account_id stringlengths 8 8 | as_of_date stringdate 2024-07-04 00:00:00 2025-12-26 00:00:00 | jurisdiction stringclasses 6
values | mandate_policy stringclasses 5
values | portfolio_esg_score float64 45 85 | portfolio_controversy_score int64 0 5 | portfolio_carbon_intensity_tCO2e_per_$M float64 60 320 | sector_exposure_pct stringlengths 42 103 | revenue_exposure_flags stringclasses 358
values | excluded_holdings_hits int64 0 5 | excluded_holdings_list stringlengths 2 23 ⌀ | breach_type stringclasses 4
values | breach_reasons stringclasses 28
values | replacement_candidates stringlengths 3 14 ⌀ | tracking_error_cost_bps int64 2 42 | action stringclasses 5
values | action_rationale stringclasses 5
values | engagement_plan stringclasses 364
values | post_trade_esg_score float64 45 88.5 | post_trade_carbon_intensity_tCO2e_per_$M float64 50.4 325 | data_provenance stringclasses 4
values | data_lookback_days int64 30 365 | verification_confidence_1_100 int64 70 99 | advisor_review stringclasses 3
values | audit_log stringclasses 5
values |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SI000101 | 2025-08-25 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 50 | 2 | 196.9 | Consumer:20.5;Comm:26.7;RealEstate:18.8;Materials:16.1;Industrials:8.0;Health:9.9 | null | 0 | null | CarbonCap | Carbon>100.0 | USXF | 38 | Engage | Reduce carbon intensity | Quarterly check-ins;Set KPI targets;Request disclosure improvement;Escalate to vote | 50.1 | 168.1 | VendorC | 35 | 87 | null | Weekly ESG data refresh applied |
SI000102 | 2024-08-30 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 63.2 | 5 | 117.5 | Tech:15.3;Health:6.4;Industrials:21.6;Utilities:13.5;Comm:5.3;Financials:19.3;Materials:18.6 | ThermalCoal:0.5% | 2 | BA;RIO | ScreenHits | Thermal coal revenue exposure | SPYX | 13 | Underweight | Screen breach remediation | null | 63.4 | 98.4 | VendorB | 121 | 75 | null | Exception documented and approved |
SI000103 | 2025-04-08 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 60.3 | 2 | 280 | RealEstate:12.1;Energy:14.1;Tech:7.1;Utilities:23.8;Financials:8.7;Health:22.3;Materials:11.9 | Tobacco:1.0% | 0 | null | ScreenHits | Tobacco revenue exposure | GRNB;DSI;ESGD | 36 | Replace | Screen breach remediation | null | 60.9 | 261.6 | Internal | 215 | 88 | Approved | Exception documented and approved |
SI000104 | 2025-02-20 | UK | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 68.4 | 0 | 230.6 | Financials:14.9;Consumer:31.1;Tech:9.5;Materials:25.6;Health:18.9 | PalmOil:1.0% | 0 | null | CarbonCap | Carbon>100.0 | ESGD;ESGE;SPYX | 29 | Replace | Reduce carbon intensity | null | 69.4 | 206.4 | VendorA | 305 | 71 | SuggestedEdits | Weekly ESG data refresh applied |
SI000105 | 2024-12-31 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 54.8 | 5 | 102.2 | Comm:14.2;Energy:15.3;Consumer:8.9;Utilities:18.5;Materials:15.3;RealEstate:16.8;Industrials:11.0 | null | 0 | null | Controversy | Controversy>3 | ESGU;SPYX;ESGE | 25 | Underweight | Manage controversy risk | null | 58.4 | 98.4 | VendorA | 270 | 94 | null | Weekly ESG data refresh applied |
SI000106 | 2024-10-01 | US | ESGScore>=65;NoTobacco;NoPalmOil | 63.1 | 4 | 272.9 | Financials:16.0;Health:21.4;Materials:16.8;Consumer:14.2;Tech:11.0;Industrials:20.6 | null | 0 | null | ESGFloor | ESG<65 | ESGE;USXF;DSI | 9 | Underweight | Raise portfolio ESG score | null | 65.4 | 228.9 | Internal | 108 | 91 | null | Client mandate confirmed at onboarding |
SI000107 | 2025-05-05 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 64.6 | 2 | 196.9 | Tech:16.7;Energy:5.9;Consumer:7.0;Financials:17.9;Comm:18.4;Utilities:18.4;Industrials:15.8 | ThermalCoal:1.0%;Tobacco:1.0% | 2 | NEM;RTX | CarbonCap | Carbon>100.0 | USXF;SPYX | 15 | Replace | Reduce carbon intensity | null | 66.5 | 165.6 | VendorA | 327 | 83 | SuggestedEdits | Client mandate confirmed at onboarding |
SI000108 | 2024-11-27 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 51.2 | 4 | 158.9 | Comm:37.9;Utilities:43.5;Health:9.0;Consumer:9.6 | Weapons:2.5%;PalmOil:2.5% | 1 | AAPL | ScreenHits | Carbon>150.0;Weapons revenue exposure | CRBN;ESGD;GRNB | 25 | Replace | Screen breach remediation | null | 52.5 | 150 | VendorB | 247 | 98 | null | Policy reviewed by compliance |
SI000109 | 2024-11-08 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 53.8 | 0 | 166.9 | Utilities:27.9;Tech:11.7;Consumer:8.1;Energy:17.5;Comm:24.6;RealEstate:10.1 | null | 2 | SHEL;BHP | null | null | null | 14 | Defer | Within mandate; monitor | null | 53.8 | 168.1 | VendorA | 363 | 75 | null | Client mandate confirmed at onboarding |
SI000110 | 2025-08-21 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 45.3 | 0 | 261.2 | Consumer:9.6;Materials:11.0;Tech:23.5;RealEstate:16.5;Utilities:13.3;Comm:10.9;Health:15.3 | Weapons:0.5% | 0 | null | ScreenHits | Carbon>150.0;Weapons revenue exposure | XESG;SPYX;USXF | 8 | Replace | Screen breach remediation | null | 49 | 235.5 | VendorA | 112 | 82 | null | Client mandate confirmed at onboarding |
