TopSheets can store ESG scores and selected program-level ESG ratings and display them in a factsheet.
Enter ESG data manually
For program-level ratings, open More Information. Use the available ESG rating fields for values such as MSCI ESG Rating and Morningstar Sustainability Rating. If SFDR is enabled for your setup, enter it under More Information / Regulations / SFDR.
Import ESG data
Use Mass ESG Import to update supported ESG values for one or more programs. Start with the current sample file, keep its field names and structure, identify each program by its code, then upload and validate the file before importing it.
Display ESG data in a factsheet
In Template Editor, add the corresponding ESG table, chart, or rating control and open its settings. Available controls depend on the template configuration and may include ESG Score, ESG history or comparison charts, MSCI ESG Rating, Morningstar Sustainability Rating, and SFDR.
SFDR is a regulatory classification. This page explains where the stored value is maintained and displayed; it does not provide regulatory or legal guidance.