Tier 2
ESG Values Alignment Auditor
500 households with stated values, actual holdings, and misalignment detection scenarios.
Overview
Values-based investing platforms must accurately map client values to portfolio construction and detect misalignment. This dataset provides 500 households with documented environmental, religious, and social values preferences, actual holdings with ESG ratings, and misalignment detection scenarios. Includes households with conflicting values (e.g., Catholic investors holding pharmaceutical stocks), greenwashing exposure cases, and impact measurement scenarios.
What's Inside
500 households with documented values preferences (environmental, religious, social)
Actual holdings with MSCI ESG ratings and controversy scores
Values-portfolio misalignment scenarios with severity scoring
Religious screening scenarios (Catholic, Islamic, faith-based)
Greenwashing exposure cases with ESG fund holdings
Impact measurement data: carbon footprint, social impact metrics
Use Cases
ESG screening algorithm testing
Values alignment platform QA
Impact reporting tool validation
Advisor training for values-based conversations
Ideal Buyers
ESG rating firmsValues-based advisors401(k) plan sponsorsImpact investing platforms
Example firms: MSCI ESG Research, Sustainalytics, Ethic, OpenInvest, Sphere
Tags
ESGValues-Based InvestingImpactSustainabilityScreening
Moderate Deviation from Base Corpus
Requires additional data layers or modeling. Typical delivery 2–4 weeks.
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