SI000111 | 2024-11-15 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 65.1 | 1 | 71 | RealEstate:14.3;Consumer:11.2;Comm:40.3;Materials:34.2 | PalmOil:0.5% | 0 | null | null | null | null | 16 | Defer | Within mandate; monitor | null | 65.4 | 68.5 | VendorB | 238 | 99 | null | Client mandate confirmed at onboarding |
SI000112 | 2025-01-18 | CA | ESGScore>=65;NoTobacco;NoPalmOil | 68.8 | 0 | 220 | Health:13.0;Energy:11.8;Comm:8.7;Utilities:23.8;RealEstate:7.0;Financials:11.9;Materials:23.8 | null | 1 | BA | null | null | null | 4 | Defer | Within mandate; monitor | null | 70.3 | 223.5 | VendorC | 360 | 96 | null | Weekly ESG data refresh applied |
SI000113 | 2024-07-04 | CA | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 75.3 | 0 | 87.1 | Tech:18.2;Health:5.7;Utilities:16.6;RealEstate:13.0;Comm:22.8;Financials:23.8 | ThermalCoal:1.0%;Tobacco:15.0% | 0 | null | ScreenHits | Thermal coal revenue exposure | CRBN;USXF;ESGE | 28 | Underweight | Screen breach remediation | null | 79.2 | 79.3 | VendorB | 325 | 93 | null | Exception documented and approved |
SI000114 | 2024-07-22 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 58.7 | 2 | 118.4 | Comm:19.4;Energy:12.2;Financials:21.2;Tech:25.3;Utilities:21.9 | ThermalCoal:0.5%;PalmOil:5.0% | 0 | null | null | null | null | 8 | Defer | Within mandate; monitor | null | 59.3 | 115.2 | VendorA | 191 | 85 | null | Policy reviewed by compliance |
SI000115 | 2025-04-29 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 82.7 | 3 | 103 | Energy:9.0;Consumer:23.8;Utilities:22.4;Health:18.6;Comm:26.1 | null | 1 | MO | CarbonCap | Controversy>2;Carbon>100.0 | ESGU | 30 | Underweight | Reduce carbon intensity | null | 86 | 89.6 | Internal | 341 | 77 | SuggestedEdits | Exception documented and approved |
SI000116 | 2024-12-10 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 56.9 | 5 | 229.7 | Utilities:24.3;RealEstate:25.4;Materials:40.9;Consumer:9.4 | PalmOil:0.5% | 0 | null | Controversy | Controversy>3 | SPYX | 8 | Underweight | Manage controversy risk | null | 58.4 | 229.7 | VendorB | 38 | 77 | Approved | Policy reviewed by compliance |
SI000117 | 2025-07-30 | US | ESGScore>=65;NoTobacco;NoPalmOil | 75.1 | 2 | 108.9 | Materials:13.1;Consumer:28.3;Financials:17.5;Utilities:16.2;Health:24.9 | ThermalCoal:0.5%;PalmOil:10.0% | 0 | null | null | null | null | 2 | Defer | Within mandate; monitor | null | 76.3 | 104.7 | VendorC | 117 | 79 | Approved | Weekly ESG data refresh applied |
SI000118 | 2025-02-18 | CA | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 82.2 | 5 | 253 | Comm:17.7;Consumer:15.8;Health:26.5;Energy:18.0;RealEstate:21.9 | null | 0 | null | Controversy | Controversy>3 | CRBN;LOWC | 19 | Divest | Manage controversy risk | null | 85.7 | 246.4 | Internal | 89 | 80 | SuggestedEdits | Exception documented and approved |
SI000119 | 2024-11-09 | US | ESGScore>=65;NoTobacco;NoPalmOil | 77.7 | 5 | 96.3 | Tech:20.4;Utilities:19.8;Health:21.7;Comm:38.1 | null | 0 | null | null | null | null | 7 | Defer | Within mandate; monitor | null | 77.5 | 94.9 | Internal | 79 | 99 | Approved | Vendor data cross-checked |
SI000120 | 2024-12-12 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 83.6 | 2 | 80 | Health:13.8;Industrials:25.8;Energy:14.3;RealEstate:26.0;Utilities:11.7;Materials:8.3 | null | 3 | BA;NEM;MSFT | null | null | null | 17 | Defer | Within mandate; monitor | null | 84.8 | 76.3 | VendorA | 205 | 83 | Approved | Vendor data cross-checked |
SI000121 | 2024-07-10 | US | ESGScore>=65;NoTobacco;NoPalmOil | 48.4 | 0 | 91.1 | Materials:15.3;Health:17.5;Comm:19.1;Energy:8.9;Tech:17.9;Consumer:21.5 | ThermalCoal:0.5% | 5 | MSFT;AAPL;RIO;BN;BHP | ESGFloor | ESG<65 | XESG | 35 | Replace | Raise portfolio ESG score | null | 50.6 | 85.2 | Internal | 317 | 78 | Approved | Policy reviewed by compliance |
SI000122 | 2025-07-12 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 59.3 | 5 | 308.1 | RealEstate:12.2;Health:9.8;Financials:38.1;Energy:20.5;Tech:19.4 | Tobacco:2.5%;PalmOil:15.0% | 0 | null | CarbonCap | Carbon>150.0 | ESGD | 30 | Replace | Reduce carbon intensity | null | 59.9 | 262.8 | Internal | 329 | 77 | null | Exception documented and approved |
SI000123 | 2024-10-03 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 64.4 | 4 | 84.4 | Health:14.1;Financials:14.0;RealEstate:20.6;Materials:5.1;Utilities:21.4;Energy:24.8 | PalmOil:0.5% | 2 | RTX;MO | Controversy | Controversy>2 | SUSA;SPYX;USXF | 11 | Engage | Manage controversy risk | Escalate to vote;Set KPI targets | 65.9 | 85.8 | VendorA | 309 | 76 | null | Weekly ESG data refresh applied |
