ISS ESG Fund Rating data on approximately 27,500 funds globally

ISS ESG‘s Fund Rating is designed to provide investors with the data and analysis needed to understand the Environmental, Social and Governance performance of funds, as well as funds' performance relative to peers. Covering approximately 27,500 funds, ESG Fund Ratings provide a comprehensive evaluation of performance across major ESG themes including overall sustainability performance using ISS ESG’s comprehensive and integrated data sets: • Best-in-class evaluation of sustainability performance using ESG Corporate Rating • Adherence to international standards using Norm-Based Research • Governance metrics using Governance QualityScore and Voting Analytics • Climate Scenario Alignment using comprehensive in-house climate solutions • Overall Impact based on the UN Sustainable Development Goals (SDGs) • Involvement in Controversial Weapons • Exposure to Energy and Extractives issues • Assessment of involvement in specific controversial sectors, products or services using Sector-Based Screening ESG Fund Rating data includes over 700 data factors that provide insight into overall fund performance, including both a relative 1 to 5-star rating to easily compare the fund against peers and an absolute 0 to 100 ESG Performance Score to quickly measure overall sustainability performance. Funds that meet minimum criteria are awarded a “Prime” designation further highlighting sustainability leaders. Given the volume and depth of data factors available, clients will have the ability to screen, review, and assess fund ESG characteristics from every angle. ISS ESG also offers Screening of Funds based on ISS ESG’s comprehensive screening services. ISS ESG Fund Ratings are informed by the underlying signals generated from supporting ISS ESG research products, including ESG Corporate Rating, Governance QualityScore, Norm-Based Research, Controversial Weapons Research, Sector-Based Screening, Energy and Extractives, SDG Impact Rating, SDG Solutions Assessment, Carbon Emissions, Climate Scenario Alignment, and Voting Analytics. Fund data, including holdings information, is provided by Refinitiv Lipper. ISS ESG data is typically derived from company filings, as well as ongoing event-driven data updates as reflected in public disclosure, press releases and company web sites. The data is used by a broad range of institutional investors, asset managers, asset owners, fund managers, banks, government institutions, universities and research firms. The ESG Fund Rating solution was launched in July 2020.