简体中文 | 繁體中文 | English

FactSet平臺整合MSCI ESG Research分析和評級系統

2012-10-25 18:23
  • zh_hant

紐約--(美國商業資訊)--世界領先的投資決策輔助工具提供商MSCI Inc. (NYSE:MSCI)今日宣佈,全球知名的專業投資金融資料和分析軟體提供商FactSet Research Systems(NYSE: FDS | NASDAQ: FDS),已將MSCI ESG Research資料和評級系統與FactSet平臺整合並提供使用。

FactSet用戶首次可以在其分析中透過FactSet資產組合分析、普遍篩查、資料下載以及微軟 Office的整合,來充分利用MSCI ESG Research的資料。用戶可以藉此在投資過程中全程整合ESG因素,包括資產組合的建立和最佳化、回溯測試以及業績和風險屬性。

FactSet所整合的MSCI ESG Research分析和評級系統包含三個不同的工具:

1. MSCI ESG 無形價值評估(IVA)涉及公司環境和社會風險因素的評級和分析,這些分析將揭示傳統分析無法掌握而與ESG相關的投資風險或機會。

2. MSCI ESG衝擊監測用於分析和監測「ESG爭議」及違反國際公約之舉,包括聯合國全球契約(UN Global Compact)在內。

3. MSCI ESG 商業關聯篩選研究允許投資人篩選出在蘇丹和伊朗等國從事香煙、武器銷售等業務或從事違反宗教禁令業務的公司。

FactSet產品開發副總裁Patrick Locke表示,「為符合責任投資原則(PRI)中的ESG要求,資產經理人和機構投資人需要將ESG資訊與其投資進程進行整合,而且這一需求正逐漸增加。我們很高興能為用戶提供MSCI的一整套ESG研究、分析和評級工具。」

指數和MSCI ESG Research負責人Remy Briand補充說,「機構投資人對在投資過程中有效整合ESG的需求正不斷增加,而MSCI ESG Research的目標是幫助資產經理人滿足他們的這些需求。我們的服務廣泛,涵蓋全球市場,與此同時,我們還提供跨資產類別的深入研究。在我們的分析和評級工具與FactSet整合之後,全球資產經理人和資產所有人就能對各資產類別組合中與ESG相關的投資風險和機會有更佳的理解。」

如需獲取MSCI更多資訊,請造訪公司網站www.msci.com。

MSCI ESG Research is a leading source of environmental, social and governance (ESG) ratings, screening and compliance tools to advisers, managers and asset owners worldwide. Its products and services are used by investors to integrate ESG factors into their investment processes. MSCI ESG Research is the successor of sustainability pioneers KLD, Innovest and IRRC, which were acquired by MSCI ESG Research through acquisitions. ESG ratings, data and analysis from MSCI ESG Research are also used in the construction of MSCI ESG Indices.

The information contained herein (the “Information”) may not be reproduced or redisseminated in whole or in part without prior written permission from MSCI. The Information may not be used to verify or correct other data, to create indices, risk models, or analytics, or in connection with issuing, offering, sponsoring, managing or marketing any securities, portfolios, financial products or other investment vehicles. Historical data and analysis should not be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. MSCI ESG Research is provided by MSCI Inc.’s indirect wholly-owned subsidiary, Institutional Shareholder Services Inc. (“ISS”). ISS is a Registered Investment Adviser under the Investment Advisers Act of 1940. None of the Information or MSCI index or other product or service constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy. Further, none of the Information or any MSCI index is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.

NONE OF MSCI INC. OR ANY OF ITS SUBSIDIARIES OR ITS OR THEIR DIRECT OR INDIRECT SUPPLIERS OR ANY THIRD PARTY INVOLVED IN THE MAKING OR COMPILING OF THE INFORMATION (EACH, AN “MSCI PARTY”) MAKES ANY WARRANTIES OR REPRESENTATIONS AND, TO THE MAXIMUM EXTENT PERMITTED BY LAW, EACH MSCI PARTY HEREBY EXPRESSLY DISCLAIMS ALL IMPLIED WARRANTIES, INCLUDING WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. WITHOUT LIMITING ANY OF THE FOREGOING AND TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL ANY OF THE MSCI PARTIES HAVE ANY LIABILITY REGARDING ANY OF THE INFORMATION FOR ANY DIRECT, INDIRECT, SPECIAL, PUNITIVE, CONSEQUENTIAL (INCLUDING LOST PROFITS) OR ANY OTHER DAMAGES EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited.

免責聲明:本公告之原文版本乃官方授權版本。譯文僅供方便瞭解之用,煩請參照原文,原文版本乃唯一具法律效力之版本。

聯絡方式:

媒體查詢:

Martina MacPherson, 副總裁

MSCI ESG Research, 倫敦

+ 44.20.7618.2231

Sally Todd | Jennifer Spivey

MHP Communications, 倫敦

+ 44.20.3128.8100

Patrick Clifford | Nick Connors

Abernathy MacGregor, 紐約

+ 1.212.371.5999

Meredith Binder, 行銷總監

FactSet, 紐約

+ 1.203.810.1000

MSCI ESG客服:

亞太 + 612.9033.9339

美洲 + 1.212.804.5299

歐洲、中東和非洲 + 44.207.618.2510

分享到: