Answered By: IESE Library
Last Updated: Oct 09, 2023     Views: 2271

For an overview of the content look here:

See FAQ: LSEG Workspace (formerly Refinitiv Workspace): Access 

ESG overview APP gives a wealth of information including downloadable fact sheets and links to useful ESG Apps.

- ESG Data at single company level:

Type the name of the company in the main search box.

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 App 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: 


- LSEG Workspace (formerly Refinitiv Workspace) Excel add-in Excel add-in:


Select a blank cell on your Excel worksheet, then click Build Formula on the Refinitiv tab.


Formula Builder: 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: Go to the help (?) icon in the top right corner and see the options.

Refinitiv offers a series of training videos to take you from the basics of Workspace up to advanced projects.

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