SI000124 | 2025-12-18 | SG | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 79.9 | 3 | 116.4 | Comm:31.0;RealEstate:20.8;Health:20.0;Financials:28.2 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | CRBN;XESG | 38 | Replace | Reduce carbon intensity | null | 82.8 | 106.9 | VendorB | 264 | 82 | null | Exception documented and approved |
SI000125 | 2025-11-03 | EU | ESGScore>=65;NoTobacco;NoPalmOil | 71.3 | 4 | 149.9 | Materials:9.0;RealEstate:7.9;Financials:14.5;Health:24.3;Utilities:23.6;Tech:14.2;Energy:6.5 | null | 0 | null | null | null | null | 3 | Defer | Within mandate; monitor | null | 70.9 | 143.6 | VendorA | 287 | 76 | null | Client mandate confirmed at onboarding |
SI000126 | 2025-07-01 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 45.5 | 3 | 76.1 | Materials:20.1;Energy:46.0;Utilities:14.7;Industrials:19.2 | Tobacco:0.5%;Weapons:2.5% | 1 | RIO | ScreenHits | ESG score below ESGOnly baseline;Weapons revenue exposure;Tobacco revenue exposure | DSI;CRBN | 38 | Replace | Screen breach remediation | null | 48.4 | 70.9 | VendorB | 153 | 82 | null | Client mandate confirmed at onboarding |
SI000127 | 2024-09-21 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 57.4 | 0 | 269.7 | RealEstate:15.1;Materials:39.3;Health:19.1;Comm:26.5 | Tobacco:0.5% | 0 | null | CarbonCap | Carbon>150.0 | ESGE | 26 | Replace | Reduce carbon intensity | null | 59.4 | 254.5 | VendorA | 251 | 95 | SuggestedEdits | Weekly ESG data refresh applied |
SI000128 | 2025-09-28 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 77 | 4 | 216.9 | Materials:27.8;Utilities:30.2;Health:20.5;Financials:21.5 | null | 0 | null | CarbonCap | Carbon>150.0 | GRNB;SPYX | 32 | Replace | Reduce carbon intensity | null | 80.7 | 202.5 | Internal | 289 | 82 | Approved | Policy reviewed by compliance |
SI000129 | 2025-12-20 | US | ESGScore>=65;NoTobacco;NoPalmOil | 77.3 | 3 | 206.3 | Comm:11.2;RealEstate:17.0;Health:8.9;Utilities:5.6;Materials:24.8;Consumer:25.5;Financials:7.0 | ThermalCoal:0.5%;Tobacco:5.0% | 1 | META | ScreenHits | Tobacco revenue exposure | USXF;ESGD;XESG | 22 | Replace | Screen breach remediation | null | 79.4 | 171.6 | VendorB | 155 | 92 | null | Client mandate confirmed at onboarding |
SI000130 | 2025-01-24 | US | ESGScore>=65;NoTobacco;NoPalmOil | 57.7 | 5 | 233.3 | RealEstate:19.1;Tech:23.8;Health:23.6;Industrials:14.6;Consumer:19.0 | Tobacco:0.5% | 3 | ADM;BA;BN | ScreenHits | ESG<65;Tobacco revenue exposure | USXF;LOWC;ESGU | 37 | Replace | Screen breach remediation | null | 58.4 | 201.4 | VendorA | 158 | 97 | SuggestedEdits | Policy reviewed by compliance |
SI000131 | 2025-07-14 | SG | ESGScore>=65;NoTobacco;NoPalmOil | 83.3 | 2 | 82.5 | RealEstate:18.3;Industrials:24.9;Financials:27.7;Consumer:29.0 | Weapons:5.0% | 5 | BTI;TSLA;LMT;MSFT;PM | null | null | null | 16 | Defer | Within mandate; monitor | null | 84.3 | 79.7 | Internal | 289 | 94 | null | Client mandate confirmed at onboarding |
SI000132 | 2024-08-26 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 71.7 | 5 | 267.9 | Financials:15.8;Utilities:28.8;Energy:43.4;Materials:12.0 | null | 0 | null | CarbonCap | Controversy>2;Carbon>100.0 | GRNB | 33 | Replace | Reduce carbon intensity | null | 72.5 | 224.4 | VendorC | 113 | 94 | null | Policy reviewed by compliance |
SI000133 | 2024-09-11 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 52.4 | 2 | 120.4 | Tech:13.8;Materials:22.5;Comm:13.7;Energy:22.3;RealEstate:13.4;Utilities:14.3 | ThermalCoal:0.5%;PalmOil:2.5% | 3 | PM;MO;TSLA | ScreenHits | Thermal coal revenue exposure | SUSA;ESGE | 35 | Divest | Screen breach remediation | null | 54.8 | 113.6 | VendorC | 120 | 91 | SuggestedEdits | Policy reviewed by compliance |
SI000134 | 2025-10-16 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 56.2 | 2 | 195.7 | Tech:30.8;Industrials:18.0;Utilities:35.6;RealEstate:15.6 | null | 1 | ADM | CarbonCap | Carbon>150.0 | SPYX;ESGE | 30 | Engage | Reduce carbon intensity | File shareholder proposal;Send engagement letter;Quarterly check-ins;Set KPI targets | 56.8 | 181.2 | VendorB | 282 | 97 | SuggestedEdits | Exception documented and approved |
SI000135 | 2025-04-14 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 58.4 | 2 | 89.2 | RealEstate:13.9;Industrials:11.8;Tech:5.8;Materials:22.2;Comm:10.3;Health:12.3;Financials:23.7 | Weapons:2.5% | 0 | null | null | null | null | 17 | Defer | Within mandate; monitor | null | 58.4 | 89.3 | VendorA | 178 | 81 | null | Vendor data cross-checked |
SI000136 | 2025-03-03 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 72.3 | 1 | 190.8 | Health:20.5;Materials:17.2;Tech:18.3;Consumer:44.0 | null | 0 | null | CarbonCap | Carbon>100.0 | XESG;LOWC;USXF | 16 | Replace | Reduce carbon intensity | null | 74.2 | 175.4 | VendorA | 263 | 79 | SuggestedEdits | Client mandate confirmed at onboarding |
