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Navigating the Maze: The Evolving Landscape of Sustainability Reporting

idealratings_admin — Sun, 21 Sep 2025 09:44:42 +0000

Companies today find themselves caught between heightened demands for transparency and an increasingly fragmented sustainability reporting landscape. Yet as requirements multiply, so do inconsistencies: competing methodologies create duplicative disclosures, while market expectations outpace regulatory timelines. This white paper examines the structural tensions driving this complexity.

By comparing prevailing approaches, we reveal where alignment exists and where divergence creates friction, resulting in redundant disclosures, inefficient processes, and diminishing clarity. It offers a practical lens for market stakeholders to evaluate, streamline, and reposition sustainability reporting as a source of strategic advantage.

Read Whitepaper

IdealRatings Recognized as a Top ESG Tech Innovator for the Second Time

idealratings_admin — Tue, 12 Nov 2024 08:54:03 +0000

IdealRatings has once again been named one of the world’s top 100 most innovative ESG technology companies for financial services by ESGFinTech100. This recognition underscores IdealRatings’ commitment to delivering cutting-edge ESG solutions that empower investors to make informed decisions and drive sustainable finance.

IdealRatings, Inc. Commits to ICMA’s Code of Conduct for ESG Ratings and Data Products Providers

idealratings_admin — Mon, 10 Jun 2024 08:13:58 +0000

IdealRatings, Inc. announces its commitment to the voluntary “Code of Conduct for ESG Ratings and Data Products Providers” developed by the International Capital Market Association (ICMA). The code aims to enhance transparency and trust in the ESG data and ratings market, while promoting good governance and robust systems and controls. The

IdealRatings demonstrates its commitment to upholding the utmost standards in ESG data provision by enrolling in ICMA’s Code of Conduct. Through this enrollment, IdealRatings affirms its alignment with The International Regulatory Strategy Group (IRSG) Code of Conduct for ESG Ratings and Data Products Providers, as well as the pertinent recommendations of the International Organization of Securities Commissions (IOSCO) for ESG Ratings and Data Products Providers. The company recognizes the importance of transparency, reliability, and accountability in driving sustainable investment decisions and fostering responsible business practices.

IdealRatings is actively conducting a thorough analysis of the various regulations, established by different jurisdictions, related to supervising ESG rating agencies, and it strongly endorses the overall objectives of these initiatives.

Bloomberg and IdealRatings Announce Sharia Compliant Indicator for Sukuk on Bloomberg Terminal

idealratings_admin — Tue, 19 Dec 2023 11:20:57 +0000

Dubai, 18 December 2023 – Bloomberg announced today with IdealRatings, a financial data provider specializing in Islamic finance solutions, the launch of Islamic/Sharia-compliant indicator for fixed income securities (Sukuk) on the Bloomberg Terminal. This indicator, designed by IdealRatings to comply with the Accounting and Auditing Organisation for Islamic Financial Institutions (AAOIFI) guidelines, marks a significant enhancement in the tools available to investors for identifying Shariah-compliant securities.

IdealRatings, known for its rigorous screening, plays a pivotal role in providing the newly launched Sukuk indicator to the Bloomberg Terminal, adhering to globally recognized AAOIFI standards. IdealRatings’ process involves assigning a clear pass, fail, or restricted status to each Sukuk, strictly following AAOIFI’s principles. This contribution is a significant addition to the Bloomberg Terminal’s capabilities in the area of Islamic finance, complementing the existing equities screening flag and enriching its analytical tools.

The demand for Islamic fixed-income securities, notably Sukuk, from global investors has been growing. According to Fitch Ratings, global Islamic Finance assets crossed $3.3 trillion in 2023, with strong growth expected in 2024. The global Sukuk issuance for the second quarter of 2023 also rose by 10% in core Islamic finance markets across the Middle East, Africa, and South Asia, further highlighting the sector’s growth and potential.

Giuseppe Netti, Regional Head of Bloomberg, Middle East & Africa said: “This launch represents a milestone in our commitment to developing sophisticated tools for Islamic finance. Our long-standing relationship with IdealRatings reflects our dedication to innovation and our ongoing effort to meet the diverse needs of global investors. The Islamic/Sharia-compliant indicator will empower investors with robust data and analytics, crucial for informed decision-making in the dynamic Islamic financial landscape.”

