***ids limit** = 1 per request*
" }, { "name": "date", "value": "", "type": "query", "description": "Date of holding expressed in YYYY-MM-DD format." }, { "name": "currency", "value": "", "type": "query", "description": "Currency for response." }, { "name": "calendar", "value": "", "type": "query", "description": "Calendar of data returned. The default value is FIVEDAY which displays Monday through Friday, regardless of whether there were trading holidays." } ] }, "docs": "Returns the requested Benchmark Constituents and respective Weights, Price and Market Value. You must be authorized for the `ids` requested. Use the helper endpoint **/id-list** for valid identifiers. \n" }, { "info": { "name": "Factset Returns the Requested Benchmark Constituents and Respective Weights, Price and Market Value.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-benchmarks/v1/constituents", "body": { "type": "json", "data": "{}" } }, "docs": "Returns the requested Benchmark Constituents and respective Weights, Price and Market Value. You must be authorized for the `ids` requested. Use the helper endpoint **/id-list** for valid identifiers.\n" }, { "info": { "name": "Factset Returns the Requested Fixed Income Benchmark Constituents and Respective Weights, Price and Market Value.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-benchmarks/v1/fixed-income-constituents", "params": [ { "name": "ids", "value": "LHMN0001", "type": "query", "description": "Fixed Income Benchmark Identifiers. You must be authorized for the `ids` requested, otherwise you will receive an error.***ids limit** = 1 per request*
" }, { "name": "date", "value": "", "type": "query", "description": "Date of holding expressed in YYYY-MM-DD format." }, { "name": "currency", "value": "", "type": "query", "description": "Currency for response." } ] }, "docs": "Returns the requested Fixed Income Benchmark Constituents and respective Weights, Price and Market Value. You must be authorized for the `ids` requested.\n" }, { "info": { "name": "Factset Returns the Requested Benchmark Constituents and Respective Weights, Price and Market Value.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-benchmarks/v1/fixed-income-constituents", "body": { "type": "json", "data": "{}" } }, "docs": "Returns the requested Fixed Income Benchmark Constituents and respective Weights, Price and Market Value. You must be authorized for the `ids` requested.\n" }, { "info": { "name": "Factset Index Level Prices, Returns, and Related Information as of a Single Date.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-benchmarks/v1/index-snapshot", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Benchmark Identifiers. Reference the helper endpoint **/id-list** to get a sample list of valid identifiers.***ids limit** = 500 per request*
*Make note, GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids, which may lead to exceeding this request line limit of 8KB, its advised for any requests with large request lines to be requested through the respective \"POST\" method.
*" }, { "name": "date", "value": "", "type": "query", "description": "Date of holding expressed in YYYY-MM-DD format." }, { "name": "returnType", "value": "", "type": "query", "description": "The return type adjustment used in returns response items. Adjustment can be made for GROSS and NET dividends that will be included in the return calculation. The service will default to GROSS." }, { "name": "currency", "value": "", "type": "query", "description": "Currency for response." }, { "name": "calendar", "value": "FIVEDAY", "type": "query", "description": "Calendar of data returned. SEVENDAY includes weekends." } ] }, "docs": "Retrieves Index Level Prices and Returns information as of a specific date. Simply submit a valid Benchmark ID (you can use the /id-list endpoint for a sample list of ids), and date and retrieve Index Level Prices, Returns, and related information.\n" }, { "info": { "name": "Factset Retrieves the Index Level Snapshot of Prices and Returns Information for a Given Identifier and Single Date.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-benchmarks/v1/index-snapshot", "body": { "type": "json", "data": "{}" } }, "docs": "Retrieves Index Level Prices and Returns information as aligned with FactSet's Benchmark Data Feed solution. Simply submit a valid Benchmark ID (you can use the /id-list endpoint for a sample list of ids), and date and retrieve Index Level Prices, Returns, and related information.\n" }, { "info": { "name": "Factset Retrieves Index Level Prices and Returns Information for a List of Identifiers and Historical Date Range.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-benchmarks/v1/index-history", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Benchmark Identifiers. Reference the helper endpoint **/id-list** to get a sample list of valid identifiers.***ids limit** = 500 per request*
*Make note, GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids, which may lead to exceeding this request line limit of 8KB, its advised for any requests with large request lines to be requested through the respective \"POST\" method.
*" }, { "name": "startDate", "value": "", "type": "query", "description": "Requested start date expressed in YYYY-MM-DD format." }, { "name": "endDate", "value": "", "type": "query", "description": "Requested End Date for Range expressed in YYYY-MM-DD format." }, { "name": "frequency", "value": "", "type": "query", "description": "Controls the display frequency of the data returned.\n * **D** = Daily\n * **W** = Weekly, based on the last day of the week of the start date.\n * **M** = Monthly, based on the last trading day of the month.\n * **AM** = Monthly, based on the start date (e.g., if the start date is June 16, data is displayed for June 16, May 16, April 16 etc.).\n * **CQ** = Quarterly based on the last trading day of the calendar quarter (March, June, September, or December).\n * **AY** = Actual Annual, based on the start date.\n * **CY** = Calendar Annual, based on the last trading day of the calendar year.\n" }, { "name": "returnType", "value": "", "type": "query", "description": "The return type adjustment used in returns response items. Adjustment can be made for GROSS and NET dividends that will be included in the return calculation. The service will default to GROSS." }, { "name": "hedgeType", "value": "", "type": "query", "description": "The hedge type adjustment used in returns response items. Adjustment can be made for HEDGED and UNHEDGED values that will be included in the return calculation. The service will default to UNHEDGED." }, { "name": "currency", "value": "", "type": "query", "description": "Currency for response." }, { "name": "calendar", "value": "FIVEDAY", "type": "query", "description": "Calendar of data returned. SEVENDAY includes weekends." }, { "name": "impliedDate", "value": "", "type": "query", "description": "This parameter controls the **date** returned in the date field. The default value is **N**. By default, the date field returns the actual date of the observation. This means it will repeat values for weekends and holidays. If set to **Y**, the date field will return the implied date of the observation, making all the dates unique." } ] }, "docs": "Retrieves Index Level Prices and Returns information as of a date range requested. Simply submit a valid Benchmark ID (you can use the /id-list endpoint for a sample list of ids), and date range to retrieve Index Level Prices, Returns, and related information.\n" }, { "info": { "name": "Factset Retrieves Index Level Prices and Returns Information for a List of Identifiers and Historical Date Range.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-benchmarks/v1/index-history", "body": { "type": "json", "data": "{}" } }, "docs": "Retrieves Index Level Prices and Returns information as aligned with FactSet's Benchmark Data Feed solution. Simply submit a valid Benchmark ID (you can use the /id-list endpoint for a sample list of ids), and date and retrieve Index Level Prices, Returns, and related information.\n" }, { "info": { "name": "Factset Returns the Aggregated Ratios of a Requested Benchmark", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-benchmarks/v1/ratios", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Benchmark Identifiers. Reference the helper endpoint **/id-list** to get a sample list of valid identifiers.***ids limit** = 500 per request*
*Make note, GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids, which may lead to exceeding this request line limit of 8KB, its advised for any requests with large request lines to be requested through the respective \"POST\" method.
*" }, { "name": "metrics", "value": "", "type": "query", "description": "Requested List of FactSet Market Aggregates (FMA) or ratios. provided the below complete metrics list.\n|metric item|Description|category|periodicity\n|:|:|:|:|\n|GROSS_MARGIN|Gross Margin|Profitability (%)|NTMA, LTMA, STMA, LTM, QTR, 0, 1, 2\n|OPER_INC_SALES|Operating Margin|Profitability (%)|LTM, QTR\n|NET_MGN|Net Margin|Profitability (%)|NTMA, LTMA, STMA, LTM, QTR, 0, 1, 2\n|EBIT_MARGIN|EBIT Margin|Profitability (%)| NTMA, LTMA, STMA, LTM, QTR, 0, 1, 2\n|EBITDA_MARGIN|EBITDA Margin|Profitability (%)|NTMA, LTMA, STMA, LTM, QTR, 0, 1, 2\n|ROA|Return on Assets|Profitability (%)|LTM\n|ROE|Return on Equity|Profitability (%)|NTMA, LTMA, LTM, 0, 1, 2\n|ROIC|Return on Invested Capital|Profitability (%)| LTM\n|FCF_MGN|Free Cash Flow Margin|Profitability (%)|LTM, QTR\n|PE|Price/Earnings|Valuation|NTMA, LTMA, STMA, LTM, QTR, 0, 1, 2\n|PEX|Price/Earnings (excl negatives)|Valuation|LTM\n|PSALES|Price/Sales|Valuation|NTMA, LTMA, STMA, LTM, QTR, 0, 1, 2\n|PBK|Price/Book Value|Valuation|NTMA, LTMA, LTM, 0, 1, 2\n|PCF|Price/Cash Flow|Valuation|NTMA, LTMA, LTM, 0, 1, 2\n|PCFX|Price/Cash Flow (excl negatives)|Valuation|LTM\n|PFCF|Price/Free Cash Flow|Valuation|NTMA, LTMA, LTM, 0, 1, 2\n|EVAL_EBIT|Enterprise Value/EBIT|Valuation|NTMA, LTMA, LTM, 0, 1, 2\n|EVAL_EBITDA|Enterprise Value/EBITDA|Valuation|NTMA, LTMA, LTM, 0, 1, 2\n|EVAL_SALES|Enterprise Value/Sales|Valuation|NTMA, LTMA, LTM, 0, 1, 2\n|NDEBT_EBITDA|Net Debt/EBITDA|Coverage|NTMA, LTMA, LTM, 0, 1, 2\n|NDEBT_EBITDA_MIN_CAPEX|Net Debt/(EBITDA-Capex)|Coverage|LTM\n|DEBT_EBITDA|Total Debt/EBITDA|Coverage|LTM\n|DEBT_EBIT|Total Debt/EBIT|Coverage|LTM\n|EBIT_INT_EXP|EBIT/Interest Expense (Int. Coverage)|Coverage|LTM\n|EBITDA_INT_EXP|EBITDA/Interest Expense|Coverage|LTM\n|OPER_CF_INT_EXP|CFO/Interest Expense|Coverage|LTM\n|LTD_EBITDA|LT Debt/EBITDA|Coverage|LTM\n|NDEBT_FFO|Net Debt/FFO|Coverage|LTM\n|LTD_FFO|LT Debt/FFO|Coverage|LTM\n|FCF_DEBT|FCF/Total Debt|Coverage|LTM\n|OPER_CF_DEBT|CFO/Total Debt|Coverage|LTM\n|LTD_EQ|LT Debt/Total Equity|Leverage(%)|LTM\n|LTD_TCAP|LT Debt/Total Capital|Leverage(%)|LTM\n|LTD_ASSETS|LT Debt/Total Assets|Leverage(%)|LTM\n|DEBT_ASSETS|Total Debt/Total Assets|Leverage(%)|LTM\n|DEBT_EQ|Total Debt/Total Equity|Leverage(%)|LTM\n|NDEBT_TCAP|Net Debt/Total Capital|Leverage(%)|LTM\n|DEBT_TCAP|Total Debt/Total Capital|Leverage(%)|LTM\n|***metrics limit** = 38 per request*
\n*Make note, GET Method URL request lines are also limited to a total\nlength of 8192 bytes (8KB). In cases where the service allows for thousands\nof ids, which may lead to exceeding this request line limit of 8KB, its\nadvised for any requests with large request lines to be requested through\nthe respective \"POST\" method.