SI000137 | 2025-02-16 | CA | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 75.5 | 4 | 317.1 | Consumer:25.5;Tech:14.8;Materials:22.9;RealEstate:20.4;Health:16.3 | null | 0 | null | CarbonCap | Carbon>150.0 | ESGE;SUSA;ESGD | 16 | Replace | Reduce carbon intensity | null | 79.2 | 286.1 | VendorB | 280 | 89 | null | Weekly ESG data refresh applied |
SI000138 | 2025-08-21 | US | ESGScore>=65;NoTobacco;NoPalmOil | 72.7 | 5 | 142.1 | Energy:13.2;Consumer:12.6;Health:15.1;Utilities:16.2;Tech:16.4;Comm:13.9;Industrials:12.7 | PalmOil:0.5% | 1 | RIO | null | null | null | 12 | Defer | Within mandate; monitor | null | 72.3 | 140.5 | VendorA | 94 | 78 | null | Exception documented and approved |
SI000139 | 2025-05-09 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 81.1 | 5 | 194.2 | Industrials:12.4;Health:10.4;Tech:26.2;Energy:19.3;Financials:15.4;Materials:16.4 | Weapons:0.5% | 0 | null | ScreenHits | Controversy>3;Weapons revenue exposure | ESGU | 18 | Replace | Screen breach remediation | null | 84.9 | 176.6 | VendorB | 91 | 71 | null | Policy reviewed by compliance |
SI000140 | 2024-09-07 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 78.3 | 2 | 130.1 | Health:9.6;Financials:37.9;Materials:31.5;Industrials:20.9 | null | 0 | null | CarbonCap | Carbon>100.0 | LOWC;ESGE | 27 | Engage | Reduce carbon intensity | Quarterly check-ins;File shareholder proposal;Escalate to vote | 78.4 | 124.3 | VendorB | 176 | 98 | null | Client mandate confirmed at onboarding |
SI000141 | 2024-08-03 | SG | ESGScore>=65;NoTobacco;NoPalmOil | 66.9 | 2 | 283.5 | Utilities:29.6;Comm:16.8;Industrials:33.5;Energy:20.0 | ThermalCoal:0.5% | 1 | META | null | null | null | 4 | Defer | Within mandate; monitor | null | 67.7 | 276.1 | VendorB | 213 | 76 | null | Client mandate confirmed at onboarding |
SI000142 | 2025-02-09 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 46.3 | 2 | 115.6 | Comm:16.7;Health:20.1;Consumer:6.7;Materials:21.0;Financials:8.9;Industrials:26.6 | Weapons:1.0% | 2 | MSFT;XOM | CarbonCap | Carbon>100.0 | ESGE;DSI | 22 | Replace | Reduce carbon intensity | null | 46.5 | 95.9 | VendorC | 180 | 87 | null | Client mandate confirmed at onboarding |
SI000143 | 2024-09-01 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 45.1 | 3 | 152.4 | Materials:10.7;Tech:20.1;Consumer:13.5;Industrials:19.1;RealEstate:10.0;Financials:9.6;Utilities:17.0 | Tobacco:2.5% | 3 | MSFT;META;SHEL | ScreenHits | ESG score below ESGOnly baseline;Tobacco revenue exposure | DSI;LOWC;ESGD | 32 | Replace | Screen breach remediation | null | 48.6 | 138.9 | VendorB | 65 | 90 | null | Client mandate confirmed at onboarding |
SI000144 | 2024-11-24 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 73.9 | 1 | 125.4 | Consumer:23.7;Materials:19.3;Tech:12.2;RealEstate:10.7;Comm:9.9;Industrials:7.7;Energy:16.5 | null | 0 | null | null | null | null | 3 | Defer | Within mandate; monitor | null | 75 | 120.1 | VendorB | 292 | 91 | null | Client mandate confirmed at onboarding |
SI000145 | 2024-07-17 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 68.1 | 2 | 316.1 | Materials:23.8;Tech:7.4;Consumer:16.9;Comm:33.9;Energy:17.9 | Weapons:2.5% | 0 | null | ScreenHits | Weapons revenue exposure | USXF;XESG;ESGE | 24 | Replace | Screen breach remediation | null | 69.2 | 283.1 | VendorA | 35 | 96 | Approved | Policy reviewed by compliance |
SI000146 | 2025-10-23 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 53 | 5 | 291.9 | Tech:8.8;Industrials:21.9;Health:9.5;Financials:23.9;Utilities:23.2;Energy:12.8 | null | 0 | null | Controversy | Controversy>3 | LOWC;ESGE;DSI | 17 | Engage | Manage controversy risk | Quarterly check-ins;Escalate to vote;Send engagement letter;Set KPI targets | 56.4 | 294.1 | VendorC | 138 | 81 | Approved | Client mandate confirmed at onboarding |
SI000147 | 2025-08-09 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 67.8 | 5 | 300.5 | Health:14.5;Financials:22.1;Utilities:38.5;Comm:13.2;Consumer:11.8 | Tobacco:5.0% | 1 | BTI | CarbonCap | Carbon>150.0 | LOWC | 35 | Underweight | Reduce carbon intensity | null | 68.8 | 265.2 | Internal | 53 | 94 | null | Vendor data cross-checked |
SI000148 | 2024-12-27 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 84.1 | 4 | 261.9 | Consumer:24.2;Materials:27.9;Financials:18.2;Utilities:9.3;RealEstate:20.5 | null | 1 | XOM | CarbonCap | Carbon>150.0 | LOWC;GRNB | 27 | Engage | Reduce carbon intensity | Request disclosure improvement;File shareholder proposal;Send engagement letter | 85.9 | 246.7 | VendorB | 210 | 74 | null | Policy reviewed by compliance |
SI000149 | 2025-07-22 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 64.5 | 2 | 224.1 | Utilities:25.9;Consumer:22.9;RealEstate:25.9;Financials:25.3 | Tobacco:1.0% | 0 | null | ScreenHits | Tobacco revenue exposure | SPYX;SUSA | 27 | Divest | Screen breach remediation | null | 68 | 195.3 | VendorC | 289 | 76 | null | Policy reviewed by compliance |