IdealRatings has been a trusted data contributor to Bloomberg for over a decade, and this collaboration is a testament to their combined expertise in financial data services and Islamic finance. The new dataset is poised to be a key resource for global investors seeking to explore opportunities in Islamic markets while adhering to Shariah principles.

Mohamed Donia, CEO of IdealRatings said: “The Bloomberg Sukuk indicator initiative represents a significant step forward in providing the industry with comprehensive and reliable data on Shariah-compliant fixed income securities. This collaboration further strengthens our commitment to delivering innovative solutions that meet the evolving needs of Bloomberg’s global client base.”

The Sukuk Shariah indicator is now available on the Bloomberg Terminal to customers worldwide.

-ENDS-

About Bloomberg

Bloomberg is a global leader in business and financial information, delivering trusted data, news, and insights that bring transparency, efficiency, and fairness to markets. The company helps connect influential communities across the global financial ecosystem via reliable technology solutions that enable our customers to make more informed decisions and foster better collaboration. For more information, visit Bloomberg.com/company or request a demo.

About IdealRatings

IdealRatings is a leading data and technology provider that empowers global investors, financial institutions, and data providers with an array of sustainable and faith-based investment solutions. IdealRatings provides data services, analytical tools, and reports for a global universe of equities, fixed income, and REITs with a mission to enable responsible investments worldwide. IdealRatings’ state of the art technology infrastructure offers over 10 million data points for diverse instruments backed by an experienced research team, proprietary methodology and robust guidelines customization engine. For more information, visit idealratings.com

IdealRatings has been selected in the ESGFinTech100 list for 2023

idealratings_admin — Tue, 07 Nov 2023 08:04:35 +0000

IdealRatings has been selected in the ESGFinTech100 list for 2023. This recognition highlights IdealRatings’ commitment to innovation and its contributions to sustainability and ESG objectives in the financial services. IdealRatings’ selection underscores its role as a driver of positive change and its support for financial institutions in their pursuit of ESG assessment and performance improvement strategies.

[New Book] Get Ready for the Future of Finance: The ESG Data Revolution is Here

idealratings_admin — Sun, 05 Mar 2023 10:05:07 +0000

Michael A Poisson has launched his new Amazon bestselling book, “The ESG Data Revolution: Sustainable Fuel For Tomorrow’s Business.” This guide to Environmental, Social and Governance (ESG) data has insights for organizations to explore the tools of this rapidly expanding field and tap into sustainability.

New York, United States – February 11, 2023 —

IdealRatings’ Managing Director Michael A Poisson just released a groundbreaking book, “The ESG Data Revolution: Sustainable Fuel for Tomorrow’s Business.” This comprehensive guide dives deep into the history and evolution of Environmental, Social, and Governance (ESG) data offering invaluable insight on its impact on finance.

Poisson is an established FinTech executive with a passion for corporate responsibility and ESG data. He has held senior executive positions at Investor Analytics, Cogency Software, and Sungard Treasury Systems and holds a BS in Management from Rensselaer Polytechnic Institute and a Certification in Corporate Social Responsibility from Rutgers University..

The ESG Data Revolution provides detailed explanations and useful tips to businesses looking to take advantage of this transformational field. By leveraging this book’s insights, readers gain an invaluable look at how businesses can seize the expansive opportunities presented by this rapidly expanding area with confidence and ease. According to Poisson: “The ESG Data Revolution provides an all-encompassing approach so that businesses can confidently understand the various aspects of ESG data usage. From understanding the mechanics of the industry to mastering the current trends driving it forward, this resource offers an insightful journey through this rapidly expanding area enabling you to accurately explore its cutting-edge tools.”

Poisson hopes that his book will provide readers with actionable advice so they can make informed decisions when tapping into sustainability as part of their business strategy going forward. With thorough research and thoughtful writing, he encourages organizations large or small to incorporate environmental stewardship into their operations for long-term success. The ESG Data Revolution is valuable for readers who are either just beginning their foray into this field or seasoned professionals looking to stay ahead of the curve.

