Understand SDG alignment
Measure how a portfolio's holdings align with the UN Sustainable Development Goals.
The SDG feature shows how a portfolio's holdings contribute to — or detract from — each of the 17 UN Sustainable Development Goals (SDGs), combining a revenue-based estimate with companies' own direct disclosures. It's used for impact monitoring, fund positioning, and client reporting.
What it shows
Insights overview
The portfolio's three most misaligned and three most aligned SDGs, by revenue-weighted percentage, followed by a table of all 17 SDGs with two figures for each:
- Revenue Misalignment | Alignment — the revenue-weighted, activity-based estimate of how much of the portfolio's revenue is negatively (misaligned) vs. positively (aligned) linked to that goal.
- Self Declared Alignment — reflects the proportion of the portfolio in companies that have directly disclosed a contribution to that goal.
See How SDG alignment is calculated for how these two figures are derived.
Assets
A per-holding view listing each company, the SDGs it's connected to, its portfolio weight, and position.
Company-level detail
Drilling into a holding shows every SDG connected to it. Each goal shows either:
- a revenue misalignment/alignment figure, where a revenue-based mapping applies, or
- a note that "the company reported a contribution," with an optional comment explaining what the company does to support that goal, where no revenue-based figure is available.
How it's used
- Positioning a fund as SDG-focused
- Impact measurement and client reporting
- Identifying which goals to prioritise for stewardship and engagement (typically the most misaligned)
Related features
- How SDG alignment is calculated
- Periodic report — SDG data feeds Article 9 disclosures
- Temperature score — SDG 13 (Climate Action) overlap