SI000150 | 2025-11-28 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 69.5 | 2 | 139.5 | Tech:8.0;Financials:21.5;Consumer:10.1;Utilities:24.0;Materials:13.2;Energy:23.1 | null | 3 | BA;BTI;LMT | null | null | null | 10 | Defer | Within mandate; monitor | null | 70 | 133 | VendorA | 67 | 70 | Approved | Client mandate confirmed at onboarding |
SI000151 | 2025-10-29 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 51.1 | 3 | 234.1 | Consumer:12.4;RealEstate:9.1;Industrials:15.5;Energy:11.6;Comm:9.8;Tech:16.1;Health:25.4 | PalmOil:0.5% | 3 | META;BA;ADM | ESGFloor | ESG score below ESGOnly baseline | ESGE;CRBN;DSI | 32 | Replace | Raise portfolio ESG score | null | 53.5 | 193.5 | VendorA | 194 | 93 | Approved | Client mandate confirmed at onboarding |
SI000152 | 2025-07-15 | UK | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 49.5 | 0 | 248.9 | Consumer:13.2;Energy:17.1;Materials:28.9;Industrials:33.2;Tech:7.6 | null | 4 | RTX;MO;BTI;BN | ESGFloor | ESG score below ESGOnly baseline | SPYX;USXF;DSI | 23 | Replace | Raise portfolio ESG score | null | 51.9 | 214.4 | VendorA | 40 | 95 | Approved | Weekly ESG data refresh applied |
SI000153 | 2024-09-27 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 71.3 | 4 | 184.8 | Industrials:21.7;Comm:27.7;Materials:22.9;RealEstate:8.6;Tech:19.1 | null | 0 | null | Controversy | Controversy>3 | XESG;CRBN;ESGD | 28 | Divest | Manage controversy risk | null | 72.9 | 179.6 | VendorA | 241 | 96 | null | Exception documented and approved |
SI000154 | 2025-12-10 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 68.8 | 3 | 158.3 | Health:25.8;Energy:13.3;Tech:31.7;Consumer:21.5;Comm:7.7 | Weapons:5.0% | 0 | null | ScreenHits | Weapons revenue exposure | CRBN | 31 | Divest | Screen breach remediation | null | 72.3 | 146.5 | Internal | 68 | 74 | Rejected | Client mandate confirmed at onboarding |
SI000155 | 2024-10-29 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 80 | 1 | 73.5 | Financials:18.9;Industrials:20.3;Utilities:16.7;RealEstate:10.6;Materials:19.3;Consumer:14.3 | null | 4 | SHEL;RIO;XOM;TSLA | null | null | null | 17 | Defer | Within mandate; monitor | null | 80.9 | 70.8 | Internal | 239 | 96 | Approved | Weekly ESG data refresh applied |
SI000156 | 2025-10-26 | US | ESGScore>=65;NoTobacco;NoPalmOil | 68.3 | 4 | 199.5 | Health:18.3;Comm:13.4;Consumer:13.7;RealEstate:7.8;Utilities:6.6;Materials:22.7;Financials:17.5 | null | 0 | null | null | null | null | 7 | Defer | Within mandate; monitor | null | 68.7 | 189.8 | VendorB | 261 | 74 | null | Exception documented and approved |
SI000157 | 2025-10-05 | US | ESGScore>=65;NoTobacco;NoPalmOil | 68.1 | 1 | 187.6 | Energy:29.7;Materials:19.4;Health:27.1;Utilities:23.8 | ThermalCoal:1.0%;Tobacco:0.5% | 4 | MO;BHP;PM;META | ScreenHits | Tobacco revenue exposure | SPYX;USXF | 27 | Replace | Screen breach remediation | null | 69.7 | 167.9 | VendorB | 137 | 74 | null | Weekly ESG data refresh applied |
SI000158 | 2025-07-19 | EU | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 49.6 | 0 | 287 | Materials:14.6;Tech:16.8;Energy:16.8;Health:22.5;Consumer:29.2 | PalmOil:5.0% | 0 | null | CarbonCap | Carbon>100.0 | ESGE | 36 | Underweight | Reduce carbon intensity | null | 52.4 | 271.9 | VendorA | 313 | 85 | null | Vendor data cross-checked |
SI000159 | 2025-03-25 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 69.1 | 4 | 316.4 | Consumer:12.7;Health:34.7;Materials:21.4;Tech:31.3 | ThermalCoal:10.0%;PalmOil:0.5% | 3 | BA;BTI;PM | ScreenHits | Carbon>150.0;Thermal coal revenue exposure | XESG;ESGU;ESGD | 21 | Divest | Screen breach remediation | null | 69.4 | 287.5 | VendorB | 319 | 90 | Rejected | Policy reviewed by compliance |
SI000160 | 2025-05-18 | US | ESGScore>=65;NoTobacco;NoPalmOil | 62.6 | 3 | 214.6 | Industrials:16.3;Materials:7.6;Financials:11.0;Health:21.1;Utilities:19.3;Tech:24.7 | Weapons:1.0% | 1 | SHEL | ESGFloor | ESG<65 | ESGE;SPYX | 19 | Underweight | Raise portfolio ESG score | null | 62.7 | 198.6 | VendorA | 89 | 78 | SuggestedEdits | Exception documented and approved |
SI000161 | 2025-05-19 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 84.7 | 2 | 135.2 | RealEstate:10.7;Industrials:20.3;Utilities:14.2;Materials:15.8;Financials:23.7;Comm:15.3 | Weapons:2.5% | 0 | null | ScreenHits | Weapons revenue exposure | ESGD;SPYX | 30 | Replace | Screen breach remediation | null | 88.4 | 112.2 | VendorC | 199 | 72 | null | Weekly ESG data refresh applied |
SI000162 | 2024-10-10 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 71.5 | 4 | 190.7 | Tech:7.3;Consumer:22.5;Comm:27.2;Financials:11.9;Energy:13.5;Health:17.5 | Weapons:0.5% | 3 | RIO;AAPL;PM | CarbonCap | Controversy>2;Carbon>100.0 | LOWC | 38 | Engage | Reduce carbon intensity | Escalate to vote;Send engagement letter;Set KPI targets | 73.6 | 170.4 | VendorC | 290 | 85 | Approved | Vendor data cross-checked |
