRNB | 26 | Replace | Screen breach remediation | null | 72.8 | 238.7 | VendorA | 321 | 89 | null | Exception documented and approved |
SI009958 | 2024-12-31 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 62.1 | 1 | 268.3 | Consumer:18.7;Materials:20.7;Financials:9.7;Tech:18.2;Industrials:26.6;Comm:6.1 | null | 1 | RTX | null | null | null | 15 | Defer | Within mandate; monitor | null | 61.6 | 264.7 | VendorC | 139 | 94 | Approved | Weekly ESG data refresh applied |
SI009959 | 2025-08-27 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 78.4 | 3 | 277.9 | Health:16.3;Comm:24.1;Materials:36.5;Financials:23.1 | null | 4 | AAPL;RIO;NEM;MSFT | null | null | null | 15 | Defer | Within mandate; monitor | null | 78.4 | 282.9 | VendorC | 68 | 78 | null | Client mandate confirmed at onboarding |
SI009960 | 2024-11-24 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 82.8 | 0 | 117.4 | Energy:15.4;RealEstate:24.4;Industrials:10.4;Comm:18.8;Consumer:10.5;Health:20.5 | ThermalCoal:2.5%;Tobacco:1.0% | 0 | null | ScreenHits | Thermal coal revenue exposure | XESG;ESGE;GRNB | 24 | Replace | Screen breach remediation | null | 83.4 | 106.4 | Internal | 351 | 86 | Approved | Weekly ESG data refresh applied |
SI009961 | 2025-04-05 | CA | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 58.1 | 3 | 148.2 | Utilities:14.1;Materials:17.6;Financials:18.4;Consumer:12.9;Health:21.6;RealEstate:15.4 | PalmOil:0.5% | 0 | null | null | null | null | 15 | Defer | Within mandate; monitor | null | 58.3 | 142.6 | VendorC | 220 | 74 | null | Client mandate confirmed at onboarding |
SI009962 | 2025-07-03 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 48.1 | 1 | 113.5 | Comm:16.2;Consumer:12.1;Health:18.0;Industrials:18.8;Materials:17.5;RealEstate:7.7;Utilities:9.5 | null | 3 | BHP;MO;ADM | null | null | null | 10 | Defer | Within mandate; monitor | null | 49.6 | 113.9 | Internal | 271 | 93 | null | Weekly ESG data refresh applied |
SI009963 | 2024-09-22 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 75.5 | 2 | 263.4 | Financials:27.8;Materials:33.6;Comm:17.7;Consumer:20.9 | null | 1 | AAPL | null | null | null | 3 | Defer | Within mandate; monitor | null | 76.2 | 254.9 | Internal | 64 | 89 | null | Policy reviewed by compliance |
SI009964 | 2024-08-23 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 77.4 | 1 | 257.7 | RealEstate:5.5;Utilities:16.2;Comm:19.3;Tech:8.7;Energy:17.9;Materials:14.2;Industrials:18.1 | null | 1 | NEM | null | null | null | 11 | Defer | Within mandate; monitor | null | 77.3 | 256.6 | VendorC | 104 | 71 | null | Policy reviewed by compliance |
SI009965 | 2025-06-08 | SG | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 84.4 | 4 | 279.6 | Comm:18.8;Energy:20.5;Financials:24.9;Tech:25.8;Consumer:10.0 | null | 1 | ADM | Controversy | Controversy>3 | ESGD | 27 | Underweight | Manage controversy risk | null | 88.2 | 281.7 | Internal | 113 | 82 | null | Policy reviewed by compliance |
SI009966 | 2024-08-12 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 79.6 | 2 | 75.7 | Consumer:9.4;Comm:32.0;Materials:28.1;Financials:30.5 | ThermalCoal:10.0% | 1 | ADM | ScreenHits | Thermal coal revenue exposure | CRBN;USXF;ESGE | 24 | Underweight | Screen breach remediation | null | 79.9 | 63.6 | VendorB | 300 | 73 | null | Exception documented and approved |
SI009967 | 2025-03-17 | CA | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 83.2 | 3 | 285.3 | Financials:25.4;RealEstate:13.4;Industrials:25.0;Consumer:24.2;Health:11.9 | Weapons:10.0%;PalmOil:10.0% | 0 | null | ScreenHits | Weapons revenue exposure | USXF | 15 | Replace | Screen breach remediation | null | 84.3 | 240 | VendorC | 100 | 77 | Approved | Vendor data cross-checked |
SI009968 | 2025-06-26 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 77.4 | 5 | 112.5 | Materials:10.3;Energy:11.0;RealEstate:9.6;Industrials:14.5;Utilities:15.2;Consumer:19.4;Comm:20.0 | Tobacco:2.5% | 2 | RIO;SHEL | CarbonCap | Controversy>2;Carbon>100.0 | SUSA;GRNB | 30 | Engage | Reduce carbon intensity | Set KPI targets;Escalate to vote | 77.7 | 100 | VendorC | 291 | 72 | null | Weekly ESG data refresh applied |
SI009969 | 2025-07-27 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 55.5 | 5 | 223 | Comm:11.2;Materials:14.6;Utilities:14.1;Energy:30.7;Health:29.3 | Weapons:5.0% | 0 | null | ScreenHits | Controversy>3;Weapons revenue exposure | DSI;ESGE | 28 | Divest | Screen breach remediation | null | 58.9 | 194.2 | VendorA | 120 | 88 | null | Vendor data cross-checked |
SI009970 | 2025-06-13 | US | ESGScore>=65;NoTobacco;NoPalmOil | 76.6 | 3 | 292.4 | Consumer:33.9;Industrials:22.7;Materials:29.6;Tech:13.8 | ThermalCoal:2.5%;Weapons:2.5%;PalmOil:2.5% | 0 | null | null | null | null | 9 | Defer | Within mandate; monitor | null | 77.2 | 292.5 | VendorB | 157 | 95 | null | Policy reviewed by compliance |
SI009971 | 2025-10-27 | US | ESGScore>=65;NoTobacco;NoPalmOil | 81.1 | 4 | 288.8 | Health:23.8;Comm:40.5;RealEstate:18.2;Consumer:17.4 | null | 0 | null | null | null | null | 12 | Defer | Within mandate; monitor | null | 82.2 | 274.9 | Internal | 210 | 93 | null | Weekly ESG data refresh applied |
SI009972 | 2024-09-04 | US | ESGScore>=65;NoTobacco;NoPalmOil | 73 | 0 | 123.3 | Tech:17.4;RealEstate:32.0;Utilities:27.7;Health:15.6;Financials:7.2 | ThermalCoal:2.5% | 0 | null | null | null | null | 10 | Defer | Within mandate; monitor | null | 74.4 | 123.9 | VendorB | 276 | 95 | null | Vendor data cross-checked |
SI009973 | 2024-11-15 | SG | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 50.5 | 0 | 264 | Comm:11.2;Energy:15.0;Industrials:27.2;Health:16.0;Financials:7.1;Tech:8.7;RealEstate:14.7 | null | 4 | MSFT;AAPL;RTX;XOM | CarbonCap | Carbon>100.0 | LOWC;DSI;CRBN | 35 | Underweight | Reduce carbon intensity | null | 51.9 | 227.2 | VendorC | 158 | 93 | null | Exception documented and approved |
SI009974 | 2025-03-19 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 75.4 | 3 | 174.1 | Health:16.5;RealEstate:32.9;Financials:7.8;Comm:14.4;Materials:28.4 | ThermalCoal:1.0%;PalmOil:2.5% | 2 | RTX;BN | null | null | null | 7 | Defer | Within mandate; monitor | null | 76 | 168.9 | VendorA | 198 | 82 | null | Exception documented and approved |
