ESG Scoring using 500 different metrics


At Wharton Wealth Planning we can use ESG scores (from a leading provider) that are designed to transparently and objectively measure a company’s relative ESG performance, commitment and effectiveness across 10 main themes (emissions, environmental product innovation, diversity and inclusion, human rights, shareholders, etc.) based on publicly-reported data. The ESG scores are used to assess materiality across industries, while serving as an objective, impartial and trusted assessment of the importance of each ESG theme to different industries. 

The ESG scoring methodology we use has been made in consultation with market participants (sustainable finance professionals at institutional investment firms, academics, regulators, and investment banks) through discussions about sustainable investing and what is required to encourage and accurately reflect the integration of ESG data into investment strategies.