High-level description ESG stands for Environmental, Social, and Governance

High-level description

ESG stands for Environmental, Social, and Governance.

Companies will get a score based on those attributes.

This score is given by a 3^rd party provider

A high score means that the company cares a lot about sustainability

On the other hand, a low score means that sustainability is not a priority for that company

The following screen aims to support Investment Advisors at the time of discussing ESG preferences with their clients and its trade-offs

The advisor can start moving the slider to set up the minimum ESG score required by the client

This means that the advisor should only proposed Investment Instruments with the minimum ESG score agreed

The higher the ESG score, the smaller the investment universe available. This will be represented in the spider chart below

The preferred ESG data provider is MSCI. Please, find a description of their methodology in the link below

https://www.msci.com/documents/1296102/21901542/MSCI+ESG+Ratings+Methodology+-+Exec+Summary+Nov+2020.pdf

Tasks

1. You have a Front-end and a Back-end developer ready to start working on this.

Please, define the Epics and User Stories you would write to implement this feature.

Include any diagram if needed

Format for each story

• Name: <<USER STORY 1>>
• Description: << DESCRIPTION STORY 1>>

2. List of questions you would ask to Senior POs to implement this feature

3. List of test cases you would define to test the feature