Analytics & integration

Incorporate ESG metrics from multiple sources into your workflow – without increasing complexity or disrupting existing systems.

Bloomberg provides tools to help investors make better decisions.

Bloomberg gives investors the tools to analyze and act on ESG data, incorporating
ESG metrics from multiple sources into their workflows — without increasing complexity
or disrupting existing systems.

ESG data and insights are displayed alongside fundamental financial data on the Bloomberg Terminal® and are fully integrated into Terminal applications designed for company analysis,
allowing Terminal users to seamlessly incorporate ESG factors into the investment process.

Our ESG specialists are constantly developing new tools and models to help clients assess emerging ESG risks and opportunities and incorporate new ESG metrics into analysis.

Integrated research management

Our Research Management Solutions (RMS) research publishing tools encourage structure, consistency and systematic data capture and reporting from internal ESG research and engagement notes. Use Bloomberg’s custom data module to systematically bring your
own house ESG view to your analysts for seamless integration with Terminal analytics.

What we offer

Portfolio analysis tools
Measure and compare portfolio-level ESG measures such as carbon emissions against benchmarks.

Climate risk tools
Assess company transition risk, visualize physical risk
to assets and more.

Sustainable debt analytics
Identify green securities
and assess their alignment
to the Green Bond Principles developed by the ICMA.

Supercharge your portfolio management process

Analyze ESG factors from every angle with Bloomberg’s Portfolio & Risk Analytics (PORT) solution. Within a single platform, portfolio managers and risk managers can evaluate fund-level characteristics, undertake performance/attribution analysis and manage investment risk.

With PORT integration, you can:

Leverage Bloomberg-sourced or third-party ESG data to produce ESG analytics/characteristics at both a group and fund level
Integrate ESG metrics into portfolio visualization
Use the Portfolio Optimization tool to alter portfolio allocation through ESG-driven strategies, then evaluate the portfolio from a performance and an investment
risk perspective
Utilize Bloomberg ESG indices for portfolio construction and benchmarking
Monitor disclosure of and adherence to Principal Adverse Impact indicators
Incorporate carbon estimates into carbon footprint calculations for your portfolios

Analytics & integration

Quant Solutions
Leverage Bloomberg’s programmatic environment BQuant to visualize and build custom ESG data models and scores that you can easily distribute within your firm.