J.P. Morgan Securities Services announced the launch of its Sustainable Investment Data Solutions via its cloud and data analytics platform Fusion for institutional investors to extract value from sustainable investment data — which often includes notoriously immensurable environmental, social and governance (ESG) metrics.
Fusion partners with data providers including Bloomberg, Equileap, FactSet, ISS ESG, MSCI, RepRisk, Revelio Labs, S&P Global, and Sustainalytics, and gives access to normalized data across providers to manage, screen, and create customized metrics. Investors can perform analysis, scoring, stock-selection, compliance monitoring, and reporting.
The key capabilities are:
- Consistency: Fusion supports sustainable investment data cross-compatibility across providers. Data is enriched with common identifiers and delivered in standardized formats to allow easy joining between datasets.
- Multi-hierarchy support: Investors can load and manage multiple company hierarchies. They can define their data propagation rules, which are used to generate new datasets.
- Custom screening criteria: Investors can create and manage the inclusion and exclusion criteria for their investable universes. They can run screens on pre-defined schedules.
- Metric calculation: Investors can calculate customized metrics which are then made available for hierarchy propagation and screening.
Gerard Francis, head of Data Solutions at J.P. Morgan, said in a statement: “Data for sustainable investing is particularly challenging given its scale, inconsistency, and incompleteness. We are pleased to work with our providers to deliver a unique and transformative solution for investors. Fusion combines data, technology, and service at scale, to enable investors to extract value in minutes instead of months.”
Eric Moen, head of ESG and Climate at MSCI, said in a statement: “We are excited to collaborate with J.P. Morgan and have our data products available to clients via Fusion. This provides an opportunity to make our data more easily accessible to sustainable investors.”
Simon MacMahon, global head of ESG Products and Research at Morningstar Sustainalytics, said in a stateement: “We are pleased to support J.P. Morgan’s commitment to providing investors with high-quality sustainable investment data via Fusion. With access to industry-leading datasets, including Sustainalytics’ ESG Risk Ratings and Low Carbon Transition Ratings, clients can address their most relevant investment risk considerations.”