SI009975 | 2024-08-02 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 76 | 5 | 235.1 | Tech:10.1;Materials:7.4;Energy:14.6;Utilities:19.4;Health:19.9;Financials:19.9;RealEstate:8.5 | Tobacco:2.5%;Weapons:0.5%;PalmOil:1.0% | 4 | MSFT;BA;SHEL;XOM | ScreenHits | Carbon>150.0;Weapons revenue exposure | CRBN | 28 | Replace | Screen breach remediation | null | 79.9 | 194.6 | VendorB | 63 | 85 | Approved | Policy reviewed by compliance |
SI009976 | 2024-07-23 | US | ESGScore>=65;NoTobacco;NoPalmOil | 75.7 | 1 | 157.3 | Industrials:7.4;Financials:22.7;Utilities:10.8;Tech:21.9;Consumer:18.7;Health:18.5 | null | 0 | null | null | null | null | 4 | Defer | Within mandate; monitor | null | 76.8 | 159.8 | Internal | 298 | 91 | null | Exception documented and approved |
SI009977 | 2024-07-14 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 64.1 | 0 | 63.9 | Energy:27.6;Materials:22.6;Consumer:22.3;RealEstate:27.5 | null | 1 | PM | null | null | null | 9 | Defer | Within mandate; monitor | null | 65.1 | 62.1 | VendorB | 328 | 90 | null | Vendor data cross-checked |
SI009978 | 2025-06-23 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 58.5 | 4 | 61.5 | Tech:21.2;Comm:7.0;Utilities:19.0;Industrials:18.3;Materials:14.9;RealEstate:19.6 | null | 0 | null | Controversy | Controversy>2 | ESGE;ESGU;SUSA | 33 | Divest | Manage controversy risk | null | 61.1 | 58.9 | VendorC | 250 | 91 | Approved | Client mandate confirmed at onboarding |
SI009979 | 2025-08-09 | SG | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 69.1 | 3 | 171.5 | Materials:17.0;Comm:18.8;Financials:17.3;Tech:7.1;Industrials:20.5;Consumer:5.2;Health:14.1 | Weapons:2.5% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | ESGD | 22 | Underweight | Reduce carbon intensity | null | 71.5 | 151.6 | Internal | 189 | 91 | null | Policy reviewed by compliance |
SI009980 | 2024-09-13 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 51.7 | 3 | 293.2 | Industrials:20.9;Materials:26.2;Comm:38.9;RealEstate:14.0 | ThermalCoal:5.0% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | SUSA;ESGD;SPYX | 18 | Underweight | Reduce carbon intensity | null | 54.7 | 241 | VendorA | 194 | 74 | null | Policy reviewed by compliance |
SI009981 | 2025-10-20 | AU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 58.8 | 3 | 180.8 | RealEstate:14.9;Financials:21.1;Comm:7.6;Consumer:19.4;Health:21.3;Energy:15.6 | ThermalCoal:0.5% | 0 | null | ScreenHits | Carbon>150.0;Thermal coal revenue exposure | DSI;XESG | 21 | Underweight | Screen breach remediation | null | 61.7 | 168.3 | Internal | 81 | 86 | null | Vendor data cross-checked |
SI009982 | 2025-01-18 | SG | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 69.1 | 3 | 291.9 | Consumer:30.8;Financials:7.2;RealEstate:29.4;Industrials:13.7;Tech:18.8 | PalmOil:2.5% | 3 | PM;ADM;BHP | CarbonCap | Controversy>2;Carbon>100.0 | XESG;CRBN | 23 | Replace | Reduce carbon intensity | null | 71.6 | 254.5 | VendorC | 115 | 87 | null | Policy reviewed by compliance |
SI009983 | 2025-02-03 | SG | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 78.8 | 0 | 216.5 | Financials:18.8;Materials:29.6;Health:17.8;Industrials:18.0;Consumer:15.8 | PalmOil:2.5% | 0 | null | null | null | null | 6 | Defer | Within mandate; monitor | null | 79.4 | 209.8 | Internal | 46 | 93 | Approved | Weekly ESG data refresh applied |
