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Sustainability Command Center 14 items

ESG Ratings Preparation Checklist (MSCI & Sustainalytics)

Prepare for and improve outcomes in major ESG rating assessments by aligning disclosures, data availability, and controversy management.

MSCI ESG RatingsSustainalytics ESG Risk Ratings

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Baseline & Methodology

  • Have current ESG ratings and scores from MSCI and Sustainalytics been obtained and reviewed? *
  • Are the key issues and material weightings applied to the company's sub-industry understood? *
  • Is the distinction between management-based and exposure-based scoring understood? *
  • Have peer benchmarks and the ratings gap to leaders been analyzed? *

Data & Disclosure Readiness

  • Are policies, programs, and quantitative metrics for each material ESG issue publicly disclosed? *
  • Is disclosure aligned with frameworks the raters map to (GRI, SASB, TCFD)? *
  • Are data points machine-readable and easy to locate in reporting and on the website? *
  • Are targets time-bound, quantified, and progress reported? *

Controversy & Risk Management

  • Are ESG controversies flagged by raters monitored and addressed? *
  • Is there a process to respond to and remediate incidents affecting ratings? *
  • Are governance red flags (board independence, business ethics) reviewed and mitigated? *

Engagement & Monitoring

  • Is there a process to review and correct rater data via feedback or verification portals? *
  • Is ownership for managing ESG ratings assigned within the organization? *
  • Are ratings changes monitored and reported to leadership on a defined cadence? *

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