Kresge Research Guides: Finance: Socially Responsible Investing

Socially Responsible Investing

ESG Direct from MSCI
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International company ratings, risk profiles, sector reports, weekly stock monitors, and other specialized research materials, with focus on emerging markets and new environmental regulations
Socrates Historical Data Files
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Historical ESG MSCI (formerly KLD) Data Files (1991-2010) (requires iMpact login).
Technical notes: Access to historical data is available from the Historical Data Files (1991-2010) page (requires iMpact login).

Use policy: When using material from this database in reports and presentations, vendor contract requirements dictate that you must include the phrase, "Used with permission of Socrates." Traders may not use this database.
Datastream (See Refinitiv Eikon)
- Ross PhD and Faculty can have Datastream installed on their laptops. Please contact Celia Ross (caross) for more info.
- Once in Datastream, find Asset4 content by browsing Datatypes under Equity Indices
- Asset4 ESG/CSR Product Info from Thomson Reuters
- Additional Asset4 info from an MIT guide
Coverage info from the vendor: Worldwide equity coverage direct from the stock markets, comprehensive market indices, economics data direct from national government sources as well as the OECD and IMF, fixed income securities and associated indices, commodities and derivatives data. Forecast earnings data from IBES, fundamental data from Worldscope and added value data sets from respected sources such as MSCI, DJ Stoxx and FTSE All World.

Use policy: When using material from this database in reports and presentations, vendor contract requirements dictate that you must include the phrase, "Used with permission of Datastream."

Corporate Violation Tracker
Use this site to track corporate misconduct involving consumer protection, environmental, health, safety, price-fixing and bribery. Over 110,000 cases initiated by 27 federal regulatory agencies and the Justice Department since 2010 are included with total penalties of almost $300 billion.

WRDS Wharton Research Data Services
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Use WRDS to access ISS (formerly RiskMetrics) whic contains information on directors (e.g., name, age, tenure, gender, committee memberships, primary employer and title, etc), as well as governance, including information on takeover defense.
Data sets include:

Bank Regulatory
Beta Suite by WRDS
Blockholders
BoardEx
Bureau van Dijk
CBOE Indexes
Compustat - Capital IQ
CRSP
DMEF Academic Data
Dow Jones
Efficient Frontier by WRDS
Event Study by WRDS
Eventus
Fama French & Liquidity Factors
Federal Reserve Bank
Financial Ratios Suite by WRDS
IBES
IHS Global Insight
Institutional Shareholder Services (ISS)
ISSM
Linking Suite by WRDS
MFLINKS
MSRB
Option Metrics
Option Suite by WRDS
OTC Markets
Penn World Tables
Peters and Taylor Total Q
PHLX
Public
RavenPack News Analytics
Research Quotient
SAS Visual Analytics
SEC Order Execution
Thomson Reuters
TRACE
World Indices by WRDS

For descriptions see WRDS Dataset List from Ross Research Computing
Bloomberg
Bloomberg covers Environmental. Social and Governance (ESG) metrics. Type ESG using the terminal located in the 4th floor Kresge library area or in the Tozzi Finance Center in the basement of the Ross building.
Use policy: When using material from this database in reports and presentations, vendor contract requirements dictate that you must include the phrase, "Used with permission of Bloomberg."