*\n" }, { "name": "startDate", "value": "", "type": "query", "description": "Requested start date expressed in YYYY-MM-DD format." }, { "name": "endDate", "value": "", "type": "query", "description": "Requested End Date for Range expressed in YYYY-MM-DD format." }, { "name": "frequency", "value": "", "type": "query", "description": "Controls the display frequency of the data returned.\n * **D** = Daily\n * **W** = Weekly, based on the last day of the week of the start date.\n * **M** = Monthly, based on the last trading day of the month.\n * **AM** = Monthly, based on the start date (e.g., if the start date is June 16, data is displayed for June 16, May 16, April 16 etc.).\n * **CQ** = Quarterly based on the last trading day of the calendar quarter (March, June, September, or December).\n * **AY** = Actual Annual, based on the start date.\n * **CY** = Calendar Annual, based on the last trading day of the calendar year.\n" }, { "name": "periodicity", "value": "", "type": "query", "description": "The calculation periodicity for the aggregated period. **Note** - Not all periodicities are supported for each metric, depending on the type of ratio. LTM is set as default and supported for all metrics. See Metrics Parameter for additional detail on which periodicities are available per metric.\n|Periodicity| Description|\n|:|:|\n|LTM| Last Twelve Months\n|LTMA| Last Twelve Months using Broker Actuals for Estimated Items\n|STMA| Second Twelve Month Forward\n|NTMA| 12 Month Forward\n|0| Latest Reported Calendar Year\n|1| Current Unreported Year\n|2| Following Year\n|QTR| Quarterly - Reported by companies\n" }, { "name": "currency", "value": "", "type": "query", "description": "Currency for response." } ] }, "docs": "Retrieves the index level ratios for a requested benchmark. Ratios supported are expressed through metrics parameter, and include Categories of Profitability, Valuation, Coverage, and Leverage.Using FactSet Market Aggregates, the service combines fundamental, estimates, and pricing content to derive ratios and per share values for global equity market indexes and commercial benchmark vendors. The constituents of the index are fetched on rolling basis over time period requested, and then the" }, { "info": { "name": "Factset Returns the Aggregated Ratios of a Requested Benchmark", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-benchmarks/v1/ratios", "body": { "type": "json", "data": "{}" } }, "docs": "Retrieves the index level ratios for a requested benchmark. Ratios supported are expressed through metrics parameter, and include Categories of Profitability, Valuation, Coverage, and Leverage.
Using FactSet Market Aggregates, the service combines FactSet Fundamental, FactSet Estimates, and FactSet Pricing content to derive ratios and per share values for global equity market indexes and commercial benchmark vendors. The constituents of the index are fetched on rolling basis over time period" }, { "info": { "name": "Factset Returns a Sample List of Benchmark Identifiers and the Benchmark Categorization to Use in Other Benchmark Api Endpoints.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-benchmarks/v1/id-list", "params": [ { "name": "familyFilter", "value": "", "type": "query", "description": "Highest Level Filter to search by common Benchmark Families, such as S&P, MSCI, or Russell. This will retrieve all related benchmark ids. For further filtering, use the response items such as the categoryDescription field. Leave blank if you wish to see a full sample list of ids. requested-\n* **CHINA & HK INDICES** - Major Hong Kong and China Indices, such as Hang Seng Index (HSI-HKX)\n* **DOW JONES** - Dow Jones Global, Regions, Countries, Titans.\n* **FACTSET MARKET INDICES** - Regional and Country Indices defined by FactSet\n* **FTSE** - FTSE Global, UK, Global All Cap, World, Xinhua, European, GWA, JSE, Multinationals, and Style indices\n* **GLOBAL INDICES** - A mix of major indices across the globe.\n* **MSCI** - MSCI All Country, Asia Pacific, Thematic & Strategy, Emerging, Developed, US.\n* **RUSSELL** - US, Global, and Nomura.\n* **S&P** - US, ASX, Select Industry, BMI, Global, Thematic, Emerging, TSX.\n* **STOXX** - Total Market, Europe, and Nordic\n* **TOPIX** - Topix Indices, such as TOPIX 500 (182301)\n" } ] }, "docs": "Returns a **sample** list of Benchmark Identifiers to use in other Benchmark API endpoints. This is a supporting API to be use alongside the other Benchmark API endpoints. For example, use the fsymID value returned in this response as the input to your `ids` parameter in the /constituents endpoint to return constituents for that id.
*This is not the full list of benchmark ids allowed in this service, but rather a representation of the most commonly requested. For complete assistance with ID l" }, { "info": { "name": "Factset Returns a Sample List of Benchmark Identifiers and the Benchmark Categorization to Use in Other Benchmark Api Endpoints.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-benchmarks/v1/id-list", "body": { "type": "json", "data": "{}" } }, "docs": "Returns a **sample** list of Benchmark Identifiers to use in other Benchmark API endpoints. This is a supporting API to be use alongside the other Benchmark API endpoints. For example, use the fsymID value returned in this response as the input to your `ids` parameter in the /constituents endpoint to return constituents for that id.
*This is not the full list of benchmark ids allowed in this service, but rather a representation of the most commonly requested. For complete assistance with ID l" }, { "info": { "name": "Factset Gets Short-term, Long-term, and Momentum Scores Based on the 26 Esg Categories Defined by the Sustainability Accounting Standards Board (sasb).", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-esg/v1/sasb-scores", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP, SEDOL, and ISIN are accepted inputs.
***ids limit** = 1000 per request*
*Make note, GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids, which may exceed this request line limit of 8KB, its advised for any requests with large request lines to be requested through the respective \"POST\" method.
*\n" }, { "name": "scoreTypes", "value": "PULSE,INSIGHT,MOMENTUM", "type": "query", "description": "The FactSet Truvalue Score types being requested. Score Types include the Pulse, Insight, Momentum, Article Volume, Category Volume, Dynamic Materiality Score, Adjusted Insight, and Industry Percentile. When left blank all score types will be returned for the requested Id. To specify select scores returned in the response, provide a comma-separated list of the scores using the description below.\nThese scores use the same underlying data and 100-point scale, except for ranks and percentiles. The cognitive computing system behind FactSet's Truvalue Platform uses natural language processing to interpret semantic content and generate analytics. It does so by applying criteria that are consistent with established sustainability and ESG frameworks, scoring data points on performance using a 0 to 100 scale. A score of 50 represents a neutral impact. Scores above 50 indicate positive performance, and scores below reflect negative performance.
\n\n### ESG Score Types\n\n|**SASB Category Input**|**Description**|\n|||\n|**PULSE**|*Pulse Score*, is a measure of near-term performance changes that highlights opportunities and controversies, enabling real-time monitoring of companies. It focuses on events of the day and provides a responsive signal to alert investors to dynamic moves.|\n|**INSIGHT**|*Insight Score*, a measure of a companys longer-term ESG track record, similar to a ratings system. Scores are less sensitive to daily events and reflect the enduring performance record of a company over time. Scores are derived using an exponentially-weighted moving average of the Pulse, defined below, and the half-life of an events influence on the overall score is 6 months.|\n|**MOMENTUM**|*Momentum Score*, measures the trend of a company's Insight score. It is a unique ESG metric in the industry that gives investors a high-precision view of the trajectory of a companys ESG performance, relative to peers. It does so by precisely articulating upward or downward movement, relative to that of all others in the universe, making it a measure that enhances quantitative workflows.|\n|**ART_VOL_TTM**|*Article Volume Score*, measures the information flow or number of articles about a company over the past 12 months.|\n|**CAT_VOL_TTM**|*Category Volume Score*, returns the total number of times any of the 26 categories received a score over a trailing twelve-month (TTM) period of time.|\n|**DYNAMIC_MAT**|*Dynamic Materiality Score*, shows the percentage value of data flow by category compared with the total data flow for the organization **(NOT VALID for `ALLCATEGORIES` and `MATERIALITY` category types).**|\n|**ADJ_INSIGHT**|*Adjusted Insight*, Measures company ESG performance, generating scores for lower-volume and zero-volume firms by blending company scores with industry medians. **(ONLY Vaild for `ALLCATEGORIES` and `MATERIALITY` categories).**Adjusted Insight Score = (# of articles / 5) x Company Insight Score + ((5 - # of articles) / 5) x Industry (or Sector) Median Insight Score.