SI009984 | 2025-11-10 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 50.4 | 4 | 219.9 | Tech:8.0;Financials:10.9;Health:16.1;Materials:21.3;RealEstate:6.1;Industrials:18.9;Energy:18.7 | Tobacco:2.5% | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | XESG;ESGE;GRNB | 18 | Engage | Reduce carbon intensity | Quarterly check-ins;File shareholder proposal;Escalate to vote;Send engagement letter | 51.7 | 206.4 | VendorA | 172 | 83 | null | Vendor data cross-checked |
SI009985 | 2025-11-07 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 80.7 | 5 | 229.8 | Consumer:6.0;Materials:14.4;Industrials:17.6;RealEstate:20.7;Financials:20.0;Energy:21.2 | null | 1 | RTX | CarbonCap | Carbon>150.0 | XESG | 22 | Underweight | Reduce carbon intensity | null | 84.3 | 211.1 | VendorA | 140 | 96 | Approved | Policy reviewed by compliance |
SI009986 | 2024-08-29 | UK | ESGScore>=65;NoTobacco;NoPalmOil | 65.4 | 3 | 115.1 | Comm:18.3;Tech:24.2;Energy:27.4;Consumer:30.1 | Weapons:1.0%;PalmOil:5.0% | 3 | ADM;PM;BHP | null | null | null | 4 | Defer | Within mandate; monitor | null | 65 | 112.6 | VendorC | 164 | 73 | Approved | Vendor data cross-checked |
SI009987 | 2025-11-02 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 58.2 | 1 | 196.3 | Industrials:20.8;Health:6.2;Financials:10.1;Tech:18.9;Materials:20.7;RealEstate:23.3 | null | 2 | AAPL;BHP | null | null | null | 4 | Defer | Within mandate; monitor | null | 59.2 | 189.5 | VendorB | 174 | 87 | null | Exception documented and approved |
SI009988 | 2025-01-18 | CA | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 52.7 | 4 | 164.1 | Health:17.5;Financials:8.5;RealEstate:13.0;Utilities:30.9;Tech:30.1 | ThermalCoal:5.0%;PalmOil:0.5% | 1 | BHP | Controversy | ESG score below ESGOnly baseline;Controversy>3 | SUSA;USXF;SPYX | 23 | Divest | Manage controversy risk | null | 56.3 | 156.1 | VendorA | 227 | 93 | null | Client mandate confirmed at onboarding |
SI009989 | 2025-02-11 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 55.9 | 0 | 71.4 | Utilities:5.5;Industrials:25.1;RealEstate:25.0;Energy:17.8;Financials:5.3;Materials:16.0;Consumer:5.3 | Weapons:2.5% | 0 | null | ScreenHits | Weapons revenue exposure | DSI | 14 | Underweight | Screen breach remediation | null | 57.6 | 61.4 | VendorC | 290 | 74 | null | Weekly ESG data refresh applied |
SI009990 | 2025-04-09 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 70.5 | 2 | 275.6 | Financials:14.5;Consumer:12.4;Industrials:39.4;Materials:33.7 | Weapons:5.0%;PalmOil:2.5% | 1 | MSFT | CarbonCap | Carbon>100.0 | CRBN;LOWC | 11 | Underweight | Reduce carbon intensity | null | 73 | 259.1 | VendorB | 120 | 79 | Approved | Vendor data cross-checked |
SI009991 | 2025-07-13 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 64.3 | 4 | 215 | Comm:27.9;Tech:37.4;Materials:15.2;Industrials:19.6 | ThermalCoal:0.5%;Weapons:2.5% | 0 | null | ScreenHits | Controversy>3;Weapons revenue exposure | LOWC;DSI | 17 | Replace | Screen breach remediation | null | 66.6 | 198.3 | Internal | 235 | 70 | SuggestedEdits | Vendor data cross-checked |
