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esg-ratings

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ESG Ratings

ESG评级

Retrieve and analyze Environmental, Social, and Governance (ESG) ratings and scores for public companies using the Octagon MCP server.
使用Octagon MCP服务器获取并分析上市公司的环境、社会和治理（ESG）评级与得分。

Prerequisites

前提条件

Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.
确保你的AI Agent（Cursor、Claude Desktop、Windsurf等）中已配置Octagon MCP。安装说明请参见references/mcp-setup.md。

Workflow

工作流程

1. Identify Analysis Parameters

1. 确定分析参数

Determine the following before querying:
  • Ticker: Stock symbol (e.g., MSFT, AAPL, TSLA)
  • Specific metrics (optional): ESG score, environmental score, social score, governance score, industry rank
查询前需明确以下信息：
  • 股票代码：股票符号（如MSFT、AAPL、TSLA）
  • 特定指标（可选）：ESG总分、环境得分、社会得分、治理得分、行业排名

2. Execute Query via Octagon MCP

2. 通过Octagon MCP执行查询

Use the 
octagon-agent
tool with a natural language prompt:
Retrieve ESG ratings and scores, including risk rating and industry rank, for <TICKER>.
MCP Call Format:
json
{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve ESG ratings and scores, including risk rating and industry rank, for MSFT."
  }
}
使用
octagon-agent
工具，配合自然语言提示词：
获取<TICKER>的ESG评级与得分，包括风险评级和行业排名。
MCP调用格式：
json
{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve ESG ratings and scores, including risk rating and industry rank, for MSFT."
  }
}

3. Expected Output

3. 预期输出

The agent returns comprehensive ESG data including:
Key ESG Metrics:
  • MSCI ESG Rating (AAA to CCC scale)
  • Sustainalytics ESG Risk Rating
  • Composite ESG Score
  • Environmental Score
  • Social Score
  • Governance Score
  • S&P Global ESG Score
  • Industry rank and categorization
Example Response:
MetricValue
MSCI ESG RatingAAA
ESG Score65.19
Environmental74.57
Social58.08
Governance62.93
IndustryEnterprise and Infrastructure Software
Data Sources: octagon-companies-agent, octagon-financials-agent, octagon-web-search-agent
Agent会返回全面的ESG数据，包括：
核心ESG指标：
  • MSCI ESG评级（AAA至CCC等级）
  • Sustainalytics ESG风险评级
  • ESG综合得分
  • 环境得分
  • 社会得分
  • 治理得分
  • 标普全球ESG得分
  • 行业排名与分类
示例响应：
指标数值
MSCI ESG评级AAA
ESG总分65.19
环境74.57
社会58.08
治理62.93
行业企业与基础设施软件
数据来源：octagon-companies-agent、octagon-financials-agent、octagon-web-search-agent

4. Interpret Results

4. 结果解读

See references/interpreting-results.md for guidance on:
  • Understanding MSCI rating scale
  • Interpreting Sustainalytics risk ratings
  • Comparing E, S, and G component scores
  • Industry ranking context
有关以下内容的指导，请参见references/interpreting-results.md：
  • 理解MSCI评级体系
  • 解读Sustainalytics风险评级
  • 对比E、S、G各维度得分
  • 行业排名背景分析

Example Queries

查询示例

Standard ESG Analysis:
Retrieve ESG ratings and scores, including risk rating and industry rank, for MSFT.
Environmental Focus:
Retrieve ESG ratings with focus on environmental scores and carbon emissions for AAPL.
Comparative Analysis:
Retrieve ESG ratings and scores for TSLA and compare to automotive industry peers.
Governance Deep Dive:
Retrieve ESG ratings with detailed governance scores and board diversity metrics for JPM.
标准ESG分析：
获取MSFT的ESG评级与得分，包括风险评级和行业排名。
环境聚焦分析：
获取AAPL的ESG评级，重点关注环境得分与碳排放数据。
对比分析：
获取TSLA的ESG评级与得分，并与汽车行业同行进行对比。
治理深度分析：
获取JPM的ESG评级，包含详细治理得分与董事会多元化指标。

Key Metrics Explained

核心指标说明

MetricDefinitionScale
MSCI ESG RatingOverall ESG assessment by MSCIAAA (best) to CCC (worst)
Sustainalytics Risk RatingUnmanaged ESG risk level0-100 (lower = less risk)
ESG ScoreComposite sustainability score0-100 (higher = better)
Environmental ScoreClimate, pollution, resource use0-100
Social ScoreLabor, community, human rights0-100
Governance ScoreBoard, ethics, transparency0-100
Industry RankPosition vs sector peersPercentile or rank
指标定义范围
MSCI ESG评级MSCI给出的整体ESG评估AAA（最佳）至CCC（最差）
Sustainalytics风险评级未管控的ESG风险水平0-100（数值越低风险越小）
ESG总分可持续发展综合得分0-100（数值越高表现越好）
环境得分气候、污染、资源利用维度表现0-100
社会得分劳工、社区、人权维度表现0-100
治理得分董事会、道德、透明度维度表现0-100
行业排名相对于行业同行的位置百分位或排名

MSCI Rating Scale

MSCI评级体系

RatingCategoryMeaning
AAA, AALeaderBest-in-class ESG performance
A, BBB, BBAverageMixed or average ESG performance
B, CCCLaggardBelow-average ESG, higher risk
评级类别含义
AAA、AA领先者ESG表现处于行业顶尖水平
A、BBB、BB平均水平ESG表现参差不齐或处于平均水平
B、CCC落后者ESG表现低于平均水平，风险较高

Analysis Tips

分析技巧

  1. Component imbalance: A company may score high on Environmental but low on Governance—assess each dimension.
  2. Industry context: ESG scores vary significantly by sector. Compare to industry peers, not cross-sector.
  3. Trend over time: Request historical ESG data to see if ratings are improving or declining.
  4. Materiality: Different ESG factors matter more in different industries (e.g., Environmental for energy, Social for retail).
  5. Multiple sources: MSCI, Sustainalytics, and S&P may give different ratings—consider the consensus view.
  1. 维度失衡：某公司可能在环境维度得分高，但治理维度得分低——需逐一评估各维度。
  2. 行业背景：ESG得分因行业差异显著，应与行业同行对比，而非跨行业比较。
  3. 时间趋势：请求历史ESG数据，查看评级是提升还是下降。
  4. 重要性差异：不同行业的ESG因素重要性不同（如环境因素对能源行业更重要，社会因素对零售行业更重要）。
  5. 多源参考：MSCI、Sustainalytics和标普的评级可能存在差异——需综合多方观点。

Use Cases

使用场景

  • ESG screening: Filter investments based on minimum ESG thresholds
  • Risk assessment: Identify companies with high unmanaged ESG risks
  • Portfolio alignment: Ensure holdings meet sustainability mandates
  • Engagement targeting: Identify areas for shareholder engagement
  • Regulatory compliance: Meet ESG disclosure requirements
  • ESG筛选：根据最低ESG阈值筛选投资标的
  • 风险评估：识别存在高未管控ESG风险的企业
  • 投资组合对齐：确保持仓符合可持续发展要求
  • 股东参与定位：确定股东参与的重点方向
  • 合规性满足：达到ESG信息披露要求