|\n|**IND_PCTL**|*Industry Percentile*, offers context on company Adjusted Insight scores relative to peers in the same SICS Industry. This value is used to establish the textual ESG Rank. **(ONLY Vaild for `ALLCATEGORIES` and `MATERIALITY` categories).**|\n\n### Helper Input\n**ALL**= *Ability to fetch all of the \"scoreTypes\" listed above in a simplified query.* This is used by default and removes the need to explitly request each scoreType in the list.\n" }, { "name": "categories", "value": "AIRQUALITY,BUSINESSETHICS,HUMANRIGHTSANDCOMRELS", "type": "query", "description": "The SASB Categories requested for the respective scoreType(s). The default value is **ALLCATEGORIES**, which represents all 26 categories in a single overall score. To request a specifc category or list of categories, simply input the category names below. \n\n### SASB Categories\n|**SASB Category Inputs**|**Description**|\n|||\n|**ALLCATEGORIES**|**All Categories** - this category represents a company's overall SASB Score for the specific 'scoreType'. This value is equal to the cumulative average of all 26 SASB categories for the specific 'scoreType'.*Note that category is not available for the Dynamic Materiality 'scoreType'.\n|**ACCESSANDAFFORDABILITY**|**Access and Affordability** - The category addresses a company's ability to ensure broad access to its products and services, specifically in the context of underserved markets and/or population groups. It includes the management of issues related to universal needs, such as the accessibility and affordability of health care, financial services, utilities , education, and telecommunications.|\n|**AIRQUALITY**|**Air Quality** - the category addresses management of air quality impacts resulting from stationary (e.g., factories, power plants) and mobile sources (e.g., trucks, delivery vehicles, planes) as well as industrial emissions. Relevant airborne pollutants include, but are not limited to, oxides of nitrogen (NOx), oxides of sulfur (SOx), volatile organic compounds (VOCs), heavy metals, particulate matter, and chlorofluorocarbons. The category does not include GHG emissions, which are addressed in a separate category.|\n|**BUSINESSETHICS**|**Business Ethics** - the category addresses the company's approach to managing risks and opportunities surrounding ethical conduct of business, including fraud, corruption, bribery and facilitation payments, fiduciary responsibilities, and other behavior that may have an ethical component. This includes sensitivity to business norms and standards as they shift over time, jurisdiction, and culture. It addresses the company's ability to provide services that satisfy the highest professional and ethical standards of the industry, which means to avoid conflicts of interest, misrepresentation, bias, and negligence through training employees adequately and implementing policies and procedures to ensure employees provide services free from bias and error.|\n|**BUSMODELRESILIENCE**|**Business Model Resilience** - the category addresses an industry's capacity to manage risks and opportunities associated with incorporating social, environmental, and political transitions into long-term business model planning. This includes responsiveness to the transition to a low-carbon and climate-constrained economy, as well as growth and creation of new markets among unserved and underserved socioeconomic populations. The category highlights industries in which evolving environmental and social realities may challenge companies to fundamentally adapt or may put their business models at risk.|\n|**COMPETITIVEBEHAVIOR**|**Competitive Behavior** - the category covers social issues associated with existence of monopolies, which may include, but are not limited to, excessive prices, poor quality of service, and inefficiencies. It addresses a company's management of legal and social expectation around monopolistic and anti-competitive practices, including issues related to bargaining power, collusion, price fixing or manipulation, and protection of patents and intellectual property (IP).|\n|**CRITINCIDENTRISKMGT**|**Critical Incident Risk Management** - the category addresses the company's use of management systems and scenario planning to identify, understand, and prevent or minimize the occurrence of low-probability, high-impact accidents and emergencies with significant potential environmental and social externalities. It relates to the culture of safety at a company, its relevant safety management systems and technological controls, the potential human, environmental, and social implications of such events occurring, and the long-term effects to an organization, its workers, and society should these events occur.|\n|**CUSTOMERPRIVACY**|**Customer Privacy** - the category addresses management of risks related to the use of personally identifiable information (PII) and other customer or user data for secondary purposes including but not limited to marketing through affiliates and non-affiliates. The scope of the category includes social issues that may arise from a company's approach to collecting data, obtaining consent (e.g., opt-in policies), managing user and customer expectations regarding how their data is used, and managing evolving regulation. It excludes social issues arising from cybersecurity risks, which are covered in a separate category.|\n|**CUSTWELFARE**|**Customer Welfare** - the category addresses customer welfare concerns over issues including, but not limited to, health and nutrition of foods and beverages, antibiotic use in animal production, and management of controlled substances. The category addresses the company's ability to provide consumers with manufactured products and services that are aligned with societal expectations. It does not include issues directly related to quality and safety malfunctions of manufactured products and services, but instead addresses qualities inherent to the design and delivery of products and services where customer welfare may be in question. The scope of the category also captures companies' ability to prevent counterfeit products.|\n|**DATASECURITY**|**Data Security** - the category addresses management of risks related to collection, retention, and use of sensitive, confidential, and/or proprietary customer or user data. It includes social issues that may arise from incidents such as data breaches in which personally identifiable information (PII) and other user or customer data may be exposed. It addresses a company's strategy, policies, and practices related to IT infrastructure, staff training, record keeping, cooperation with law enforcement, and other mechanisms used to ensure security of customer or user data.|\n|**ECOLOGICALIMPACTS**|**Ecological Impacts** - the category addresses management of the company's impacts on ecosystems and biodiversity through activities including, but not limited to, land use for exploration, natural resource extraction, and cultivation, as well as project development, construction, and siting. The impacts include, but are not limited to, biodiversity loss, habitat destruction, and deforestation at all stages planning, land acquisition, permitting, development, operations, and site remediation. The category does not cover impacts of climate change on ecosystems and biodiversity.|\n|**EMPENGDIVANDINC**|**Employee Engagement Diversity and Inclusion** - the category addresses a company's ability to ensure that its culture and hiring and promotion practices embrace the building of a diverse and inclusive workforce that reflects the makeup of local talent pools and its customer base. It addresses the issues of discriminatory practices on the bases of race, gender, ethnicity, religion, sexual orientation, and other factors.|\n|**EMPHEALTHANDSAFETY**|**Employee Health and Safety** - the category addresses a company's ability to create and maintain a safe and healthy workplace environment that is free of injuries, fatalities, and illness (both chronic and acute). It is traditionally accomplished through implementing safety management plans, developing training requirements for employees and contractors, and conducting regular audits of their own practices as well as those of their subcontractors. The category further captures how companies ensure physical and mental health of workforce through technology, training, corporate culture, regulatory compliance, monitoring and testing, and personal protective equipment.|\n|**ENERGYMGT**|**Energy Management** - the category addresses environmental impacts associated with energy consumption. It addresses the company's management of energy in manufacturing and/or for provision of products and services derived from utility providers (grid energy) not owned or controlled by the company. More specifically, it includes management of energy efficiency and intensity, energy mix, as well as grid reliance. Upstream (e.g., suppliers) and downstream (e.g., product use) energy use is not included in the scope.|\n|**GHGEMISSIONS**|**Greenhouse Gas Emissions** - the category addresses direct (Scope 1) greenhouse gas (GHG) emissions that a company generates through its operations. This includes GHG emissions from stationary (e.g., factories, power plants) and mobile sources (e.g., trucks, delivery vehicles, planes), whether a result of combustion of fuel or non-combusted direct releases during activities such as natural resource extraction, power generation, land use, or biogenic processes. The category further includes management of regulatory risks, environmental compliance, and reputational risks and opportunities, as they related to direct GHG emissions. The seven GHGs covered under the Kyoto Protocol are included within the category carbon dioxide (CO2 ), methane (CH4), nitrous oxide (N2O), hydrofluorocarbons (HFCs), perfluorocarbons (PFCs), sulfur hexafluoride (SF6), and nitrogen trifluoride (NF3).|\n|**HUMANRIGHTSANDCOMRELS**|**Human Rights and Community Relations** - the category addresses management of the relationship between businesses and the communities in which they operate, including, but not limited to, management of direct and indirect impacts on core human rights and the treatment of indigenous peoples. More specifically, such management may cover socio-economic community impacts, community engagement, environmental justice, cultivation of local workforces, impact on local businesses, license to operate, and environmental/social impact assessments. The category does not include environmental impacts such as air pollution or waste which, although they may impact the health and safety of members of local communities, are addressed in separate categories.|\n|**LABORPRACTICES**|**Labor Practices** - the category addresses the company's ability to uphold commonly accepted labor standards in the workplace, including compliance with labor laws and internationally accepted norms and standards. This includes, but is not limited to, ensuring basic human rights related to child labor, forced or bonded labor, exploitative labor, fair wages and overtime pay, and other basic workers' rights. It also includes minimum wage policies and provision of benefits, which may influence how a workforce is attracted, retained, and motivated. The category further addresses a company's relationship with organized labor and freedom of association.|\n|**MGTOFLEGALANDREGENV**|**Management of the Legal and Regulatory Environment** - the category addresses a company's approach to engaging with regulators in cases where conflicting corporate and public interests may have the potential for long-term adverse direct or indirect environmental and social impacts. The category addresses a company's level of reliance upon regulatory policy or monetary incentives (such as subsidies and taxes), actions to influence industry policy (such as through lobbying), overall reliance on a favorable regulatory environment for business competitiveness, and ability to comply with relevant regulations. It may relate to the alignment of management and investor views of regulatory engagement and compliance at large.|\n|**MATSOURCINGANDEFF**|**Materials Sourcing and Efficiency** - the category addresses issues related to the resilience of materials supply chains to impacts of climate change and other external environmental and social factors. It captures the impacts of such external factors on operational activity of suppliers, which can further affect availability and pricing of key resources. It addresses a company's ability to manage these risks through product design, manufacturing, and end-of-life management, such as by using of recycled and renewable materials, reducing the use of key materials (dematerialization), maximizing resource efficiency in manufacturing, and making R&D investments in substitute materials. Additionally, companies can manage these issues by screening, selection, monitoring, and engagement with suppliers to ensure their resilience to external risks. It does not address issues associated with environmental and social externalities created by operational activity of individual suppliers, which is covered in a separate category.