SI000163 | 2024-08-09 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 52 | 0 | 275.1 | Consumer:25.0;Health:5.4;Energy:5.5;Utilities:24.9;Industrials:23.9;Comm:6.3;Materials:8.9 | null | 0 | null | null | null | null | 18 | Defer | Within mandate; monitor | null | 52.7 | 266 | VendorC | 356 | 97 | null | Exception documented and approved |
SI000164 | 2025-11-16 | EU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 62 | 3 | 108.7 | Health:31.9;Utilities:22.9;Materials:16.8;Consumer:28.4 | null | 2 | RIO;ADM | null | null | null | 13 | Defer | Within mandate; monitor | null | 62 | 105.6 | VendorB | 253 | 70 | Approved | Vendor data cross-checked |
SI000165 | 2025-08-22 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 78.3 | 5 | 309.4 | Materials:23.6;Energy:23.3;Comm:12.7;Financials:18.7;Utilities:5.4;Health:16.3 | Weapons:1.0% | 2 | MO;NEM | ScreenHits | Carbon>150.0;Weapons revenue exposure | SPYX;GRNB;ESGD | 27 | Underweight | Screen breach remediation | null | 79.6 | 293.8 | VendorA | 170 | 99 | Approved | Client mandate confirmed at onboarding |
SI000166 | 2024-12-31 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 68.8 | 2 | 200.3 | Industrials:20.3;Utilities:17.5;Materials:14.4;Financials:24.1;RealEstate:23.6 | null | 1 | BTI | CarbonCap | Carbon>150.0 | ESGU;GRNB;CRBN | 32 | Engage | Reduce carbon intensity | Escalate to vote;Set KPI targets;Send engagement letter | 69.6 | 181 | VendorC | 97 | 74 | Rejected | Client mandate confirmed at onboarding |
SI000167 | 2024-12-16 | EU | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 50.2 | 2 | 167.1 | Health:9.2;Energy:17.5;Consumer:10.5;RealEstate:17.4;Materials:10.9;Financials:20.6;Comm:13.8 | null | 1 | ADM | CarbonCap | Carbon>150.0 | ESGU;ESGD;ESGE | 18 | Engage | Reduce carbon intensity | Send engagement letter;Quarterly check-ins;File shareholder proposal;Request disclosure improvement | 51.6 | 157.6 | VendorB | 335 | 83 | null | Client mandate confirmed at onboarding |
SI000168 | 2024-08-22 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 45.3 | 4 | 178.1 | Materials:23.7;Consumer:9.5;RealEstate:27.3;Utilities:26.7;Health:12.8 | null | 0 | null | Controversy | Controversy>3 | ESGE;ESGU | 22 | Divest | Manage controversy risk | null | 45.6 | 180.6 | VendorA | 186 | 70 | SuggestedEdits | Client mandate confirmed at onboarding |
SI000169 | 2025-06-15 | CA | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 78 | 1 | 165.7 | Materials:31.4;Utilities:31.8;Industrials:11.3;Energy:25.5 | ThermalCoal:0.5% | 1 | BA | null | null | null | 18 | Defer | Within mandate; monitor | null | 79.1 | 158.9 | VendorB | 365 | 98 | null | Client mandate confirmed at onboarding |
SI000170 | 2025-03-27 | AU | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 84.6 | 3 | 242.2 | Utilities:7.6;Health:21.2;RealEstate:29.4;Industrials:22.2;Comm:19.6 | ThermalCoal:1.0% | 0 | null | null | null | null | 17 | Defer | Within mandate; monitor | null | 84.3 | 234.6 | VendorC | 171 | 94 | null | Client mandate confirmed at onboarding |
SI000171 | 2025-12-05 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 67.3 | 2 | 265.2 | Industrials:19.4;Energy:21.9;Financials:8.6;Consumer:32.5;Tech:17.7 | null | 2 | RIO;MSFT | CarbonCap | Carbon>100.0 | XESG;GRNB | 7 | Replace | Reduce carbon intensity | null | 68 | 231.5 | VendorA | 317 | 80 | null | Vendor data cross-checked |
SI000172 | 2025-04-05 | CA | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 62.3 | 4 | 101.1 | Industrials:17.0;RealEstate:7.9;Materials:7.9;Comm:18.0;Health:25.5;Tech:23.6 | Weapons:5.0% | 0 | null | ScreenHits | Weapons revenue exposure | ESGD | 25 | Underweight | Screen breach remediation | null | 65.1 | 93.8 | VendorA | 65 | 88 | null | Policy reviewed by compliance |
SI000173 | 2025-01-23 | US | ESGScore>=65;NoTobacco;NoPalmOil | 45.7 | 1 | 171.9 | Consumer:38.2;Utilities:27.1;Industrials:8.1;Tech:26.5 | Weapons:0.5% | 0 | null | ESGFloor | ESG<65 | SUSA | 31 | Underweight | Raise portfolio ESG score | null | 47.2 | 161.9 | Internal | 178 | 88 | SuggestedEdits | Weekly ESG data refresh applied |
SI000174 | 2024-12-26 | CA | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 59.2 | 5 | 217.7 | Utilities:14.6;Industrials:8.8;RealEstate:8.8;Consumer:26.2;Tech:28.6;Financials:13.0 | PalmOil:5.0% | 0 | null | Controversy | Controversy>3 | USXF;XESG;LOWC | 20 | Divest | Manage controversy risk | null | 60.4 | 211.3 | VendorC | 229 | 71 | SuggestedEdits | Weekly ESG data refresh applied |
