Getting ESG scores from the Excel Add-in

Note: You must have a Microsoft Office 365 subscription to use the Amenity Add-in.

To switch from the Key Drivers tab to the ESG Tab, select ESG below (Figure 1):

Figure 1 ESG

To pull information for a specific company, enter the ticker into the Add-in Configuration window (Figure 2):


Figure 2 Ticker

The Amenity ESG model employs contextual analysis and language patterns to provide investors with real-time, broadly aggregated and unbiased environmental (E), social (S) and governance-related (G) evidence and scores.

Our ESG team has developed a taxonomy of 25 events across three dimensions (E, S, and G). These events can be viewed in sum to represent the ESG profile of a given company or analyzed individually. Our foundational taxonomy is flexible and can be customized to reflect your investing strategy.

Environmental Taxonomy

  • Clean Technology: Improvement to and/or implementation of technology to reduce or offset the negative environmental impacts of operations.
  • Climate Risk: Efforts to lessen climate change risk/impact or to adapt to natural and man-made disasters within operations and supply chain..=
  • Environmental Commentary: General and uncategorized commentary around environmental issues.
  • Environmental Regulation: Ability or failure to meet new environmental regulations or changes to existing ones.
  • Pollution Management: Activity regarding levels of land, water, or atmospheric pollution within operations and supply chain.

Social Taxonomy

  • Access and Affordability: Actions to improve(or prevent) access to and usability of products to reach a more diverse customer base.
  • Community Engagement: Cooperation and collaboration with communities directly and indirectly impacted by operations.
  • Reputational Profile: Impacts on the company's overall public perception.
  • Corporate Philanthropy: Charitable donation of funds, services, or facilities.
  • Diversity and Inclusion: Developing, training, and engaging diverse talent; efforts to build an inclusive work environment.
  • Harassment and Assault: Developments regarding sexual harassment, assault charges by company executives, or harassment policy.
  • Human Capital: Efforts to drive employee engagement or developments related to organized labor actions.
  • Social Commentary: General and uncategorized commentary around social issues.
  • Supply Chain: Company's treatment of workers outside of the company and within the supply chain.

Governance Taxonomy

  • Governance Commentary: General and uncategorized commentary around governance issues.
  • Management Structure: Commentary around changes to management structure, independence, or control and implications for company policy.
  • Legal Regulatory: Company's compliance (or lack thereof) with regulation, engaging with the minimal requirements of relevant and changing laws.
  • Shareholder Engagement: Efforts to engage shareholder resolutions or mitigate shareholder activism.
  • Transparency and Disclosure: Measures of a company's level of transparency in disclosure practices of accounting, as well as environmental and social impacts of operations and supply chain.
  • Cyber Risk: Protection of customers' personal information and prevention of cyber-attacks and/or data breaches.
  • Product Quality: Efforts to maintain or improve the quality of a product/service to protect the well-being and safety of end-users.
  • Ethics and Anti-Corruption: Adherence to company policies to avoid potential controversial employee actions that may damage the company.