SI009992 | 2025-06-05 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 82.2 | 2 | 234.4 | Health:30.0;Comm:13.9;Industrials:15.0;Consumer:41.1 | null | 0 | null | null | null | null | 8 | Defer | Within mandate; monitor | null | 82.5 | 232.2 | Internal | 159 | 88 | null | Weekly ESG data refresh applied |
SI009993 | 2025-04-02 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 83.7 | 4 | 103.3 | Comm:17.4;Utilities:14.9;Health:18.2;Energy:15.4;Financials:8.4;RealEstate:7.2;Materials:18.3 | null | 1 | AAPL | null | null | null | 3 | Defer | Within mandate; monitor | null | 84.8 | 98.3 | VendorC | 270 | 96 | null | Exception documented and approved |
SI009994 | 2024-08-27 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 50 | 1 | 192.7 | Consumer:32.4;Industrials:13.4;RealEstate:30.5;Comm:12.4;Energy:11.3 | Tobacco:0.5%;Weapons:0.5%;PalmOil:1.0% | 1 | AAPL | ScreenHits | Carbon>150.0;Weapons revenue exposure | LOWC;ESGD | 16 | Underweight | Screen breach remediation | null | 50.2 | 178.6 | VendorA | 130 | 86 | null | Client mandate confirmed at onboarding |
SI009995 | 2025-10-23 | CA | ESGScore>=65;NoTobacco;NoPalmOil | 78.3 | 3 | 183.2 | Materials:33.6;Tech:9.0;Comm:27.1;RealEstate:30.3 | Tobacco:2.5%;Weapons:1.0% | 0 | null | ScreenHits | Tobacco revenue exposure | USXF | 29 | Divest | Screen breach remediation | null | 82 | 152.7 | VendorC | 40 | 81 | null | Policy reviewed by compliance |
SI009996 | 2025-07-01 | UK | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 74 | 4 | 187.9 | Tech:24.7;Financials:23.2;RealEstate:10.7;Industrials:17.5;Health:24.0 | null | 0 | null | CarbonCap | Carbon>150.0 | SUSA | 16 | Underweight | Reduce carbon intensity | null | 76.3 | 159.5 | VendorC | 183 | 91 | Approved | Policy reviewed by compliance |
SI009997 | 2025-08-12 | US | ESGScore>=65;NoTobacco;NoPalmOil | 84.2 | 1 | 284.3 | Energy:20.3;Consumer:19.4;Materials:20.8;Financials:10.5;Comm:17.8;RealEstate:11.3 | Weapons:0.5%;PalmOil:2.5% | 0 | null | null | null | null | 2 | Defer | Within mandate; monitor | null | 84.7 | 286.9 | VendorC | 55 | 84 | null | Weekly ESG data refresh applied |
SI009998 | 2024-10-24 | CA | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 63.7 | 5 | 110.5 | Tech:26.4;Energy:13.4;Materials:12.6;Health:25.4;Utilities:6.4;Consumer:15.8 | null | 3 | BHP;ADM;META | Controversy | Controversy>3 | DSI;SPYX | 19 | Engage | Manage controversy risk | Send engagement letter;Quarterly check-ins;Escalate to vote;Set KPI targets | 65.5 | 109.1 | VendorB | 91 | 97 | Approved | Client mandate confirmed at onboarding |
SI009999 | 2025-01-06 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 54.7 | 0 | 279.9 | Industrials:37.3;Health:18.5;Tech:10.6;Consumer:33.7 | null | 3 | BA;MSFT;XOM | ESGFloor | ESG score below ESGOnly baseline | SUSA;ESGU | 16 | Replace | Raise portfolio ESG score | null | 55 | 268.4 | Internal | 245 | 71 | SuggestedEdits | Policy reviewed by compliance |
SI010000 | 2025-06-07 | SG | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 52.9 | 2 | 250.5 | Industrials:28.7;Financials:23.1;Health:22.1;Consumer:26.0 | Tobacco:0.5% | 1 | MO | CarbonCap | Carbon>100.0 | GRNB | 16 | Replace | Reduce carbon intensity | null | 53.8 | 218.9 | VendorA | 133 | 86 | null | Vendor data cross-checked |
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