|\n|**MATERIALITY**|**Materiality** - this category represents a composite score of all 'material' SASB categories for the given entity. For more information on SASB's Materiality Map, visit [materiality.sasb.org](https://materiality.sasb.org/)|\n|**PHYIMPACTSOFCLIMATECHG**|**Physical Impacts of Climate Change** - the category addresses the company's ability to manage risks and opportunities associated with direct exposure of its owned or controlled assets and operations to actual or potential physical impacts of climate change. It captures environmental and social issues that may arise from operational disruptions due to physical impacts of climate change. It further captures socioeconomic issues resulting from companies failing to incorporate climate change consideration in products and services sold, such as insurance policies and mortgages. The category relates to the company's ability to adapt to increased frequency and severity of extreme weather, shifting climate, sea level risk, and other expected physical impacts of climate change. Management may involve enhancing resiliency of physical assets and/or surrounding infrastructure as well as incorporation of climate change-related considerations into key business activities (e.g., mortgage and insurance underwriting, planning and development of real estate projects).|\n|**PDANDLIFECYCLEMGT**|**Product Design and Lifecycle Management** - the category addresses incorporation of environmental, social, and governance (ESG) considerations in characteristics of products and services provided or sold by the company. It includes, but is not limited to, managing the lifecycle impacts of products and services, such as those related to packaging, distribution, use-phase resource intensity, and other environmental and social externalities that may occur during their use-phase or at the end of life. The category captures a company's ability to address customer and societal demand for more sustainable products and services as well as to meet evolving environmental and social regulation. It does not address direct environmental or social impacts of the company's operations nor does it address health and safety risks to consumers from product use, which are covered in other categories.|\n|**PRODQUALITYANDSFTY**|**Product Quality and Safety** - the category addresses issues involving unintended characteristics of products sold or services provided that may create health or safety risks to end-users. It addresses a company's ability to offer manufactured products and/or services that meet customer expectations with respect to their health and safety characteristics. It includes, but is not limited to, issues involving liability, management of recalls and market withdrawals, product testing, and chemicals/content/ ingredient management in products.|\n|**SELLPRACANDPRODLABEL**|**Selling Practices and Product Labeling** - the category addresses social issues that may arise from a failure to manage the transparency, accuracy, and comprehensibility of marketing statements, advertising, and labeling of products and services. It includes, but is not limited to, advertising standards and regulations, ethical and responsible marketing practices, misleading or deceptive labeling, as well as discriminatory or predatory selling and lending practices. This may include deceptive or aggressive selling practices in which incentive structures for employees could encourage the sale of products or services that are not in the best interest of customers or clients.|\n|**SUPPLYCHAINMGT**|**Supply Chain Management** - the category addresses management of environmental, social, and governance (ESG) risks within a company's supply chain. It addresses issues associated with environmental and social externalities created by suppliers through their operational activities. Such issues include, but are not limited to, environmental responsibility, human rights, labor practices, and ethics and corruption. Management may involve screening, selection, monitoring, and engagement with suppliers on their environmental and social impacts. The category does not address the impacts of external factors such as climate change and other environmental and social factors on suppliers' operations and/or on the availability and pricing of key resources, which is covered in a separate category.|\n|**SYSTEMICRISKMGT**|**Systemic Risk Management** - the category addresses the company's contributions to, or management of systemic risks resulting from large-scale weakening or collapse of systems upon which the economy and society depend. This includes financial systems, natural resource systems, and technological systems. It addresses the mechanisms a company has in place to reduce its contributions to systemic risks and to improve safeguards that may mitigate the impacts of systemic failure. For financial institutions, the category also captures the company's ability to absorb shocks arising from financial and economic stress and meet stricter regulatory requirements related to the complexity and interconnectedness of companies in the industry.|\n|**WASTEANDHZRDMATSMGT**|**Waste and Hazardous Materials Management** - the category addresses environmental issues associated with hazardous and non-hazardous waste generated by companies. It addresses a company's management of solid wastes in manufacturing, agriculture, and other industrial processes. It covers treatment, handling, storage, disposal, and regulatory compliance. The category does not cover emissions to air or wastewater, nor does it cover waste from end-of-life of products, which are addressed in separate categories.|\n|**WATERANDWASTEWATERMGT**|**Water and Wastewater Management** - the category addresses a company's water use, water consumption, wastewater generation, and other impacts of operations on water resources, which may be influenced by regional differences in the availability and quality of and competition for water resources. More specifically, it addresses management strategies including, but not limited to, water efficiency, intensity, and recycling. Lastly, the category also addresses management of wastewater treatment and discharge, including groundwater and aquifer pollution.|\n\n### Helper Input\n**ALL** = Simply gives the ability to request all categories in a single request without having to explicitly list out all 26 in the request. *This is not the same as \"ALLCATEGORIES\" which is a single overall score for the company and returned as default.*\n" }, { "name": "startDate", "value": "2018-12-31", "type": "query", "description": "The start date requested for a given date range in **YYYY-MM-DD** format. If left blank, the API will default to latest available completed period.\n" }, { "name": "endDate", "value": "2019-12-31", "type": "query", "description": "The end date requested for a given date range in **YYYY-MM-DD** format. If left blank, the API will default to latest available completed period.\n" }, { "name": "frequency", "value": "", "type": "query", "description": "Controls the display frequency of the data returned.\n * **D** = Daily\n * **W** = Weekly, based on the last day of the week of the start date.\n * **M** = Monthly, based on the last trading day of the month.\n * **CY** = Calendar Annual, based on the last trading day of the calendar year.\n \n" }, { "name": "calendar", "value": "FIVEDAY", "type": "query", "description": "Calendar of data returned. SEVENDAY includes weekends. LOCAL calendar will default to the securities' trading calendar which excludes date records for respective holiday periods." } ] }, "docs": "FactSet Truvalue Labs SASB Scores provides short-term, long-term, and momentum scores that are generated for 26 ESG categories defined by the Sustainability Accounting Standards Board. FactSet Truvalue also calculates a custom overall score called ALLCATEGORIES, can indicate data volume flow, and the Dynamic Materiality of that data flow.\n" }, { "info": { "name": "Factset for a Large List of Ids, Gets Short-term, Long-term, and Momentum Scores Based on the 26 Esg Categories Defined by the Sustainability Accounting Standards Board (sasb).", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-esg/v1/sasb-scores", "body": { "type": "json", "data": "{}" } }, "docs": "FactSet Truvalue Labs SASB Scores provides short-term, long-term, and momentum scores that are generated for 26 ESG categories defined by the Sustainability Accounting Standards Board. FactSet Truvalue also calculates a custom overall score called ALLCATEGORIES, can indicate data volume flow, and the Dynamic Materiality of that data flow.\n" }, { "info": { "name": "Factset Gets Esg Rankings for a Requested List of Ids and Dates.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-esg/v1/sasb-ranks", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP, SEDOL, and ISIN are accepted inputs.***ids limit** = 1000 per request*
*Make note, GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids, which may exceed this request line limit of 8KB, its advised for any requests with large request lines to be requested through the respective \"POST\" method.
*\n" }, { "name": "categories", "value": "ALLCATEGORIES,MATERIALITY", "type": "query", "description": "The Categories representing overall or composite rankings from all underlying 26 SASB Categories.\n\n### SASB Categories\n|**SASB Category Inputs**|**Description**|\n|||\n|**ALLCATEGORIES**|**All Categories** - The company's overall SASB Rank. This value is equal to the cumulative average of all 26 SASB categories.\n|**MATERIALITY**|**Materiality** - The composite rank of all 'material' SASB categories for the given entity. For more information on SASB's Materiality Map, visit [materiality.sasb.org](https://materiality.sasb.org/)|\n\n### Helper Input\n**ALL** = Simply gives the ability to request all categories in a single request without having to explicitly list each available category. \n" }, { "name": "startDate", "value": "2018-12-31", "type": "query", "description": "The start date requested for a given date range in **YYYY-MM-DD** format. If left blank, the API will default to latest available completed period.\n" }, { "name": "endDate", "value": "2019-12-31", "type": "query", "description": "The end date requested for a given date range in **YYYY-MM-DD** format. If left blank, the API will default to latest available completed period.\n" }, { "name": "frequency", "value": "", "type": "query", "description": "Controls the display frequency of the data returned.\n * **D** = Daily\n * **W** = Weekly, based on the last day of the week of the start date.\n * **M** = Monthly, based on the last trading day of the month.\n * **CY** = Calendar Annual, based on the last trading day of the calendar year.\n \n" }, { "name": "calendar", "value": "FIVEDAY", "type": "query", "description": "Calendar of data returned. SEVENDAY includes weekends. LOCAL calendar will default to the securities' trading calendar which excludes date records for respective holiday periods." } ] }, "docs": "Indicates if a company is a Leader, Above Average, Average, Below Average, or a Laggard; directly mapping from Industry Percentiles (*request IND_PCTL in scores endpoints*). Mapping of ESG Ranks to Industry Percentile Ranges is as follows - \n\n|Rank|Industry Percentile Range (%)|\n|||\n|Leader|90 - 100|\n|Above Average|70 - 89.9|\n|Average|30 - 69.9|\n|Below Average|10 - 29.9|\n|Laggard|0 - 9.9|\n\nIndustry classifications follow SICS, SASB's Industry Classification System. Using the Adjusted Insight sco" }, { "info": { "name": "Factset Get Esg Ranks for a Large List of Ids and Specified Date Range.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-esg/v1/sasb-ranks", "body": { "type": "json", "data": "{}" } }, "docs": "Indicates if a company is a Leader, Above Average, Average, Below Average, or a Laggard; directly mapping from Industry Percentiles (*request IND_PCTL in scores endpoints*). Mapping of ESG Ranks to Industry Percentile Ranges is as follows - \n\n|Rank|Industry Percentile Range (%)|\n|||\n|Leader|90 - 100|\n|Above Average|70 - 89.9|\n|Average|30 - 69.9|\n|Below Average|10 - 29.9|\n|Laggard|0 - 9.9|\n\nIndustry classifications follow SICS, SASB's Industry Classification System. Using the Adjusted Insight sco" }, { "info": { "name": "Factset Gets a Flat Key Value Array of Scores for Named Categories of the Input Scoretype(s).", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-esg/v1/sasb-scores-all", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP, SEDOL, and ISIN are accepted inputs.***ids limit** = 1000 per request*
*Make note, GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids, which may exceed this request line limit of 8KB, its advised for any requests with large request lines to be requested through the respective \"POST\" method.
*\n" }, { "name": "scoreTypes", "value": "PULSE,INSIGHT,MOMENTUM", "type": "query", "description": "The FactSet Truvalue Score types being requested. Score Types include the Pulse, Insight, Momentum, Article Volume, Category Volume, Dynamic Materiality Score, Adjusted Insight, and Industry Percentile. When left blank all score types will be returned for the requested Id. To specify select scores returned in the response, provide a comma-separated list of the scores using the description below.\nThese scores use the same underlying data and 100-point scale, except for ranks and percentiles. The cognitive computing system behind FactSet's Truvalue Platform uses natural language processing to interpret semantic content and generate analytics. It does so by applying criteria that are consistent with established sustainability and ESG frameworks, scoring data points on performance using a 0 to 100 scale. A score of 50 represents a neutral impact. Scores above 50 indicate positive performance, and scores below reflect negative performance.