You can order a copy of the book at: https://theesgdatarevolution.com/

FTSE Russell & IdealRatings launch FTSE IdealRatings Islamic Index Series

idealratings_admin — Tue, 19 Jul 2022 13:54:49 +0000

The new Index Series measures performance of global Islamic equities securities.
Index series based on IdealRatings’ research methodology and analyzes a wide range of companies’ business activities and revenue sources.
Index Series identifies more than 40 unique non-compliant categories as well as financial ratios of non-compliant activities.

FTSE Russell, a leading global index, data and analytics provider, announced today the launch of the FTSE IdealRatings Islamic Index Series in collaboration with IdealRatings.

The FTSE IdealRatings Islamic Index Series measures the performance of the global Islamic equity securities across global markets. FTSE Russell is the benchmark administrator of the index series while IdealRatings is responsible for in depth research to identify the compliance of the index series constituents.

The new index series is based on the methodology of IdealRatings that accurately analyzes companies’ business activities and revenue breakdown. More than 40 unique categories of Shariah compliant guidelines are also identified by the IdealRatings research methodology.

Arne Staal, Chief Executive Officer, FTSE Russell, said:

“We are pleased to announce the expansion of our existing Shariah suite of indices. We have developed this broad range of Shariah-compliant indices to offer additional depth and choice for global investors. The new series combine our high standards of benchmark index design and governance with a choice of robust screening and selection process based on Islamic principles.”

Mohamed Donia, Chief Executive Officer, IdealRatings, commented:

“We are delighted to announce the launch of a new suite of Shariah compliant indices that covers global markets. Our partnership with FTSE Russell offers a new suite of innovative Islamic finance investment products that meet the requirements of international Islamic investors and will provide market participants the flexibility to invest in accordance with their Islamic finance screening principles.”

The FTSE IdealRatings Islamic Index Series will be reviewed on a quarterly basis in March, June, September, and December. For more information on the FTSE IdealRatings Islamic Index Series, please click here

About FTSE Russell:

FTSE Russell is a global index leader that provides innovative benchmarking, analytics and data solutions for investors worldwide. FTSE Russell calculates thousands of indexes that measure and benchmark markets and asset classes in more than 70 countries, covering 98% of the investable market globally.

FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. Approximately $17.9 trillion is currently benchmarked to FTSE Russell indexes. For over 30 years, leading asset owners, asset managers, ETF providers and investment banks have chosen FTSE Russell indexes to benchmark their investment performance and create ETFs, structured products and index-based derivatives.

A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. FTSE Russell is focused on applying the highest industry standards in index design and governance and embraces the IOSCO Principles. FTSE Russell is also focused on index innovation and customer partnerships as it seeks to enhance the breadth, depth and reach of its offering.

FTSE Russell is wholly owned by London Stock Exchange Group.

For more information, visit www.ftserussell.com

About IdealRatings:

IdealRatings is a leading financial data and technology provider that empowers global asset managers, asset services, financial institutions and asset owners with an array of responsible investment solutions. IdealRatings provides its world class clients with innovative data services, analytical tools and reports for a global universe of equities, fixed income, and REITs with a mission to enable responsible investments worldwide. IdealRatings’ state of the art technology infrastructure offers over 10 million data points for diverse instruments backed by an experienced research team, proprietary methodology and robust guidelines customization engine

For more information, visit www.idealratings.com

Investics to Provide IdealRatings ESG Data

idealratings_admin — Wed, 25 May 2022 13:32:41 +0000

WESTON, MA, UNITED STATES, May 24, 2022. Investics Data Services Company, Inc. is pleased to announce an expansion of ESG data and analytics capabilities with the addition of Regulatory Data Sets from IdealRatings. This data set covers and maps announced/released Sovereigns’ sustainability-related guidelines, such as Sustainable Finance Disclosure Regulation (SFDR) and EU Taxonomy.

“IdealRatings has been among the industry leaders in the ESG data arena for over 16 years by providing more than 500 relevant data points emanating from some 10 million data entries across over 40,000 companies globally. With all that is taking place in the world today, IdealRatings data can help satisfy the need for ESG qualitative and quantitative measures segmented by company revenue, business involvement, UN Global Company Principles and countries of concern”, said William Pryor, President of Investics.

“It is a pleasure to partner with Investics, who bring their unique pre-modeled data management approach to the institutional investing community. With the additional coverage of IdealRatings, the Investics platform significantly increases its depth and breadth of ESG data available”, says Mohamed Donia, Co-founder and CEO of IdealRatings.