SI000175 | 2024-09-04 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 53.9 | 0 | 192.5 | Health:7.7;Utilities:27.1;Materials:22.3;Financials:17.0;RealEstate:17.3;Consumer:8.6 | ThermalCoal:2.5%;Weapons:0.5% | 0 | null | ScreenHits | ESG score below ESGOnly baseline;Weapons revenue exposure | ESGU | 36 | Replace | Screen breach remediation | null | 57.7 | 162.8 | VendorC | 114 | 73 | Rejected | Weekly ESG data refresh applied |
SI000176 | 2025-03-11 | SG | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 76.5 | 0 | 78.5 | Tech:21.2;Consumer:36.2;Health:29.0;Industrials:13.6 | ThermalCoal:1.0%;Tobacco:15.0% | 2 | NEM;AAPL | ScreenHits | Thermal coal revenue exposure | LOWC;USXF;SPYX | 10 | Divest | Screen breach remediation | null | 79.2 | 66 | Internal | 142 | 74 | null | Vendor data cross-checked |
SI000177 | 2025-11-06 | UK | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 60.5 | 4 | 221.1 | Utilities:12.8;Materials:8.0;Comm:9.8;Tech:11.0;Energy:19.0;Consumer:18.3;Industrials:21.1 | null | 0 | null | Controversy | Controversy>3 | SUSA;ESGU;USXF | 22 | Engage | Manage controversy risk | Set KPI targets;Quarterly check-ins;Request disclosure improvement | 64.1 | 214.4 | Internal | 297 | 96 | SuggestedEdits | Vendor data cross-checked |
SI000178 | 2025-01-30 | SG | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 56.3 | 1 | 115.5 | Industrials:23.9;Financials:8.4;RealEstate:23.0;Comm:13.3;Materials:19.9;Utilities:5.2;Health:6.2 | null | 1 | ADM | null | null | null | 8 | Defer | Within mandate; monitor | null | 57.3 | 112.1 | VendorA | 159 | 71 | null | Weekly ESG data refresh applied |
SI000179 | 2025-11-06 | UK | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 61 | 4 | 296.3 | Industrials:12.5;Utilities:9.6;Tech:28.7;Energy:13.8;RealEstate:14.2;Comm:21.1 | null | 0 | null | CarbonCap | Carbon>150.0 | USXF | 20 | Underweight | Reduce carbon intensity | null | 62.8 | 248.2 | Internal | 94 | 71 | null | Weekly ESG data refresh applied |
SI000180 | 2024-09-20 | CA | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 63.2 | 2 | 255 | Health:12.4;Financials:21.4;Comm:14.1;Materials:15.1;Consumer:18.4;Energy:18.6 | null | 1 | NEM | CarbonCap | Carbon>150.0 | DSI | 15 | Underweight | Reduce carbon intensity | null | 63.6 | 240.1 | VendorA | 218 | 78 | SuggestedEdits | Exception documented and approved |
SI000181 | 2024-12-02 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 77 | 2 | 144.6 | Materials:39.6;Tech:8.4;Utilities:18.5;Comm:33.6 | Weapons:1.0% | 0 | null | ScreenHits | Weapons revenue exposure | ESGU | 22 | Divest | Screen breach remediation | null | 78.8 | 136.5 | VendorC | 343 | 89 | null | Vendor data cross-checked |
SI000182 | 2024-10-05 | SG | ESGScore>=65;NoTobacco;NoPalmOil | 83.9 | 1 | 183.4 | Tech:11.1;Comm:20.4;Consumer:27.2;RealEstate:41.2 | null | 0 | null | null | null | null | 18 | Defer | Within mandate; monitor | null | 84.2 | 176.5 | VendorA | 233 | 78 | Approved | Exception documented and approved |
SI000183 | 2025-08-07 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 58.6 | 5 | 79.6 | RealEstate:21.9;Tech:14.6;Comm:14.7;Health:20.9;Energy:12.5;Financials:15.4 | ThermalCoal:5.0%;Tobacco:5.0% | 0 | null | Controversy | Controversy>2 | CRBN;SPYX;ESGU | 22 | Divest | Manage controversy risk | null | 62.2 | 78.6 | VendorA | 141 | 82 | null | Vendor data cross-checked |
SI000184 | 2024-11-25 | US | ESGScore>=65;NoTobacco;NoPalmOil | 57 | 0 | 217.3 | Health:15.7;Comm:19.7;Energy:19.4;Materials:21.7;Utilities:23.4 | PalmOil:5.0% | 3 | ADM;MO;RIO | ESGFloor | ESG<65 | GRNB;ESGD | 24 | Replace | Raise portfolio ESG score | null | 58.9 | 199.1 | VendorA | 144 | 76 | null | Weekly ESG data refresh applied |
SI000185 | 2025-09-13 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 56.9 | 4 | 235.9 | Health:27.4;Comm:6.9;Materials:24.4;Tech:12.9;Industrials:28.4 | null | 1 | LMT | Controversy | Controversy>3 | XESG | 19 | Underweight | Manage controversy risk | null | 59.8 | 227.7 | VendorC | 37 | 99 | Approved | Vendor data cross-checked |
SI000186 | 2025-12-11 | US | ESGScore>=65;NoTobacco;NoPalmOil | 77.9 | 5 | 73.3 | Tech:21.9;Consumer:19.3;Industrials:8.2;Materials:18.2;Utilities:24.4;Health:8.0 | null | 1 | NEM | null | null | null | 9 | Defer | Within mandate; monitor | null | 78.2 | 71.2 | VendorB | 323 | 74 | Approved | Client mandate confirmed at onboarding |
SI000187 | 2025-08-10 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 77.9 | 4 | 238.1 | Tech:12.3;Comm:9.9;Materials:23.5;Industrials:23.5;Health:10.3;RealEstate:20.5 | Weapons:0.5% | 0 | null | ScreenHits | Controversy>3;Weapons revenue exposure | LOWC | 27 | Underweight | Screen breach remediation | null | 81.9 | 197.3 | Internal | 177 | 72 | Approved | Weekly ESG data refresh applied |
