Answered By: IESE Library Last Updated: Aug 03, 2021 Views: 41
For an overview of the content look here: https://thesource.refinitiv.com/thesource/getfile/index/5ea5f6be-bd08-45b3-96c1-633f05b17248
ESG overview APP gives a wealth of information including downloadable fact sheets and links to useful ESG Apps.
- ESG Data at single company level:
Use the ESG tab on the company page. Switch between several views: Report, Statement, Peer or Chart and export data to Excel or a PDF.
- ESG Data multiple companies:
Screener > Add Filter > using the Data Item Library
Use the Screener combined with Data Item Library to identify companies based on specific ESG data variables or load up sample ESG Screens from the drop down option after "Unsaved Screens" at the top left corner of the screen and select "View and Manage all Screens".
Use the samples available or create your set of companies using as many filters as you like:
Choose companies headquartered in a specific country…
Or choose a specific sector: Banks…
Then use the Data Item Library to look for ESG data fields available for the set of companies you have created:
Navigate the meu or use the search box and type: ESG.
Add the field(s). Click OK.
If you need data for a series of years, go to the parameters and select Series. Choose the number of years you need:
Click OK and see the results and the export options:
- Eikon Excel add-in:
Select a blank cell on your worksheet, then click Build Formula on the Refinitiv EIKON tab.
Enter instruments. Add data items rapidly with the help of Autosuggest or, select the category first, and then select the data items. Specify parameters. Set the layout and, finally, click insert.
You can also use the screener and insert your screen into the excel spreadsheet.
After that, when you click Build Formula, you will see that the instruments are already set for you (referencing the cells containing the RIC of each instrument on your screen).
- Support resources: You can access the Help/Training Menu under the EIKON Menu,
Refinitiv offers a series of training videos to take you from the basics of Eikon up to advanced projects.