Sustainable Finance & Investing
This page will provide you with access to example use cases to power financial workflows using ESG APIs. On the right are a series of articles describing use cases in detail complete with code examples, snippets and samples, as well as full jupyter notebooks and source code available on Github. At the bottom of the page you will find links to related APIs, with Overview, Quick Start Guide, full Documentation and Tutorials.
With sustainability and the impacts of climate change driving transformation in industries such as coal, oil and gas, utilities, automotive and finance the need for data to manage associated risks has never been more paramount.
Asset managers, asset owners, banks, corporates are analysing how they integrating ESG into their core business, investments, finance and supply chains. Equally asset owners are shifting benchmarks due to underlying driving factors and ESG transparency, reporting and emerging standards.
As change is high on the agenda for many companies it's never been more important to enable fast and easy access to data to inform your investment style and power your plicy and decision making. Our suite of web APIs and bulk feeds make access easy. Here we inform you about the key content types that Refinitiv provides to power your analysis.
Environmental, Social & Governance
Build sustainability into investment strategy with environmental, social, and governance (ESG) data and services.
The ESG Bulk Feed and APIs provide access to standardized ESG data points (400+) and analytics (70+) on 70% of global market cap based on publicly reported company data – reflecting official company disclosure on environmental, social, and governance metrics.
Complete line of auditability from documents (such as annual reports) to company data points, company scores, fund ratings based on robust fund holdings data, with just a few lines of Python code
ESG Data Is available via a number of mechanisms depending on your use case:
|Scheduled Bulk Data or On-Demand||DataScope Select REST API|
|Bulk Data or Request Response||Refinitiv Data Platform API|
|Desktop Request Response||Eikon Data API|
- Basic retrieval of ESG data for financial models
- Disclosures (who is making public ESG data).
- How disclosures have shifted over time and global coverage.
- Using proxy information to derive scores and sustainable development goals on a country level
- How to analyse how scores may relate to performance using various measures.
- Financing Capital Markets Issuance - Green Bonds/Loans and Finance
Infrastructure investment is a critical policy focus for the public sector – but data transparency remains a key obstacle to growth in private sector funding. The world currently faces a $15 trillion infrastructure gap by 2040. To activate private investment the sector needs standardized, trusted and transparent data to assess performance, returns and risk. Our APIs provide a straightforward way to navigate this emerging and vital lever in the drive towards alternative investments
Capital markets issuance - Green Bonds & Loans
A key element we have seen as firms race to define and achieve their sustainable strategy goals is the rise in capital issuance on the bond and loan markets, most prominently (but not limited to), green bonds. Investment banks are promoting their underwriting capabilities to support structuring these deals and investors keen to invest in fixed income securities as part of a sustainable investing strategy create buyside demand for these instruments. Companies are also using M&A to dispose of assets that do not support their sustainable transition plans. Quality content is needed to understand the total capital issuance driving sustainable outcomes across use of proceeds and sustainable business models. Use our powerful and easy to use web API's for fixed income deals content to gain insights on
· Largest green and social bonds
· Largest social and sustainability bonds
· Top 5 largest issuing countries in the green bond market
· Top issuers and detailed prospectus
· Deal League tables
Whilst there are many measures for corporates, and we are starting to see the drive for an emergence of standards for comparable metrics, country level ESG scores need to be calculated via a combination of proxy measures. We do this with Datastream economic timeseries and thus are able to calculate country level scores which align to the United Nations Sustainable Development Goals (UN SDG’s). An article exploring exactly this with fully functioning code is available here on the developer portal
Carbon pricing data
Carbon prices are a key measure that we can use to ascertain the level of integration of the cost of carbon into businesses. It enables investors to understand current carbon trading levels in different jurisdictions and factor in the price of carbon, based on demand and supply of carbon credits, as companies adopt carbon neutral and negative strategies. Climate-related studies and climate risk have a key impact on finance and the strategies around portfolio and asset management and allocation and risk management