SI000188 | 2025-03-11 | AU | ESGScore>=65;NoTobacco;NoPalmOil | 49 | 5 | 311.8 | Materials:10.5;Health:17.1;Tech:21.4;Financials:14.0;Energy:6.8;Consumer:16.5;Industrials:13.8 | null | 0 | null | ESGFloor | ESG<65 | ESGD;DSI;ESGU | 29 | Replace | Raise portfolio ESG score | null | 52.9 | 262.7 | VendorA | 155 | 71 | null | Policy reviewed by compliance |
SI000189 | 2025-05-06 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 78.8 | 3 | 227.6 | Consumer:16.7;Materials:8.3;Health:19.3;Tech:8.8;Energy:17.9;Financials:12.0;Comm:17.0 | Weapons:0.5%;PalmOil:2.5% | 1 | BA | ScreenHits | Weapons revenue exposure | ESGE;XESG | 14 | Replace | Screen breach remediation | null | 79.5 | 200.4 | Internal | 320 | 93 | Rejected | Client mandate confirmed at onboarding |
SI000190 | 2024-10-24 | US | ESGScore>=65;NoTobacco;NoPalmOil | 56.4 | 0 | 218 | Tech:17.2;Energy:22.0;Materials:19.3;Financials:20.2;Health:21.2 | ThermalCoal:2.5%;Weapons:0.5% | 0 | null | ESGFloor | ESG<65 | CRBN;XESG | 11 | Replace | Raise portfolio ESG score | null | 56.8 | 202.8 | VendorB | 102 | 77 | SuggestedEdits | Vendor data cross-checked |
SI000191 | 2025-03-24 | US | NetZeroAligned;CarbonIntensity<=100;Controversy<=2 | 78.4 | 1 | 106.8 | RealEstate:28.2;Tech:14.0;Comm:7.9;Financials:11.8;Industrials:13.4;Consumer:24.8 | null | 0 | null | CarbonCap | Carbon>100.0 | XESG;ESGD | 34 | Underweight | Reduce carbon intensity | null | 79.3 | 96.4 | VendorB | 62 | 92 | Approved | Exception documented and approved |
SI000192 | 2025-04-09 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 62.1 | 3 | 157.2 | Industrials:9.4;Comm:22.5;Tech:17.0;Utilities:24.9;Energy:26.2 | ThermalCoal:0.5% | 1 | PM | ScreenHits | Carbon>150.0;Thermal coal revenue exposure | USXF;LOWC | 30 | Replace | Screen breach remediation | null | 66.1 | 131.8 | Internal | 93 | 84 | Approved | Weekly ESG data refresh applied |
SI000193 | 2025-04-20 | US | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 59.3 | 0 | 265.1 | Consumer:27.9;Energy:17.7;Comm:31.2;Health:23.1 | Weapons:1.0%;PalmOil:1.0% | 0 | null | ScreenHits | Weapons revenue exposure | LOWC;CRBN;XESG | 29 | Replace | Screen breach remediation | null | 62.4 | 217.6 | VendorC | 33 | 87 | null | Client mandate confirmed at onboarding |
SI000194 | 2025-08-30 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 46.5 | 0 | 268.5 | Consumer:20.8;Tech:11.4;RealEstate:22.4;Materials:22.6;Comm:22.8 | Tobacco:10.0% | 2 | MO;RTX | null | null | null | 4 | Defer | Within mandate; monitor | null | 46.9 | 269 | Internal | 288 | 83 | null | Vendor data cross-checked |
SI000195 | 2025-02-08 | EU | SFDR_Art8;NoWeapons;NoThermalCoal;Controversy<=3 | 78 | 0 | 92.7 | Financials:31.2;Utilities:11.0;Comm:15.7;Health:26.5;Energy:15.6 | Weapons:5.0% | 0 | null | ScreenHits | Weapons revenue exposure | GRNB;SUSA;USXF | 31 | Replace | Screen breach remediation | null | 81 | 77.8 | VendorB | 215 | 85 | null | Weekly ESG data refresh applied |
SI000196 | 2024-07-08 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 78.1 | 0 | 157.8 | Industrials:39.9;Energy:16.6;Financials:12.4;Materials:31.2 | null | 0 | null | CarbonCap | Carbon>150.0 | GRNB;SPYX;XESG | 23 | Underweight | Reduce carbon intensity | null | 78.6 | 144.2 | VendorA | 67 | 74 | Approved | Weekly ESG data refresh applied |
SI000197 | 2024-07-31 | UK | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 50.5 | 5 | 303.8 | Industrials:19.3;Health:17.4;RealEstate:15.0;Materials:21.2;Comm:15.9;Financials:11.1 | PalmOil:5.0% | 0 | null | CarbonCap | Carbon>150.0 | USXF;GRNB | 25 | Replace | Reduce carbon intensity | null | 52.5 | 279.3 | VendorB | 87 | 90 | SuggestedEdits | Vendor data cross-checked |
SI000198 | 2024-09-27 | US | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 68.2 | 3 | 318 | Comm:12.3;Health:30.9;Industrials:30.7;Utilities:26.1 | null | 0 | null | null | null | null | 12 | Defer | Within mandate; monitor | null | 68.7 | 308.2 | VendorA | 205 | 94 | Approved | Exception documented and approved |
SI000199 | 2025-08-15 | US | CarbonIntensity<=150;NoThermalCoal;NoWeapons | 68.3 | 1 | 143.2 | Financials:22.0;Health:10.5;Tech:15.8;Materials:8.3;RealEstate:19.0;Comm:24.3 | ThermalCoal:0.5%;PalmOil:0.5% | 2 | BTI;MSFT | ScreenHits | Thermal coal revenue exposure | SUSA;ESGU | 10 | Replace | Screen breach remediation | null | 69.8 | 124.4 | VendorB | 178 | 91 | null | Client mandate confirmed at onboarding |
SI000200 | 2025-05-10 | UK | ESGOnly;NoWeapons;NoTobacco;Controversy<=3 | 48.5 | 0 | 177 | Health:33.9;Energy:15.1;Financials:22.6;Consumer:28.4 | ThermalCoal:0.5% | 0 | null | ESGFloor | ESG score below ESGOnly baseline | GRNB;XESG;SPYX | 20 | Engage | Raise portfolio ESG score | Quarterly check-ins;File shareholder proposal;Request disclosure improvement;Escalate to vote | 51.1 | 169.4 | Internal | 115 | 86 | SuggestedEdits | Client mandate confirmed at onboarding |
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