\n\n### ESG Score Types\n\n|**SASB Category Input**|**Description**|\n|||\n|**PULSE**|*Pulse Score*, is a measure of near-term performance changes that highlights opportunities and controversies, enabling real-time monitoring of companies. It focuses on events of the day and provides a responsive signal to alert investors to dynamic moves.|\n|**INSIGHT**|*Insight Score*, a measure of a companys longer-term ESG track record, similar to a ratings system. Scores are less sensitive to daily events and reflect the enduring performance record of a company over time. Scores are derived using an exponentially-weighted moving average of the Pulse, defined below, and the half-life of an events influence on the overall score is 6 months.|\n|**MOMENTUM**|*Momentum Score*, measures the trend of a company's Insight score. It is a unique ESG metric in the industry that gives investors a high-precision view of the trajectory of a companys ESG performance, relative to peers. It does so by precisely articulating upward or downward movement, relative to that of all others in the universe, making it a measure that enhances quantitative workflows.|\n|**ART_VOL_TTM**|*Article Volume Score*, measures the information flow or number of articles about a company over the past 12 months.|\n|**CAT_VOL_TTM**|*Category Volume Score*, returns the total number of times any of the 26 categories received a score over a trailing twelve-month (TTM) period of time.|\n|**DYNAMIC_MAT**|*Dynamic Materiality Score*, shows the percentage value of data flow by category compared with the total data flow for the organization **(NOT VALID for `ALLCATEGORIES` and `MATERIALITY` category types).**|\n|**ADJ_INSIGHT**|*Adjusted Insight*, Measures company ESG performance, generating scores for lower-volume and zero-volume firms by blending company scores with industry medians. **(ONLY Vaild for `ALLCATEGORIES` and `MATERIALITY` categories).**Adjusted Insight Score = (# of articles / 5) x Company Insight Score + ((5 - # of articles) / 5) x Industry (or Sector) Median Insight Score.
|\n|**IND_PCTL**|*Industry Percentile*, offers context on company Adjusted Insight scores relative to peers in the same SICS Industry. This value is used to establish the textual ESG Rank. **(ONLY Vaild for `ALLCATEGORIES` and `MATERIALITY` categories).**|\n\n### Helper Input\n**ALL**= *Ability to fetch all of the \"scoreTypes\" listed above in a simplified query.* This is used by default and removes the need to explitly request each scoreType in the list.\n" }, { "name": "startDate", "value": "2018-12-31", "type": "query", "description": "The start date requested for a given date range in **YYYY-MM-DD** format. If left blank, the API will default to latest available completed period.\n" }, { "name": "endDate", "value": "2019-12-31", "type": "query", "description": "The end date requested for a given date range in **YYYY-MM-DD** format. If left blank, the API will default to latest available completed period.\n" }, { "name": "frequency", "value": "", "type": "query", "description": "Controls the display frequency of the data returned.\n * **D** = Daily\n * **W** = Weekly, based on the last day of the week of the start date.\n * **M** = Monthly, based on the last trading day of the month.\n * **CY** = Calendar Annual, based on the last trading day of the calendar year.\n \n" }, { "name": "calendar", "value": "FIVEDAY", "type": "query", "description": "Calendar of data returned. SEVENDAY includes weekends. LOCAL calendar will default to the securities' trading calendar which excludes date records for respective holiday periods." } ] }, "docs": "**Retrieves a flat array of all categories for the requested scoreType and ids. Unlike the /sasb-scores endpoint the format of the response returns category names as part of the key value.**Gets values for all categories for the selected score type(s) for the requested identifier(s). FactSet Truvalue Labs SASB Scores provides short-term, long-term, and momentum scores that are generated for 26 ESG categories defined by the Sustainability Accounting Standards Board. ESG Ranks are not supporte" }, { "info": { "name": "Factset Gets a Flat Key Value Array of Scores for Named Categories of the Input Score Type(s).", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-esg/v1/sasb-scores-all", "body": { "type": "json", "data": "{}" } }, "docs": "**Retrieves a flat array of all categories for the requested scoreType and ids. Unlike the /sasb-scores endpoint the format of the response returns category names as part of the key value.**
Gets values for all categories for the selected score type(s) for the requested identifier(s). FactSet Truvalue Labs SASB Scores provides short-term, long-term, and momentum scores that are generated for 26 ESG categories defined by the Sustainability Accounting Standards Board. ESG Ranks are not supporte" }, { "info": { "name": "Factset Gets Short-term, Long-term, and Momentum Scores Based on the 16 Sustainable Development Goals Categories Defined by the United Nations.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-esg/v1/sdg-scores", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Security or Entity identifiers. ISIN, Truvalue Identifiers, instrumentTvlId, instrumentPermId, and Tickers are accepted inputs.
***ids limit** = 1500 per request*
*Make note, GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids, which may lead to exceeding this request line limit of 8KB, its advised for any requests with large request lines to be requested through the respective \"POST\" method.
*\n" }, { "name": "scoreTypes", "value": "PULSE,INSIGHT,MOMENTUM", "type": "query", "description": "The FactSet Truvalue Score types being requested. Score Types include the Pulse, Insight, Momentum, Article Volume, Category Volume, Dynamic Materiality Score, Adjusted Insight, and Industry Percentile. When left blank all score types will be returned for the requested Id. To specify select scores returned in the response, provide a comma-separated list of the scores using the description below.\nThese scores use the same underlying data and 100-point scale, except for ranks and percentiles. The cognitive computing system behind FactSet's Truvalue Platform uses natural language processing to interpret semantic content and generate analytics. It does so by applying criteria that are consistent with established sustainability and ESG frameworks, scoring data points on performance using a 0 to 100 scale. A score of 50 represents a neutral impact. Scores above 50 indicate positive performance, and scores below reflect negative performance.
\n\n### SDG Score Types\n\n|**SDG Category Input**|**Description**|\n|||\n|**PULSE**|*Pulse Score*, is a measure of near-term performance changes that highlights opportunities and controversies, enabling real-time monitoring of companies. It focuses on events of the day and provides a responsive signal to alert investors to dynamic moves.|\n|**INSIGHT**|*Insight Score*, a measure of a company's longer-term SDG track record, similar to a ratings system. Scores are less sensitive to daily events and reflect the enduring performance record of a company over time. Scores are derived using an exponentially-weighted moving average of the Pulse, defined below, and the half-life of an event's influence on the overall score is 6 months.|\n|**MOMENTUM**|*Momentum Score*, measures the trend of a company's Insight score. It is a unique ESG metric in the industry that gives investors a high-precision view of the trajectory of a company's SDG performance, relative to peers. It does so by precisely articulating upward or downward movement, relative to that of all others in the universe, making it a measure that enhances quantitative workflows.|\n|**DYNAMIC_MAT**|*Dynamic Materiality Score*, shows the percentage value of data flow by category compared with the total data flow for the organization |\n|**ADJ_INSIGHT**|*Adjusted Insight*, Measures company SDG performance, generating scores for lower-volume and zero-volume firms by blending company scores with industry medians. **(ONLY Vaild for `IMPACT` category)**.**Adjusted Insight Score = (# of articles / 5) x Company Insight Score + ((5 - # of articles) / 5) x Industry (or Sector) Median Insight Score.
|\n|**IND_PCTL**|*Industry Percentile*, offers context on company Adjusted Insight scores relative to peers in the same SICS Industry. This value is used to establish the textual ESG Rank. **(ONLY Vaild for `IMPACT` category).**|\n|**TTM_VOLUME**|*TTM Volume*, measures the data flow over a trailing twelve month period.|\n|**SDG_RANK**|*SDG Rank*, offers rank leveraging the 16 ESG categories defined by Sustainable Development Goals (SDG).The datatype for the data returned when this score types is requested is String**(ONLY Vaild for `IMPACT` category)**.|\n" }, { "name": "categories", "value": "IMPACT", "type": "query", "description": "The SDG Categories specified for the Truvalue Scores being requested. To specify select categories returned in the response, provide a comma-separated list of the scores using the description below.\n\n|**SDG Category Input**|**Description**|\n|||\n|**IMPACT**|**Impact** - The aggregate SDG score for each company is simply named \"Impact.\" The SDG Impact Score is produced using a weighted average of individual category scores, where the weight utilized is the category score volume.|\n|**IMPACTARTICLES**|**Impact Articles** - The All Goals Category Volume measures the total number of times any of the 16 goals received a score over a trailing twelve-month (TTM) period of time. **( Data wil be returned only for `TTM_VOLUME` score type)**| \n|**GOAL1NOPOVERTY**|**No Poverty** - Goal 1 focuses on poverty in all its manifestations and also aims to ensure social protection for the poor and vulnerable, increase access to basic services and support people harmed by climate related extreme events and other economic, social and environmental shocks and disasters.**Company-Level Issue Examples** *- Financial services access and affordability, Underserved groups,Unethical pricing.*|\n|**GOAL2ZEROHUNGER**|**Zero Hunger** - Goal 2 aims to end hunger and all forms of malnutrition and commits to universal access to safe, nutritious and sufficient food at all times of the year, particularly for the poor and people in vulnerable situations (e.g., infants). This will require sustainable food production systems and resilient agricultural practices, equal access to land, technology, and markets and international cooperation on investments in infrastructure and technology to boost agricultural productivity.
**Company-Level Issue Examples** *- Sustainable agricultural practices, Agricultural ingredients sourcing and certifications, Food safety concerns, Animal welfare.*|\n|**GOAL3GOODHEALTHANDWELLBEING**|**Good Health and Wellbeing** - Goal 3 seeks to ensure health and wellbeing for all, at every stage of life and addresses all major health priorities, including reproductive, maternal, and child health; communicable, noncommunicable and environmental diseases; universal health coverage; and access for all to safe, effective, quality, and affordable medicines and vaccines.
