ECPI COMPANY RATING
ECPI uses a rule-based approach involving approximately 100 key performance indicators to evaluate an issuer’s environmental, social and governance sustainability.
COMPANY RATING SECTIONS AND CATEGORIES
That analysis produces a score and a rating. ECPI’s proprietary rating scale ranges from “F” to “EEE”, along 9 notches. Rating thresholds may be customized, but its standard ESG methodology generally excludes from the investable universe all companies rated “F”.
In applying its sector screening methodology to corporate equity and bond issuers, ECPI may exclude issuers operating in any controversial sectors specified by its clients. These might include issuers involved in Alcohol, Tobacco, Pornography, Nuclear energy, Military/Defense, GMO food production, Contraception or Gambling. Exclusions are generally determined by the percentage contribution of the controversial sector to the issuer’s total revenues. These exclusion thresholds varied by controversial sector to reflect clients’ preferences or requirements.
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