Use the dropdown menu to search by company, people, industry and more.
Bloomberg
Type {ticker symbol} <EQUITY> FA <GO> to see ESG and executive compensation data by company. Or type {ticker symbol} <EQUITY> ESG <GO> to see ESG ratings from Bloomberg as well as outside scores. Click into the values to find additional data.
Available in the Duda Family Business Library. Use the Excel Add-In to obtain and organize Bloomberg data in spreadsheets. Information about the Bloomberg Certification program.
Search by company name or ticker. Expand the Activism, Management & Governance menu and select Corporate Governance Profile, includes the FactSet SharkRepellent Bulletproof Rating. To see relationships for Board Members, choose Management & Board from the menu, then click on a person and select Relationships.
Use the FactSet Excel add-in for additional data functionality, available from a limited number of dedicated computers in the Duda Family Business Library that don't require an individual account.
View the Finding Financials tutorial for more insights.
Morningstar Direct
Search by fund. Within the fund report, see sustainability ratings and Morningstar Carbon Metrics. Alternately, go into Workspace and open a saved list to see the Sustainability datasets and filter between the ESG data points.
Available in the Duda Family Business Library. Allows for 38 simultaneous users. ***NOTE: To access Morningstar Direct, sign in with the username and password found in the Box folder.***
Review global trends in corporate responsibility reporting. Use the Filter your Insights section choose Insights -- Sustainability -- Corporate responsibility reporting.