By accessing IdealRatings ESG data from Investics, subscribers will receive data which has been normalized, enriched, optimized and integrated with Open FIGI security identifiers to provide frictionless analytics ready, plug and play information for sustainable investing, portfolio and company analysis, risk management, compliance monitoring and regulatory, as well as other reporting use cases. These ESG datasets are available throughout the Investics Cloud Ecosystem© (ICE), including DARTS© data marketplace, Fusion© data fabric, IMPRES© calculation engine and Vision© data visualization capabilities.

Information on how to subscribe and access a free limited sample trial to this and other ESG services offered by Investics is available via AWS Marketplace by clicking here. For those licenced clients already subscribing to IdealRatings ESG data, access through the Investics Cloud Ecosystem© (ICE) can be provided with a “bring your own subscription” (BYOS) and for no additional data licensing charges.

Investics focuses on, and works in partnership with, the global institutional investor community offering native cloud investment data and analytics capabilities, managed services and consulting. With representatives globally and headquartered in Weston, Massachusetts on the outskirts of Boston along “America’s Technology Highway”, Investics has serviced clients with assets that now total over US$150 billion. To learn more about subscribing to any Investics offerings, please click here.

IdealRatings is a leading financial data and technology provider that empowers global asset managers, asset services, financial institutions, and asset owners with an array of responsible investment solutions. IdealRatings provides its world class clients with innovative data services, analytical tools, and reports for a global universe of equities, fixed income, and REITs with a mission to enable responsible investments worldwide. IdealRatings’ state of the art technology infrastructure offers over 10 million data points for diverse instruments backed by an experienced research team, proprietary methodology and robust guidelines customization engine. To learn more about IdealRatings, please visit www.idealratings.com.

For more information on Investics and our various products and services, please visit www.investics.com.

William Pryor
Investics Data Services Company, Inc.
+1 781-472-2163
info@investics.com
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Alerian S-Network Expands ESG Presence and Partnership with IdealRatings and Sanctuary Wealth

idealratings_admin — Sun, 20 Mar 2022 13:27:51 +0000

New York, NY (March 16, 2022) – Alerian S-Network Global Indexes, a leading index provider focused on building innovative index-based investment strategies, announced today an expansion of their ESG offering and partnership with gold source data provider, IdealRatings.

Alerian S-Network’s partnership with IdealRatings bolsters both firms’ commitment to providing investors broader access to a range of easily comprehensible solutions that incorporate ESG criteria. IdealRatings’ robust ESG scoring and ratings dataset conforms to international guidelines, identifying companies with positive and negative impacts based on their involvement in certain activities and/or countries. The indexes are rebalanced and reconstituted on a semi-annual basis.

Using IdealRating’s best in class ESG key performance indicators (KPIs) for index and portfolio development, Alerian S-Network’s new global family of ESG indexes include:

Alerian Ideal Ratings ESG & SRI 100 Index (SNESGP)
Alerian Ideal Ratings ESG 100 Index (SNESGX)
Alerian Ideal Ratings SRI 100 Index (SNSRIX)

Each strategy is accessible through a Separately Managed Account (SMA) on the Sanctuary Wealth Platform.

“ESG and responsible investing are prevalent across all conversations in the financial services space today,” said Michael Poisson, Managing Director of IdealRatings. “In collaboration with Alerian S-Network, our solutions advance investors’ ability to implement a portfolio strategy aligned with their values. As mainstream strategies, ESG and SRI are now accessible by every market participant.”

“Investor demand for ESG investment solutions represents a key growth area for indexing over the next decade,” said Robert Hughes, Chief Commercial Officer of Alerian S-Network Global Indexes. “IdealRatings has a proven reputation in this space, and we’re thrilled to partner with them to develop new, innovative solutions for the growing base of ESG investors.”

“Sanctuary Wealth is focused on empowering its partner firms and we know that investing in-line with one’s values is increasingly important to our advisors’ clients,” said Jim Dickson, Founder & Chief Executive Officer of Sanctuary Wealth. “In response to heightened advisor demand for ESG and in collaboration with Alerian & IdealRatings, we are thrilled to be implementing a best-in-class solution to our platform.”

For further information on the new global family of ESG indexes and ratings system, please visit Alerian and S-Network’s website.