**Company-Level Issue Examples** *- Harmful Chemicals in Products, Product Recalls, Healthcare Access and Affordability.*|\n|**GOAL4QUALITYEDUCATION**|**Quality Education** - Goal 4 addresses access and affordability of education and skills development starting from childhood development and continuing through adulthood, including for girls, persons with disabilities, indigenous peoples and children in vulnerable situations, Improvements to the access to education it hopes to ensure that all youth and a substantial proportion of adults achieve literacy and numeracy. It also seeks to build and upgrade education facilities and to increase the supply of qualified teachers.
**Company-Level Issue Examples** *- Mentorship and training, Education company quality, Education company ethics.*|\n|**GOAL5GENDEREQUALITY**|**Gender Equality** - Goal 5 emphasizes eliminating discrimination and violence against women and girls. The Goal emphasizes ensuring women's full and effective participation and equal opportunities for leadership at all levels of decision-making in political, economic and public life. Access to sexual and reproductive health and reproductive rights and access to economic resources (e.g., land ownership, financial services) are also emphasized.
**Company-Level Issue Examples** *- Board Diversity, Gender Discrimination, Sexual Harassment.*|\n|**GOAL6CLEANWATERANDSANITATION**|**Clean Water and Sanitation** - Goal 6 not only addresses issues relating to drinking water, sanitation and hygiene, but also the quality and sustainability of water resources worldwide. It strives to achieve universal and equitable access to safe and affordable drinking water for all. It also focuses on adequate and equitable sanitation and hygiene and reducing pollution, minimizing release of hazardous chemicals and materials, and protection of water-related ecosystems. It also highlights increasing water-use efficiency across all sectors, recycling, and ensuring sustainable withdrawals and supply of freshwater.
**Company-Level Issue Examples** *- Water Pollution, Water Recycling and Stewardship, Water Infrastructure.*|\n|**GOAL7AFFORDABLEANDCLEANENERGY**|**Goal 7 Affordable and Clean Energy** - Goal 7 seeks to ensure access to affordable, reliable, and modern energy services for all. It aims to increase renewable energy in the global energy mix and improve energy efficiency significantly. It also calls for more access to clean energy research, technology, and infrastructure for renewable energy, energy efficiency, and advanced and cleaner fossil-fuel technology, and promoting investment in energy infrastructure and clean energy technology.
**Company-Level Issue Examples** *- Green Buildings, Renewable Energy, Unethical Utility Pricing.*|\n|**GOAL8DECENTWORKANDECONOMICGROWTH**|**Decent Work and Economic Growth** - Goal 8 focuses on economic productivity and supports policies for entrepreneurship, creativity and innovation that assist micro, small, and medium-sized enterprises. The Goal also seeks to reduce unemployment, the proportion of youth not working or in school, child labor, and forced labor. Also covered are the protection of labor rights, migrant workers, safe and secure working environments, sustainable tourism, and increasing the capacity of domestic financial institutions in regards to access to banking, insurance, and financial services.
**Company-Level Issue Examples** *- Job Creation, Labor Exploitation, Employee Health and Safety, Workplace Turnover, Supplier Transparency.*|\n|**GOAL9INDUSTRYINNOVATIONANDINFRASTRUCTURE**|**Industry Innovation and Infrastructure** - Goal 9 focuses on three important aspects of sustainable development, infrastructure, industrialization and innovation, including considerations for resiliency, equity, quality, reliability, access and affordability, and regional and transborder infrastructure. The Goal focuses on infrastructure upgrades and retrofitting of industries with increased resource-use efficiency and clean and environmentally sound technologies and industrial processes.
**Company-Level Issue Examples** *- Digital Divide, ESG integration in financial services, Engineering Structural Integrity.*|\n|**GOAL10REDUCEDINEQUALITIES**|**Reduced Inequalities** - Goal 10 calls for reducing inequalities in income as well as those based on age, sex, disability, race, ethnicity, origin, religion, or economic or other status within a country. The Goal addresses inequalities among countries, including those related to representation, migration, and development assistance. It aims to empower and promote social, economic, and political inclusion of all. The Goal stresses regulation and monitoring of global financial markets and institutions.
**Company-Level Issue Examples** *- Responsible Lending, Worker Discrimination, CEO Pay Gap, Worker Pay Gap, Workplace Diversity and Inclusion.*|\n|**GOAL11SUSTAINABLECITIESANDCOMMUNITIES**|**Sustainable Cities and Communities** - Goal 11 seeks to ensure access for all to adequate, safe, and affordable housing and basic services, and green and public spaces, and to upgrade slums. It focuses on improving transportation, air quality and municipal and other waste management, and creating inclusive and sustainable urbanization through participatory urban planning. The Goal also supports safeguarding the world's cultural and natural heritage, while aiming to increase the number of cities and human settlements adopting and implementing integrated policies and plans towards inclusion, resource efficiency, mitigation and adaptation to climate change, and resilience to disasters.
**Company-Level Issue Examples** *- Air Pollution, Environmental Justice, Human Rights Violations, Affordable Housing.*|\n|**GOAL12RESPONSIBLECONSUMPTIONANDPRODUCTION**|**Responsible Consumption and Production** - Goal 12 aims to achieve the sustainable management and efficient use of natural resources through both the public and private sector. It specifically addresses global food waste in consumption, production, and distribution, sustainable tourism, waste and chemicals management. Goal 12 encourages sustainability reporting in the private sector, while in the public sector it encourages restructuring taxation and subsidies for fossil fuels and promoting sustainable public procurement practices.
**Company-Level Issue Examples** *- Sustainability Reporting, Circular Economy, Hazardous Waste Management, Waste Reduction.*|\n|**GOAL13CLIMATEACTION**|**Climate Action** - While Goal 13 is focused on actions by countries towards climate mitigation and adaptation, the private sector can also play a role in these areas. The goal seeks to strengthen resilience and adaptive capacity to climate-related hazards and natural disasters in all countries. It calls for integrating climate change measures, including those related to climate resilience and low GHG development, into national policies, strategies, and planning. It aims to improve education and awareness of climate change mitigation, adaptation, impact reduction, and early warning.
**Company-Level Issue Examples** *- GHG Emissions, Sustainable Transportation, Physical Climate Impacts.*|\n|**GOAL14LIFEBELOWWATER**|**Life Below Water** - Goal 14 focuses on preventing marine pollution of all kinds, particularly from land-based activities, and to minimize and address the impacts of ocean acidification. The Goal also aims to achieve sustainable yields in fisheries, through regulation of harvesting, controlling subsidies, and ending overfishing. It seeks to sustainably manage and protect marine and coastal ecosystems to avoid significant adverse impacts, including by strengthening their resilience, and take action for their restoration in order to achieve healthy and productive oceans.
**Company-Level Issue Examples** *- Impacts on water-related endangered species and habitats, Oil Spills, Seafood Sourcing.*|\n|**GOAL15LIFEONLAND**|**Life On Land** - Goal 15 seeks to ensure the conservation, restoration, and sustainable use of terrestrial and inland freshwater ecosystems and their services, in order to preserve biodiversity. It focuses specifically on sustainably managing forests, halting deforestation, restoring degraded lands and successfully combating desertification, reducing degraded natural habitats and ending biodiversity loss, with an emphasis on threatened species and invasive alien species.
**Company-Level Issue Examples** *- Impacts on land-related endangered species and habitats, Sustainable forestry practices and certifications, Project lifecycle environmental impacts.*|\n|**GOAL16PEACEJUSTICEANDSTRONGINSTITUTIONS**|**Peace, Justice, and Strong Institutions** - Goal 16 aims to significantly reduce all forms of violence, and also focuses specifically on reducing violence against children in the forms of abuse, exploitation, trafficking, and torture. It also aims to significantly reduce illicit financial and arms flows and to substantially reduce corruption and bribery in all their forms. The Goal also emphasizes effective and transparent institutions at all levels, inclusive and participatory decision-making, ensuring public access to information, and protection of fundamental freedoms.
**Company-Level Issue Examples** *- Tax Avoidance, Anti-Competitive Behavior, Cyber Security, Corruption, ESG Resolutions.*|\n" }, { "name": "startDate", "value": "2021-01-01", "type": "query", "description": "The start date requested for a given date range in YYYY-MM-DD format. The input start date must be before the input end date. Future dates (T+1) are not accepted in this endpoint.\n" }, { "name": "endDate", "value": "2021-10-30", "type": "query", "description": "The end date requested for a given date range in YYYY-MM-DD format. The input end date must be after the input start date. Future dates (T+1) are not accepted in this endpoint.\n" }, { "name": "frequency", "value": "", "type": "query", "description": "Controls the display frequency of the data returned.\n * **D** = Daily data (to receive most recent day's values, you must use daily frequency).\n * **W** = Weekly, End of week as of UTC Sunday at 12 AM.\n * **M** = Monthly, End of month as of UTC 12 AM.\n * **CY** = Yearly, End of year as of UTC 12 AM.\n \n" } ] }, "docs": "Truvalue Labs SDG Scores provides short-term, long-term, and momentum scores that are generated for 16 Sustainable Development Goals categories defined by the United Nations.\n" }, { "info": { "name": "Factset Gets Short-term, Long-term, and Momentum Scores Based on the 16 Sustainable Development Goals Categories Defined by United Nations.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-esg/v1/sdg-scores", "body": { "type": "json", "data": "{}" } }, "docs": "Truvalue Labs SDG Scores provides short-term, long-term, and momentum scores that are generated for 16 Sustainable Development Goals categories defined by the United Nations.*\n" }, { "info": { "name": "Factset Gets Principle Adverse Impact (pai) Data to Support Compliant Sfdr Sustainable Finance Disclosure Regulation (sfdr) Reporting", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-esg/v1/sfdr-pai", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input.
***ids limit** = 1500 per request*
*Make note, GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids, which may lead to exceeding this request line limit of 8KB, its advised for any requests with large request lines to be requested through the respective \"POST\" method.
