Changelog

Some IA member users have pointed out that when using the Responsible Investment filter, the Industry Report is outputting different data to that presented in the Press Release report.

We tracked down two separate issues and we’re happy to announce that these have now been fixed as of today.

What’s New:

1. Filter definition now aligned with Press Release:
   We've amended "Responsible Investment" filter logic in the Industry Report to bring it in line with the definition used by the Press Release Report. The update now captures funds that report any of the following characteristics:

   • Fund-specific exclusions

   • Sustainability-themed strategies

   • Impact investing

   • Sustainability Focus - Best-in-class or positive tilt strategies

   • Other sustainability-focused approaches
     

   And will not capture funds that only report either of the following:

   • Fund Specific Stewardship

   • Fund Specific ESG integration

2. Data Join Enhancement:
   Temporal joins in the Industry Report have been updated to use the fund dynamic data’s As At Date instead of Period Start (the upload date). This change improves the timeliness and precision of the data presented.

These updates help ensure you're seeing the most relevant and up-to-date insights into funds’ responsible investment characteristics, whether you’re using the Press Release Report, or the Industry Report.

Previously, Tracker Analysis is only allowed for the following 4 sectors:

• Europe Excluding UK

• Global

• North America

• UK All Companies

The report settings are as below:

At the advice of the IA, we have opened up one more sector for such analysis:

• £ Corporate Bond (for data post April 2023)

This is an IA admin only feature. For non-admins, please refer to the Upload History for a use-friendly breakdown of status logs and error messages.

When opening up the Upload Status dialog from the Industry Report Dashboard, tooltips will open up when you hover over the collection and reconciliation statuses, showing you the datasource and reconciliation log without having to navigate to the corresponding datasource and reconciliation history pages.

This will help IA admins quickly investigate upload issues and speed up resolution of member queries.