A Bloomberg Terminal offering
Bloomberg
for Sustainable
Finance Analysis
Better identify ESG
risks & opportunities
using Bloomberg
Sustainable Finance
Conventional financial analysis is no longer enough. Long-term
investors demand more. Structural and systemic shifts, such as
climate change, resource scarcity, regulatory pressures and the
importance of human capital and diversity increasingly pose
material business risks and opportunities for issuers and investors
globally. Bloomberg’s Sustainable Finance Solutions offer objective,
transparent and rigorous insights to help asset owners, asset
managers, issuers, regulators and others capitalize on material
environmental, social and governance (ESG) issues.
• Bloomberg Professional Service Bloomberg Sustainable Finance
• Bloomberg Intelligence Bloomberg’s full suite of Sustainable
Finance Solutions empowers asset owners,
• Bloomberg New Energy Finance
asset managers, issuers, regulators and
• Bloomberg Indices more to identify, analyze and capitalize on
material business risks, such as climate risk
• Bloomberg Media and emerging sustainability opportunities,
such as the low carbon energy transition.
• Bloomberg BNA
• Bloomberg Government
Bloomberg ESG
Bloomberg’s comprehensive ESG data
set integrated with advanced analytics
and news drives fundamental ESG
analysis at the heart of Bloomberg
Sustainable Finance products.
2
Introducing
Bloomberg
Sustainable
Finance Solutions
Bloomberg Sustainable Finance Solutions integrate ESG risk and
opportunity analysis into your daily workflow. As a fully integrated
feature of the Bloomberg Terminal, ESG data is displayed alongside
fundamental data in the same screens that investors use every day.
Bloomberg supports your end-to-end workflow through ESG data,
unique analysis, advanced analytics tools as well as news by
a dedicated team of journalists focused on ESG issues.
As the number of ESG and sustainability-themed fund and index
products grow, Bloomberg’s in-depth research and analysis tools
help identify the products that align with investment objectives
and customize indices to best meet investor goals and asset
owner mandates.
Bloomberg Sustainable Finance Solutions:
I. Integrate ESG risks - Integration process
and opportunities into and idea generation
fundamental analysis - Security screening and selection
- Company performance analysis
and scoring
II. Analyze, monitor and report on - ESG exposure and
portfolios performance analysis
- Portfolio-level ESG reporting
- ESG news monitoring
III. Leverage fund and index products - Fund research
- Index products
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Integrated ESG risks
& opportunities into
fundamental analysis
Integration process & idea generation
Bloomberg Intelligence (BI) and Bloomberg New Energy Finance
(BNEF) put data, analytics and insights at your fingertips to drive
idea generation, identify material ESG issues by industry and
inform investment strategy decisions.
BI provides in-depth analysis and data sets on industries and
companies across various sectors, as well as the government, credit,
litigation and economic factors that can impact decision-making.
BNEF provides research and long-term forecasts, global in-depth
analysis and independent proprietary views on the entire spectrum
of energy technologies and sectors — power and utilities, gas, carbon
markets & climate negotiations, transport, renewable energy, energy
smart technologies and storage.
BI ESG <GO>
Provides unique news and data-driven
insights into sustainability themes
that present material business risks
and opportunities for industries and
companies, including, but not limited
to, climate change, human capital
and diversity, corporate governance
and executive compensation issues.
4
Industry Primers on BI ESG highlight which sustainability factors are truly value drivers.
Examine how the issues have evolved over time. At the same time, incorporate unique
data sets and interactive charts into your own analysis.
Steel Company Primer
5
BNEF <GO>
Synthesizes the most sophisticated new energy data into clear narratives that frame the financial, economic
and policy implications of emerging energy technologies. BNEF research allows you to connect the dots to
investment ideas and draw unique conclusions from large and complex data sets.
6
Green bonds
BNEF’s finance experts offer in-depth research on the rapidly growing and evolving green bond market. From
issuance trends to use of proceeds analyses, BNEF green bonds data is driven by Bloomberg’s comprehensive and
ever-growing green bond database and Bloomberg’s market-leading fixed income analytics. Beyond green bonds,
analyze and identify the widest range of fixed income instruments associated with sustainability opportunities.
Is there any stopping the green bond market?
ABS Project US municipal Corporate Supranational,sovereign
& agency
Half-year green bond insurance
% billions
2013 2014 2015 2016 2017
80
Type H1 H2 H1 H2 H1 H2 H1 H2 H1
70
SSA 1.7 6.1 7.0 10.3 7.3 11.7 10.3 10.5 23.2
60
Corp 0.0 2.9 9.0 4.8 9.3 10.0 20.4 37.3 26.3
50
US muni 0.2 0.2 0.2 2.2 1.8 2.0 3.1 3.6 5.1
40
Project 2.3 1.6 0.0 0.6 1.7 3.4 1.2 2.0 1.7
30
ABS 0.0 0.2 2.0 0.9 1.6 0.936 3.2 4.3 12.0
20
10
Total 4.1 11.0 18.2 18.7 21.7 28.0 38.1 57.6 68.2
0
1h 2h 1h 2h 1h 2h 1h 2h 1h 2h 1h 2h 1h
2011 2012 2013 2014 2015 2016 2017
Quarterly green bond insurance
% billions
2014 2015 2016 2017
40
Type Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2
35
SSA 5.0 2.6 5.9 3.8 4.5 2.7 4.8 6.9 6.1 4.2 4.5 6.6 13.0 11.1
30
Corp 2.6 7.0 2.2 1.8 2.3 7.1 2.1 7.8 10.2 10.2 17.7 19.6 13.7 13.8
25
US muni 0.0 0.2 1.0 1.2 1.0 0.8 1.6 0.4 0.9 2.3 1.5 2.1 1.5 3.6
20
Project 0.0 0.0 0.0 0.5 1.7 0.0 1.8 1.6 0.1 1.1 0.6 1.4 0.9 0.7
15
ABS 1.9 0.2 0.7 0.3 0.0 1.5 0.6 0.4 0.9 2.5 1.3 2.8 4.9 7.1
10
5
Total 9.6 10.1 9.7 7.67 9.6 12.1 10.9 17.0 18.1 20.2 25.6 32.4 34.0 36.3
0
1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q
2013 2014 2015 2016 2017
Source: Bloomberg New Energy Finance. Note: *H1 2017 is H1 2017 to date, the number is not extrapolated
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Security screening & selection
Bloomberg-integrated analytics tools include equity and fixed
income screening for quick insights into companies that meet
specified ESG criteria.