*\n" }, { "name": "feelback", "value": "", "type": "query", "description": "This parameter would return the latest PAI data based on the indicators or the subtopics requested. This parameter should not be used in conjuction with `fiscalPeriodStart` and `fiscalPeriodEnd` \n" }, { "name": "fiscalPeriodStart", "value": "2020", "type": "query", "description": "Fiscal period start is expressed in YYYY formats. The input start date must be before the input end date. Future dates (T+1) are not accepted in this endpoint.\n" }, { "name": "fiscalPeriodEnd", "value": "2021", "type": "query", "description": "Fiscal period end is expressed in YYYY formats. The input start date must be before the input end date. Future dates (T+1) are not accepted in this endpoint.\n" }, { "name": "indicators", "value": "Water,HumanRights", "type": "query", "description": "The indicators are the Principal Adverse Impact (PAI) metrics which consists of General, Mandatory and Additional indicators which supports the SFDR reporting. \n\nThe General indicators data can retrieved by providing the `GL001` and `GL002` subTopic codes as input. Please refer to the attached documentation for the full list of subtopics codes and their mapping with the indicators.\n\nThe data can also be requested for individual sub topic codes in addition to the indicators mentioned below -\n \n|**SFDR PAI Indicators**|**Description**|\n|||\n|**MandatoryIndicators**| Mandatory indicators are the indicators which must be reported under the EU Sustainable Finance Disclosure Regulation (SFDR).|\n|**AdditionalIndicators**| These are additional environmental and social indicators as mentioned in additional tables as provided in the Annex 1 table in the SFDR RTS report.|\n|**GHGEmissions**| This mandatory indicator includes metrics related to greenhouse emissions such as - Scope 1, 2, and 3 emissions, footprint and intensity and energy consumption from non-renewable and high climate sectors.|\n|**Biodiversity**| This mandatory indicator includes metrics pertaining to biodiversity and a company's impacts on biodiversity-sensitive areas.|\n|**Water**| This mandatory indicator includes data relating to emissions to water as made by the companies.|\n|**Waste**| This mandatory indicator includes data relating to hazardous waste as generated by the companies.|\n|**SocialEmployeeMatters**| This mandatory indicator includes employee-related metrics like gender diversity, pay gap and social-related metrics like violation of UNGC/OECD principles and exposure to controversial weapons.|\n|**Emissions**| This additional indicator includes metrics related to air pollutants, inorganic pollutants and ozone depleting substance. |\n|**EnergyPerformance**| This additional indicator includes metrics related to various sources of non-renewable energy as used by the companies. |\n|**WaterWasteMaterialEmissions**| This mandatory indicator includes employee-related metrics like gender diversity, pay gap and social-related metrics like violation of UNGC/OECD principles and exposure to controversial weapons.|\n|**AdditionalEmployeeMatters**| This additional indicator includes metrics related to workplace discrimination and safety, whistleblower mechanism and supplier code of conduct.|\n|**HumanRights**| This additional indicator includes metrics related to both policies and performance of a company in the areas of human rights, forced labor and human trafficking.|\n|**AntiCorruptionAntiBribery**| This additional indicator includes data related to company violations of anti-corruption and anti-bribery laws, and resulting fines.|\n" }, { "name": "calculation", "value": "", "type": "query", "description": "This parameter would return the PAI data based on the input provided. All the data for indicators or subtopics requested are returned when the input is `true` and the SFDR required metrics are only returned when the input is`false`\n" } ] }, "docs": "SFDR Principle Adverse Impact (PAI) data is built specifically to support compliant Sustainable Finance Disclosure Regulation (SFDR) reporting. FactSet collects PAI data items from publicly available company-reported information and FactSet databases, such as FactSet Fundamentals, FactSet RBICS with Revenue and FactSet People, which are also based on company-disclosures. FactSet uses Truvalue Labs SASB Spotlights for supplemental OECD & UNGC violation checks where company reporting is sparse. \n" }, { "info": { "name": "Factset Gets Principle Adverse Impact (pai) Data to Support Compliant Sfdr Sustainable Finance Disclosure Regulation (sfdr) Reporting", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-esg/v1/sfdr-pai", "body": { "type": "json", "data": "{}" } }, "docs": "SFDR Principle Adverse Impact (PAI) data is built specifically to support compliant Sustainable Finance Disclosure Regulation (SFDR) reporting. FactSet collects PAI data items from publicly available company-reported information and FactSet databases, such as FactSet Fundamentals, FactSet RBICS with Revenue and FactSet People, which are also based on company-disclosures. FactSet uses Truvalue Labs SASB Spotlights for supplemental OECD & UNGC violation checks where company reporting is sparse.\n" }, { "info": { "name": "Factset Gets Spotlight Data for the Most Important Positive and Negative Esg Events to Enable Timely and Systematic Trading Strategies and Portfolio Management", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-esg/v1/sasb-spotlights", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input.***ids limit** = 1500 per request*
*Make note, GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids, which may lead to exceeding this request line limit of 8KB, its advised for any requests with large request lines to be requested through the respective \"POST\" method.
*\n" }, { "name": "startDate", "value": "2021-01-01", "type": "query", "description": "The start date requested for a given date range in YYYY-MM-DD format. The input start date must be before the input end date. Future dates (T+1) are not accepted in this endpoint.\n" }, { "name": "endDate", "value": "2021-10-30", "type": "query", "description": "The end date requested for a given date range in YYYY-MM-DD format. The input end date must be after the input start date. Future dates (T+1) are not accepted in this endpoint.\n" }, { "name": "fields", "value": "", "type": "query", "description": "Request available SASB Spotlights data fields to be included in the response.\n Default is all fields. _fsymId_,_orgId_, _date_, _spotlightId_, _groupId_ and _requestId_ are always included.\n \n***ids limit** = 1500 per request*
*Make note, GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids, which may lead to exceeding this request line limit of 8KB, its advised for any requests with large request lines to be requested through the respective \"POST\" method.
*\n" }, { "name": "startDate", "value": "2021-01-01", "type": "query", "description": "The start date requested for a given date range in YYYY-MM-DD format. The input start date must be before the input end date. Future dates (T+1) are not accepted in this endpoint.\n" }, { "name": "endDate", "value": "2021-10-30", "type": "query", "description": "The end date requested for a given date range in YYYY-MM-DD format. The input end date must be after the input start date. Future dates (T+1) are not accepted in this endpoint.\n" }, { "name": "categories", "value": "IMPACT", "type": "query", "description": "The SDG Categories specified for the Truvalue Scores being requested. To specify select categories returned in the response, provide a comma-separated list of the scores using the description below.\n\n|**SDG Category Input**|**Description**|\n|||\n|**IMPACT**|**Impact** - The aggregate SDG score for each company is simply named \"Impact.\" The SDG Impact Score is produced using a weighted average of individual category scores, where the weight utilized is the category score volume.|\n|**GOAL1NOPOVERTY**|**No Poverty** - Goal 1 focuses on poverty in all its manifestations and also aims to ensure social protection for the poor and vulnerable, increase access to basic services and support people harmed by climate related extreme events and other economic, social and environmental shocks and disasters.**Company-Level Issue Examples** *- Financial services access and affordability, Underserved groups,Unethical pricing.*|\n|**GOAL2ZEROHUNGER**|**Zero Hunger** - Goal 2 aims to end hunger and all forms of malnutrition and commits to universal access to safe, nutritious and sufficient food at all times of the year, particularly for the poor and people in vulnerable situations (e.g., infants). This will require sustainable food production systems and resilient agricultural practices, equal access to land, technology, and markets and international cooperation on investments in infrastructure and technology to boost agricultural productivity.
**Company-Level Issue Examples** *- Sustainable agricultural practices, Agricultural ingredients sourcing and certifications, Food safety concerns, Animal welfare.*|\n|**GOAL3GOODHEALTHANDWELLBEING**|**Good Health and Wellbeing** - Goal 3 seeks to ensure health and wellbeing for all, at every stage of life and addresses all major health priorities, including reproductive, maternal, and child health; communicable, noncommunicable and environmental diseases; universal health coverage; and access for all to safe, effective, quality, and affordable medicines and vaccines.
**Company-Level Issue Examples** *- Harmful Chemicals in Products, Product Recalls, Healthcare Access and Affordability.*|\n|**GOAL4QUALITYEDUCATION**|**Quality Education** - Goal 4 addresses access and affordability of education and skills development starting from childhood development and continuing through adulthood, including for girls, persons with disabilities, indigenous peoples and children in vulnerable situations, Improvements to the access to education it hopes to ensure that all youth and a substantial proportion of adults achieve literacy and numeracy. It also seeks to build and upgrade education facilities and to increase the supply of qualified teachers.
**Company-Level Issue Examples** *- Mentorship and training, Education company quality, Education company ethics.*|\n|**GOAL5GENDEREQUALITY**|**Gender Equality** - Goal 5 emphasizes eliminating discrimination and violence against women and girls. The Goal emphasizes ensuring women's full and effective participation and equal opportunities for leadership at all levels of decision-making in political, economic and public life. Access to sexual and reproductive health and reproductive rights and access to economic resources (e.g., land ownership, financial services) are also emphasized.
**Company-Level Issue Examples** *- Board Diversity, Gender Discrimination, Sexual Harassment.*|\n|**GOAL6CLEANWATERANDSANITATION**|**Clean Water and Sanitation** - Goal 6 not only addresses issues relating to drinking water, sanitation and hygiene, but also the quality and sustainability of water resources worldwide. It strives to achieve universal and equitable access to safe and affordable drinking water for all. It also focuses on adequate and equitable sanitation and hygiene and reducing pollution, minimizing release of hazardous chemicals and materials, and protection of water-related ecosystems. It also highlights increasing water-use efficiency across all sectors, recycling, and ensuring sustainable withdrawals and supply of freshwater.
**Company-Level Issue Examples** *- Water Pollution, Water Recycling and Stewardship, Water Infrastructure.*|\n|**GOAL7AFFORDABLEANDCLEANENERGY**|**Goal 7 Affordable and Clean Energy** - Goal 7 seeks to ensure access to affordable, reliable, and modern energy services for all. It aims to increase renewable energy in the global energy mix and improve energy efficiency significantly. It also calls for more access to clean energy research, technology, and infrastructure for renewable energy, energy efficiency, and advanced and cleaner fossil-fuel technology, and promoting investment in energy infrastructure and clean energy technology.
