ESG Data Menu for the Diversity of Sustainability Investors

Constellation believes that no two investors bring the same values or priorities to their interest in sustainability – and therefore no single set of ESG metrics will serve the diverse needs of the entire investor community.  Constellation’s sustainability data matrix thus offers a menu of refined ESG metrics that promises to meet the needs of a wide range of sustainability-minded investors.  Instead Constellation has developed a carefully curated and methodologically rigorous core set of environmental, social, and governance metrics including maturity curve analyses and measures of momentum on critical sustainability issues.

Refined ESG Data Feed

Constellation will offer a new framework of corporate ESG metrics and ratings that go beyond todays static metrics and incorporate a more dynamic ESG framework that reflects sustainability Maturity and Momentum. Constellation’s ESG metrics have been:

  • cleaned up to eliminate data anomalies and errors

  • normalized for improved comparative analysis

  • structured to highlight measured as opposed to modeled indicators

  • carefully controlled for non-reporting and missing data points

  • built out for greater data coverage using sophisticated gap-filling protocols

  • evaluated for reliability and various degrees of verification

Maturity and Momentum (M2) Sustainability Scorecard

This breakthrough analytic tool offers a data-driven and easy-to-use way to differentiate industry leaders on sustainability issues from laggards.  It places companies into a 2x2 matrix based on their sustainability vision and strategy execution.  The Scorecard thus provides a way to spotlight those companies that are Leaders in sustainability alongside those which are not yet leading but whose clear aspirations mark them as Risers.  It further provides a way to highlight companies that are paying attention to sustainability issues but from a defensive strategic posture.  And it provides a further separation of these Defenders from the true Laggards who have not yet taken sustainability issues seriously.

                     M2 Sustainability Scorecard


Portfolio Analyzer

Constellation has under development a sustainability portfolio analyzer that will help investors and investment advisors understand: (1) the range of sustainability issues across the spectrum of environmental, social, and governance concerns; (2) the sustainability performance of a stock portfolio; (3) the sustainability profile of mutual funds; and (4) how sustainability choices will affect the volatility and financial performance of their portfolios.