About Alerian S-Network Global Indexes

Alerian S-Network Global Indexes is a leading independent index provider focused on building innovative, index-based investment strategies. Alerian acquired S-Network Global Indexes in 2020, expanding the firm’s index offerings and services to partners. Combined, the firm serves the global investment community through indexing, benchmarking, and calculation services. Built on a foundation of data rigor and specialty research, Alerian S-Network Global Indexes offer a comprehensive family of energy,

income, and thematic indexes. Today, the firm has over $23 billion in total assets benchmarked to its indexes and over 200 customers worldwide.

About IdealRatings

IdealRatings is a leading financial data and technology provider that empowers global asset managers, asset services, financial institutions, and asset owners with extensive global ESG data coverage and an array of responsible investment solutions. IdealRatings provides its world-class clients with innovative data services, analytical tools and reports for a global universe of equities, fixed income, and REITs with a mission to enable responsible investments worldwide. IdealRatings’ state of the art technology infrastructure offers over 10 million data points for diverse instruments backed by an experienced research team, proprietary methodology and robust guidelines customization engine.

About Sanctuary Wealth

Sanctuary Wealth is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary’s ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes partner firms across 22 states with over $18.5 billion in assets under advisement. The Sanctuary Wealth Group includes the fully owned subsidiaries Sanctuary Advisors, a registered investment adviser, and the broker- dealer Sanctuary Securities, as well as Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Tax and Family Office.

For more information, visit: https://sanctuarywealth.com/

IdealRatings and GRMA Announce Partnership to Provide Complete and Cost Effective ESG Data and Reporting

idealratings_admin — Tue, 24 Aug 2021 14:41:53 +0000

Solution will integrate IdealRatings’s extensive Global ESG data coverage and ratings with GRMA’s comprehensive and cost-effective SaaS solution for data aggregation, data curation and outsourced reporting.

New York, NY – August 24, 2021—In recent years, ESG challenges facing asset managers, corporates and other institutions globally have expanded dramatically in scope and complexity. Companies must now address numerous rapidly-evolving ESG reporting and disclosure requirements as part of implementing a sound ESG program. The need for good quality ESG data and reporting has become critical and compelling.

IdealRatings and GRMA are pleased to announce a collaboration to offer a complete and cost-effective data and reporting solution that marries IdealRating’s extensive Global ESG data coverage with GRMA’s unique turnkey SaaS solution for curating investment and ESG data and producing ESG reporting.

Samuel Won, CEO of GRMA, noted that “firms are struggling to obtain and manage ESG data and to perform necessary and complex ESG reporting in accord with standards such as SFDR, GRI and UNPRI. We believe GRMA and IdealRatings are ideally suited to assist companies of all sizes to meet their ESG goals by leveraging IdealRatings’ extensive ESG data (that includes 350 ESG indicators for 40,000 companies representing 95% of global market capitalization) combined with GRMA’s extensive data management and reporting experience working with publicly traded as well as private investments.”

Michael Poisson, Managing Director of IdealRatings, said “we are excited about collaborating with GRMA because their unique offering enables clients to leverage GRMA’s cutting edge SaaS-based technology, cloud infrastructure and proprietary processes to quickly and cost-effectively implement ESG analysis and reporting without licensing software, a lengthy implementation or hiring additional staff.”

About IdealRatings

For more information, visit https://www.idealratings.com.

About GRMA

GRMA is a leading FinTech and advisory firm that provides asset managers, asset owners and partner firms with a comprehensive and cost-effective Software as a Solution (SaaS) offering for all types of investment data aggregation, data enrichment, data modeling/curation and outsourced reporting. GRMA’s solution coverage includes regulatory and investor reporting, board and investment committee reporting, performance attribution/benchmarking, portfolio and risk management reporting and ESG reporting and monitoring.

In addition, GRMA provides value-added and expert risk management advisory services. GRMA’s principals each have over 30 years of senior-level investment and risk management experience at major global financial institutions, asset management firms and in the government.

For more information, visit https://www.grmainc.com

# # #

Media Contacts:

Michael Poisson

IdealRatings

+1.201.463.7500

mpoisson@idealratings.com

Carsten Jerrild

GRMA

+1.203.258.8111

cjerrild@grmainc.com