ISS ESG Norm-Based Research Data Solution

ISS ESG’s Norm-Based Research is a pioneering research solution developed by ISS ESG nearly 20 years ago, to provide investors with insight into corporate adherence to global norms on human rights, labor, environmental and anti-corruption standards. ISS ESG’s Norm-Based Research core normative framework consists of international initiatives and guidelines such as the OECD Guidelines for Multinational Enterprises, the ILO Tripartite Declaration of Principles concerning Multinational Norm Enterprises and Social Policy, the UN Global Compact and the Guiding Principles on Business and Human Rights: Implementing the United Nations 'Protect, Respect and Remedy Framework'. The analysis results are categorized and presented according to a traffic-light benchmark and scoring system. The key pillars of ISS ESG’s Norm-Based Research methodology are: • A verification process that involves engagement with companies and/or key stakeholders. ISS ESG engages in fact-finding dialogue with companies upon initiation of research into a reported allegation. As part of this dialogue, the company is presented with the allegation and offered an opportunity to state its position. This dialogue continues for as long as ISS ESG maintains its assessment on the company. • Qualitative insights that are garnered throughout the research process. ISS ESG’s in-depth research process includes detailed steps to determine the maturity of relevant norms and standards, a company’s association with the controversy, the severity of the allegation, remedial measures, and validation of key information by authoritative sources. • Dynamic updating of assessments as developments occur. Norm-Based Research assessments are updated when information on significant developments is obtained through the systematic monitoring of news and stakeholder sources. Norm-Based Research covers approximately 24,000 issuers including some 16,000 publicly listed companies globally in developed, emerging and frontier markets. ISS ESG carries out data mining for allegations of corporate involvement in failures to respect international norms and standards through the use of a web-based tool that monitors public sources globally in 11 languages and more than 150 expert stakeholder sources. These sources include commercial newspapers, newsletters, NGO and trade union websites, government bodies, intergovernmental agencies, blogs and other web-based sources. Data mining triggers in-depth research into ongoing controversies whereby ISS ESG conducts comprehensive assessments based on a range of reputable public sources to determine corporate culpability for the controversy, the severity of the breach, and to what extent and with what success the company has taken steps to mitigate the impact. Only sources classified by ISS ESG as trustworthy are used to assess facts. ISS ESG engages in fact-finding dialogue with companies upon initiation of research into a reported allegation. As part of this dialogue, the company is presented with the allegation and offered an opportunity to state its position. This dialogue continues for as long as ISS ESG maintains its assessment on the company. ISS ESG also consults with experts and field specialists (commonly representatives of state institutions, inter-governmental organizations, academia, NGOs) to cross-check information and deepen the understanding of benchmark corporate practices. Data is used by a broad range of institutional investors, asset managers, asset owners, fund managers, banks, government institutions, universities and research firms.

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背景与挑战

背景概述

ISS ESG基于规范的研究数据解决方案是一个近20年前开发的ESG研究工具，用于评估企业在人权、劳工、环境和反腐败等全球规范方面的遵守情况。它基于OECD、ILO等国际框架，通过验证过程、定性分析和动态更新覆盖约24,000家发行人，并利用多语言监控和可信来源进行数据挖掘，服务于投资者、资产管理机构等用户。