Platform Solutions
Your go to platform solution for everything ESG risk management,
regulatory alignment, and best-practice sustainable Investing.
Regulatory Data
In a world of ever-evolving sustainability regulation, esgeverything simplifies alignment of your investment strategies and periodic reporting needs, with comprehensive, all-in-one solutions.
Access all 16 mandatory PAI metrics across a large database of Equities, Corporate Bonds, Government & Supranational Bonds and Funds & ETFs.
Leverage unique PAI scores for simple and effective consideration of PAI within ex-ante investment decision making.
Build Do No Significant Harm frameworks in the context of defining Sustainable Investments.
Produce quality entity-level and portfolio-level PAI reports in line with SFDR disclosure requirements.
The building blocks:
Access a variety of robust data and analysis, across instruments, to develop sustainable investment thresholds, in line with SFDR guidance.
With access to ESGeverything you can assess:
- Operational and Revenue alignment of investee companies with the 17 UN SDGs;
- Capex, Opex and Revenue alignment of investee companies with the EU Taxonomy;
- PAIs investee companies, governments and supranationals, and how they score relative to the universe and their sector;
- SBTi Targets of Investee companies;
- Good Governance of investee companies, countries and supranationals;
- Robust ESG and Sustainability Due-Diligence Ratings across our large database of Funds and ETFs.
- Granular Green, Social and Sustainability Bond ESG Ratings and Use of Proceeds.
The Analysis:
Assess the percentage of sustainable investments within your portfolio in line with regulatory best-practice and MainStreet Partners’ stringent proprietary methodologies.
With one of the largest collections of EET data across over 400+ Asset Managers, we enable FMPs to easily and efficiently align product offerings to client sustainability preferences.
Identify the percentage eligibility and alignment of companies to the EU Taxonomy based on:
- Turnover - in monetary value and as a percentage of the company’s total;
- CapEx - in monetary value and as a percentage of the company’s total;
- OpEx - in monetary value and as a percentage of the company’s total (if relevant).
Through advanced AI and machine learning technology, we extract this data directly from company reports, saving you valuable research time as disclosure rates evolve.
- Data Consistency: Standardized data across corporate entities ensures consistent and reliable comparisons.
- Sustainable Investing Alignment: Identify companies strategically positioned for the transition to a sustainable economy.
- Regulatory Compliance: Meet your sustainability disclosure obligations with confidence.
MainStreet Partners has a very unique and robust approach to the ESG and Sustainability rating of Funds & ETFs and so over 6 years of experience in providing ESG focused due-diligence assessments. Our methodology entails an in-depth analysis of the:
- Asset Management firm
- The Fund’s Strategy
- Regulatory Adherence to SDR Anti-greenwashing rules
- Fund Portfolio
MainStreet Partners has a dedicated Sustainable Fund Research team that conduct an independent factor based assessment on a large scope of Funds, with a proven track record and expertise in ESG.
How does this help UK FMPs?
- Assess a fund’s sustainability objectives, the evidence-based absolute measure of sustainability and that the underlying assets do not conflict this sustainability objective (as required by the FCA)
- Identify potential greenwashing risk
- Identify weak and strong sustainability strategies enabling investors to mitigate ESG risk, and cease sustainable investment opportunities.
ESG and Sustainability risk
Manage ESG and Sustainability risk with ESG and Sustainability ratings and analysis, based on robust proprietary methodologies across Equities, Funds, ETFs, Fixed Income and labeled Fixed Income instruments.
Our corporate ESG and Sustainability ratings have been developed to offer an accountable solution for professional investors to navigate the ESG resilience of over 8,000 corporate issuers.
Our proprietary model uses 200+ metrics to determine each investee company’s performance on the material Environmental, Social and Governance factors, taking double materiality into account.
Our Fund ratings are industry-renowned, conducting a thorough ESG and Sustainability due-diligence assessment of over 90,000 Funds, ETFs, and Index Funds.
