“Extra-financial” describes the business factors not included in financial statements that may impact business results. Extra-financial factors include Environmental, Social, and Corporate Governance variables associated with a business. Bloomberg (available in Lippincott Library and in Huntsman Hall) is an excellent source of “ESG” data for many public companies. Bloomberg can be used to collect data of ESG variables by company, or companies by ESG variable.
ESG Variables by Company
To see all environmental, social, and governance factors for a specific company, type the company’s ticker into the command line, then hit the yellow EQUITY key, then type FA and hit the green GO key.
For example, to see Merck’s ESG variables, type:
MRK US [EQUITY] FA [GO]
Once you’ve opened up this financial analysis page, click on the 8) ESG tab to see a spreadsheet of data. Continue reading
Datapoints: A blog from the Lippincott Library of the Wharton School of Business 