New SDI AOP dataset released: coverage increases to 9.258 entities

Across the globe, we are witnessing an increasing appetite for investing in the UN Sustainable Development Goals (SDGs). The availability of high-quality data to identify company contributions to the SDGs is a decisive factor in being able to implement Sustainable Development Investments (SDIs).

The SDI AOP was launched in 2020 and offers a framework (SDI AOP taxonomy) suitable for applications across asset classes. The taxonomy provides an overarching reference point for investors to apply to identify the primary positive and negative outcomes of their portfolios. It is designed to map specific products and services to the SDGs, using revenues and other exposure metrics to provide transparent, quantitative datapoints.

We work with our data science partner Entis to translate the SDI Taxonomy and guidance into the actual classification of entities using data from companies’ annual reports, financial reports, investor presentations, websites, and product pages. Artificial intelligence and machine learning, combined with human validation, provide scale and continuous improvement to the SDI dataset of companies’ contribution to the SDGs. For each data release, the asset owners review material changes and additions to the data to provide an extra layer of validation of the classification results.

Today we have released a new SDI Classification dataset. The universe was extended to include high yield bond issuers, in response to user demand and includes overall mutations in the SDI universe due to corporate actions (e.g. mergers, IPO’s) and classification rule refinements. We have also moved from a semi-annual to quarterly release cycle.

In the new dataset the coverage increases to 9.258 entities

Today we also extended our product offering with the SDI Innovation Outlook which quantifies the alignment of a company’s patent portfolio with the UN SDG’s.

In case of any questions related to the development and maintenance of the SDI taxonomy and guidance, SDI definitions and classification methodology or our research initiatives please send an email to info@sdi-aop.org

Would you like to learn more about our services are sign up as a subscriber to the SDI AOP Classification or SDI Innovation Outlook? Get in touch with our distribution partner Qontigo by email sdi@qontigo.com