ESG & Impact Scoring

Data on This Page

Six holdings (Nestle, Exxon Mobil, British American Tobacco, NVIDIA, Lockheed Martin, Orsted) with ticker, sector category, an ESG score out of 100, and an exclusion-list hit indicator, plus totals for average ESG score, exclusion hits, and the 9 client exclusion lists in force.

What This Agent Does

Scores every holding against ESG/impact criteria and cross-checks each ticker against each client's specific exclusion list (tobacco, controversial weapons, fossil fuels, etc.), flagging any holding that breaches a client's mandate so it can be substituted or divested before it undermines the client's stated values-based constraints.

Worked Examples

• British American Tobacco scores 21 — the lowest in the set — and is flagged Excluded, so the agent surfaces it for removal from any portfolio bound by a tobacco exclusion policy.
• Lockheed Martin scores 42 and is also flagged Excluded, consistent with a controversial-weapons/defense exclusion list despite a middling score.
• Orsted A/S scores 91 — the highest in the sample and clear of any exclusion — a clean candidate for ESG/impact-mandated portfolios in the Utilities category.