Each instrument page provides the ability to view the company of interest along with several peer companies that are in the same industry group and market cap but rather than with conventional financial metrics, this comps tool provides you with ESG scores, SDG scores, and some environmental, social and governance revenue normalized scores.

The module provides five tabs:

  1. The ESG Score Tab

  2. The SDG Alignment Tab

  3. The Environmental Tab

  4. The Social Tab

  5. The Governance Tab

The ESG Score Tab

When you click on the ESG Score, you will see the total ESG Score, the average of the E, S, and G pillars. Please see our Scoring Methodology Explainer for further details on what a Z-score is, its meaning, and how it might be used in conjunction with other features in the YvesBlue Application.

A score that is displayed with a red color indicates that the company’s ESG score is less than 50. A score that is displayed with a green color indicates that the company’s ESG score is greater than 50. The scores are displayed as a gradient, so higher, and lower Z-score values display a more intense color hue.

The SDG Alignment Tab

The scores provided in this tab are the percent alignment of that company to 16 UN Sustainable Development Goals or SDGs. We know that SDGs are actually meant for countries to apply on a macro scale, but investors want to know if the companies in their portfolios are somehow relevant to these broad themes in a general sense. For example, a company with very low water usage in an otherwise water-intensive industry should be aligned to SDG 6 Clean Water and Sanitation. Conversely, a very energy-intensive company relative to its industry won't be very aligned to SDG 12 Responsible Consumption and Production. We also make modifications based on the market segment. For example, Hannon Armstrong Sustainable Infrastructure Inc. (HASI, NYSE) aligns with SDGs 7 and 13 for carbon reduction and climate action.

In this model, YvesBlue has selected a small group of at least 3 Refinitiv metrics that would be relevant to determining alignment. Then for each SDG, the model measures how well the company has been performing against these metrics. The Peers Module shows you the percent alignment to each of the 16 SDGs. You can compare that to similar companies we have provided, or you can select your own.

The scores are displayed as a gradient, so higher, and lower Z-score values display a more intense color hue.

Peer Analysis Environmental, Social, and Governance Tabs

The Environmental Scores Peers Tab provides key metrics in the E pillar for which many investors have asked. At the top, the E pillar total score is provided from the YB ESG scores; each row below shows the company's Z-score.

Below each color-scaled Z-Score score will be a range of the raw data that is one-half standard deviation above to one-half standard deviation below the company's Z-Score to indicate the range of company Z-Scores on either side of the company in question. For example, if the company has a Z-score of 50, a half std. dev. move to the left captures a Z-Score of 49.99 and a half std. dev. to the right captures a 51.2 meaning a move by a half std. dev. in either direction might not be normally distributed.

A score that is displayed with a red color indicates that the company’s Environmental score is less than 50. A score that is displayed with a green color indicates that the company’s Environmental score is greater than 50. The scores are displayed as a gradient, so higher, and lower Z-score values display a more intense color hue.

This occurs the same way for the metrics in the S and G tabs.

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