MainStreet Partners’ unique methodology involves a 3-pillar approach, examining
- The overall asset management firm
- The fund’s strategy
- The underlying portfolio.
What sets us apart?
- This holistic approach transcends typical fund ESG ratings, giving insight into how sustainability of a fund is integrated from the Asset Management level through to portfolio manager strategy and investment decision making.
- We've developed a 85+ factor-based scorecard that meticulously evaluates each fund.
- MainStreet conducts high-level engagement with third-party fund managers, ensuring a deeper understanding of their sustainability profile and any greenwashing risks.
At MainStreet Partners, we evaluate government and supranational bonds across 89 countries and 32 Supranational bodies using a holistic approach.
- Our proprietary model assigns scores based on a country's demonstrated improvement in ESG and Sustainability performance over time, rather than solely focusing on single-period evaluations.
- This dynamic scoring mechanism rewards countries that have made significant strides in enhancing their sustainability practices and governance frameworks over the years.
- With 86 sub-indicators mapped across Environment, Social, Governance and Macroeconomic pillars.
- Our methodology provides insightful and data-driven assessments on a country’s ESG and Sustainability risk and long-term sustainable growth and prosperity.
Controversies and Exclusions
MainStreet Partners has built and continuously maintains a list of companies exposed to activities that generate revenue, or are exposed, to activities that have adverse impacts on the environment and society enabling you to identify and screen those involved in controversial sectors like Weapons, Gambling, Arctic Drilling, and Oil Sands.
- Create bespoke Exclusion lists according to in-house exclusion policies or % revenue thresholds across 13 activities;
- Monitor client portfolio exposure to controversial activities;
- Screen out companies exposed to controversial activities from investable universes;
- Analyse the % exposure of third-party Funds and ETFs to controversial activities.
MainStreet Partners identifies companies with high-risk behavior associated with negative impacts on the environment, society, community, or company reputation.
Our robust assessment framework evaluates the severity of these events based on Scale, Frequency, Response, Effectiveness, and Transparency of the company.
How does ESGeverything help?
- From Human rights violations to Environmental damage, MainStreet Partners covers a wide range of topics.
- Monitor each company’s involvement in yellow flag (medium risk) or red flag (high risk) controversial events, to go one step further in managing ESG and Sustainability risks of your investments.
- Identify third-party Funds and ETFs exposure to red flag controversial events, and the material contributors.
ESG and Sustainability analysis and non-financial reporting solutions
Simply upload your portfolio to instantly receive a thorough ESG and Sustainability analysis, empowering you to make informed decisions with ease.
Portfolio analysis and non-financial reporting solutions
Our platform enables you to effortlessly upload your portfolios with a single click, delivering a comprehensive ESG and Sustainability analysis within seconds. Whether you’re addressing regulatory compliance or fulfilling commercial reporting needs, our solution provides fast, detailed, and actionable insights tailored to your specific requirements.
Simply upload your portfolio to instantly receive a thorough ESG and Sustainability analysis, empowering you to make informed decisions with ease.
Impact Data
Harness high-quality data to gain granular insights into a company’s alignment – both positive and negative – to each of the 17 UN Sustainable Development Goals.
Sustainable Development Goals
MainStreet Partners are a leader in SDG alignment data, supporting investors build thematic solutions and measure the sustainability of their portfolios for over 7 years.
For us, alignment goes beyond just what a company does; it’s equally about how they do it. Thus, we have pioneered a comprehensive methodology that evaluates alignment through three distinct lenses:
- Operational Alignment
- Product Alignment
- Business Behaviour
Why is this important?
- Build sustainable investment portfolios that are aligned with sustainable and impact objectives;
- Unlock investment opportunities by identifying companies contributing to key growth markets;
- Allocate capital toward addressing some of the worlds most pressing challenges;
- Meet client sustainable preferences by aligning their portfolios to their sustainability goals;
- Report and measure SDG alignment of portfolios.
esgeverything provides full access to our high-quality and granular SDG Alignment datasets.