Use EQS <GO> to generate unique investment ideas combining Bloomberg ESG and financial data with security
screening. EQS <GO> features both ready-made ESG searches and user-customizable fundamental and ESG data.
Any screened universe can be built on EQS and easily integrated throughout Bloomberg analytics, including in ESG
news controversy alerts and portfolio and risk analysis tools.
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EQBT <GO>
Enables back-testing of investment ideas to see how ESG screens would have impacted
historical performance.
SRCH <GO>
Enables bond screening for green, social and sustainability-labeled bonds and issuers.
Any saved universe can be easily integrated into portfolio and risk analysis tools.
9
Company performance analysis & scoring
Gain insights on risks and opportunities for over 9,000
companies across 60 countries based on company-reported ESG
data. Bloomberg also offers third-party partner data and scores.
Generate proprietary issuer ESG scores with full transparency
using Bloomberg analytics and ESG data.
ESG <GO>
Provides a quick snapshot of a company’s historical ESG performance using the most material and best-reported
metrics, third-party ESG scores. Analyze improving or lagging ESG performance vs. peers and history.
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XLTP XSCR <GO>
Generates transparent ESG performance scores to assess company and portfolio ESG performance
with options for user-customized, sector-specific weightings and ESG momentum factors.
MGMT <GO>
Bring transparency to company governance with real-time updates on Board and management
information. Evaluate Board independence, diversity and suitability and identify potential conflicts of
interest. Track performance by specific management teams and follow those managers through their
transitions to other companies.
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Analyze,
monitor & report
on portfolios
ESG exposure & performance analysis
PORT <GO>
Analyze the ESG performance of your portfolio against a benchmark on key metrics with
Bloomberg’s Portfolio & Risk Analytics solution. Analyzes current and historical performance
of portfolios on an absolute basis or relative to a benchmark.
Portfolio-level ESG reporting
XLTP XPCF <GO>
Measure and compare a portfolio’s
carbon footprint against a benchmark,
even when companies don’t disclose
emissions data. The model brings
together overall portfolio exposures
with attribution analysis to give a full
understanding of carbon risk and
opportunities to reduce it.
12
ESG news monitoring
Bloomberg provides comprehensive, timely, trusted and actionable
news to drive investment decisions with confidence. Quickly and
easily tailor news curation to navigate critical ESG-related issues,
such as emerging controversies.
TOP ESG <GO>
Identifies trending and
most-read stories across
the spectrum of ESG issues.
Sample ESG Opportunity
Sample ESG Risks News Codes
News Codes
ACCFRAUD — Accounting Fraud BONGREEN — Green Bonds
ESGALTNRG — Renewables
RECALL — Product Recalls
Innovation & Investment
NLRT <GO>
HARASS — Workplace Discrimination Use news analysis tools to determine
GREENBUILD — Green Building
& Harassment the stories with the greatest impact
and set custom alerts to stay ahead of
price moves. Set custom alerts using
ESGTOXIC — Pollution & Spills GREENPROD — Green Products
NLRT <GO> on some of the sample
news codes below.
13
Leverage fund
research &
index products
Fund research
Bloomberg provides instant access to detailed data and information
on over 350,000 funds worldwide to select funds that meet ESG
and thematic investing criteria, seamlessly integrated with analytics.
With fund screening tools, identify products that align with client
requirements and mandates.
FSRC <GO>
Research and screen funds based on specific, customizable search criteria such as fund type, country of domicile,
clean energy attributes (e.g., adaptation, carbon markets) and general attributes (e.g., climate change).
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Index products
The Bloomberg Index family has expanded its fixed income index
offering with the Bloomberg Barclays Indices in 2016.
Bloomberg Barclays and MSCI collaborated to create the first ESG
fixed income indices in the market that incorporate measures of
ESG risk and involvement. Three primary methodologies: Socially
Responsible, Sustainability and ESG Weighted. Bloomberg Barclays
MSCI ESG Fixed Income Indices are available for Global, USD, EUR,
and GBP fixed-rate, investment-grade bond universes.
Review index membership on the
Terminal and benchmark your bond
portfolio against the Bloomberg
Barclays MSCI Fixed Income Indices.
Create index products based
on the Bloomberg Barclays
MSCI Fixed Income Indices by
customizing over 100 ESG fields.
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bloomberg.com/professional The data included in these materials are for illustrative purposes only. ©2017 Bloomberg L.P. DIG S25851 0917