**Company-Level Issue Examples** *- Green Buildings, Renewable Energy, Unethical Utility Pricing.*|\n|**GOAL8DECENTWORKANDECONOMICGROWTH**|**Decent Work and Economic Growth** - Goal 8 focuses on economic productivity and supports policies for entrepreneurship, creativity and innovation that assist micro, small, and medium-sized enterprises. The Goal also seeks to reduce unemployment, the proportion of youth not working or in school, child labor, and forced labor. Also covered are the protection of labor rights, migrant workers, safe and secure working environments, sustainable tourism, and increasing the capacity of domestic financial institutions in regards to access to banking, insurance, and financial services.
**Company-Level Issue Examples** *- Job Creation, Labor Exploitation, Employee Health and Safety, Workplace Turnover, Supplier Transparency.*|\n|**GOAL9INDUSTRYINNOVATIONANDINFRASTRUCTURE**|**Industry Innovation and Infrastructure** - Goal 9 focuses on three important aspects of sustainable development, infrastructure, industrialization and innovation, including considerations for resiliency, equity, quality, reliability, access and affordability, and regional and transborder infrastructure. The Goal focuses on infrastructure upgrades and retrofitting of industries with increased resource-use efficiency and clean and environmentally sound technologies and industrial processes.
**Company-Level Issue Examples** *- Digital Divide, ESG integration in financial services, Engineering Structural Integrity.*|\n|**GOAL10REDUCEDINEQUALITIES**|**Reduced Inequalities** - Goal 10 calls for reducing inequalities in income as well as those based on age, sex, disability, race, ethnicity, origin, religion, or economic or other status within a country. The Goal addresses inequalities among countries, including those related to representation, migration, and development assistance. It aims to empower and promote social, economic, and political inclusion of all. The Goal stresses regulation and monitoring of global financial markets and institutions.
**Company-Level Issue Examples** *- Responsible Lending, Worker Discrimination, CEO Pay Gap, Worker Pay Gap, Workplace Diversity and Inclusion.*|\n|**GOAL11SUSTAINABLECITIESANDCOMMUNITIES**|**Sustainable Cities and Communities** - Goal 11 seeks to ensure access for all to adequate, safe, and affordable housing and basic services, and green and public spaces, and to upgrade slums. It focuses on improving transportation, air quality and municipal and other waste management, and creating inclusive and sustainable urbanization through participatory urban planning. The Goal also supports safeguarding the world's cultural and natural heritage, while aiming to increase the number of cities and human settlements adopting and implementing integrated policies and plans towards inclusion, resource efficiency, mitigation and adaptation to climate change, and resilience to disasters.
**Company-Level Issue Examples** *- Air Pollution, Environmental Justice, Human Rights Violations, Affordable Housing.*|\n|**GOAL12RESPONSIBLECONSUMPTIONANDPRODUCTION**|**Responsible Consumption and Production** - Goal 12 aims to achieve the sustainable management and efficient use of natural resources through both the public and private sector. It specifically addresses global food waste in consumption, production, and distribution, sustainable tourism, waste and chemicals management. Goal 12 encourages sustainability reporting in the private sector, while in the public sector it encourages restructuring taxation and subsidies for fossil fuels and promoting sustainable public procurement practices.
**Company-Level Issue Examples** *- Sustainability Reporting, Circular Economy, Hazardous Waste Management, Waste Reduction.*|\n|**GOAL13CLIMATEACTION**|**Climate Action** - While Goal 13 is focused on actions by countries towards climate mitigation and adaptation, the private sector can also play a role in these areas. The goal seeks to strengthen resilience and adaptive capacity to climate-related hazards and natural disasters in all countries. It calls for integrating climate change measures, including those related to climate resilience and low GHG development, into national policies, strategies, and planning. It aims to improve education and awareness of climate change mitigation, adaptation, impact reduction, and early warning.
**Company-Level Issue Examples** *- GHG Emissions, Sustainable Transportation, Physical Climate Impacts.*|\n|**GOAL14LIFEBELOWWATER**|**Life Below Water** - Goal 14 focuses on preventing marine pollution of all kinds, particularly from land-based activities, and to minimize and address the impacts of ocean acidification. The Goal also aims to achieve sustainable yields in fisheries, through regulation of harvesting, controlling subsidies, and ending overfishing. It seeks to sustainably manage and protect marine and coastal ecosystems to avoid significant adverse impacts, including by strengthening their resilience, and take action for their restoration in order to achieve healthy and productive oceans.
**Company-Level Issue Examples** *- Impacts on water-related endangered species and habitats, Oil Spills, Seafood Sourcing.*|\n|**GOAL15LIFEONLAND**|**Life On Land** - Goal 15 seeks to ensure the conservation, restoration, and sustainable use of terrestrial and inland freshwater ecosystems and their services, in order to preserve biodiversity. It focuses specifically on sustainably managing forests, halting deforestation, restoring degraded lands and successfully combating desertification, reducing degraded natural habitats and ending biodiversity loss, with an emphasis on threatened species and invasive alien species.
**Company-Level Issue Examples** *- Impacts on land-related endangered species and habitats, Sustainable forestry practices and certifications, Project lifecycle environmental impacts.*|\n|**GOAL16PEACEJUSTICEANDSTRONGINSTITUTIONS**|**Peace, Justice, and Strong Institutions** - Goal 16 aims to significantly reduce all forms of violence, and also focuses specifically on reducing violence against children in the forms of abuse, exploitation, trafficking, and torture. It also aims to significantly reduce illicit financial and arms flows and to substantially reduce corruption and bribery in all their forms. The Goal also emphasizes effective and transparent institutions at all levels, inclusive and participatory decision-making, ensuring public access to information, and protection of fundamental freedoms.
**Company-Level Issue Examples** *- Tax Avoidance, Anti-Competitive Behavior, Cyber Security, Corruption, ESG Resolutions.*|\n" }, { "name": "fields", "value": "", "type": "query", "description": "Request available SDG Spotlights data fields to be included in the response.\n Default is all fields. _fsymId_,_orgId_, _date_, _spotlightId_, _groupId_ and _requestId_ are always included.\n \n
***ids limit** = 1500 per request*
*Make note, GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids, which may lead to exceeding this request line limit of 8KB, its advised for any requests with large request lines to be requested through the respective \"POST\" method.
*\n" }, { "name": "startDate", "value": "2021-01-01", "type": "query", "description": "The start date requested for a given date range in YYYY-MM-DD format. The input start date must be before the input end date. Future dates (T+1) are not accepted in this endpoint.\n" }, { "name": "endDate", "value": "2021-10-30", "type": "query", "description": "The end date requested for a given date range in YYYY-MM-DD format. The input end date must be after the input start date. Future dates (T+1) are not accepted in this endpoint.\n" }, { "name": "dateOf", "value": "PUBLICATION", "type": "query", "description": "Date of Publication or Ingestion \n * **Publication:** use for startDate and endDate the articles publication date \n * **Ingestion:** use for startDate and endDate the articles TVL first processing date \n \n" }, { "name": "fields", "value": "datePub", "type": "query", "description": "Request available Articles data fields to be included in the response.\n Default is all fields. _fsymId_ and _articleId_ are always included.\n \n***ids limit** = 1500 per request*
*Make note, GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids, which may lead to exceeding this request line limit of 8KB, its advised for any requests with large request lines to be requested through the respective \"POST\" method.
*\n" }, { "name": "startDate", "value": "2021-01-01", "type": "query", "description": "The start date requested for a given date range in YYYY-MM-DD format. The input start date must be before the input end date. Future dates (T+1) are not accepted in this endpoint.\n" }, { "name": "endDate", "value": "2021-10-30", "type": "query", "description": "The end date requested for a given date range in YYYY-MM-DD format. The input end date must be after the input start date. Future dates (T+1) are not accepted in this endpoint.\n" }, { "name": "dateOf", "value": "PUBLICATION", "type": "query", "description": "Date of Publication or Ingestion \n * **Publication:** use for startDate and endDate the articles publication date \n * **Ingestion:** use for startDate and endDate the articles TVL first processing date \n \n" }, { "name": "fields", "value": "datePub", "type": "query", "description": "Request available Articles data fields to be included in the response.\n Default is all fields. _fsymId_ and _articleId_ are always included.\n \n**Company-Level Issue Examples** *- Financial services access and affordability, Underserved groups,Unethical pricing.*|\n|**GOAL2ZEROHUNGER**|**Zero Hunger** - Goal 2 aims to end hunger and all forms of malnutrition and commits to universal access to safe, nutritious and sufficient food at all times of the year, particularly for the poor and people in vulnerable situations (e.g., infants). This will require sustainable food production systems and resilient agricultural practices, equal access to land, technology, and markets and international cooperation on investments in infrastructure and technology to boost agricultural productivity.
**Company-Level Issue Examples** *- Sustainable agricultural practices, Agricultural ingredients sourcing and certifications, Food safety concerns, Animal welfare.*|\n|**GOAL3GOODHEALTHANDWELLBEING**|**Good Health and Wellbeing** - Goal 3 seeks to ensure health and wellbeing for all, at every stage of life and addresses all major health priorities, including reproductive, maternal, and child health; communicable, noncommunicable and environmental diseases; universal health coverage; and access for all to safe, effective, quality, and affordable medicines and vaccines.
**Company-Level Issue Examples** *- Harmful Chemicals in Products, Product Recalls, Healthcare Access and Affordability.*|\n|**GOAL4QUALITYEDUCATION**|**Quality Education** - Goal 4 addresses access and affordability of education and skills development starting from childhood development and continuing through adulthood, including for girls, persons with disabilities, indigenous peoples and children in vulnerable situations, Improvements to the access to education it hopes to ensure that all youth and a substantial proportion of adults achieve literacy and numeracy. It also seeks to build and upgrade education facilities and to increase the supply of qualified teachers.
**Company-Level Issue Examples** *- Mentorship and training, Education company quality, Education company ethics.*|\n|**GOAL5GENDEREQUALITY**|**Gender Equality** - Goal 5 emphasizes eliminating discrimination and violence against women and girls. The Goal emphasizes ensuring women's full and effective participation and equal opportunities for leadership at all levels of decision-making in political, economic and public life. Access to sexual and reproductive health and reproductive rights and access to economic resources (e.g., land ownership, financial services) are also emphasized.
**Company-Level Issue Examples** *- Board Diversity, Gender Discrimination, Sexual Harassment.*|\n|**GOAL6CLEANWATERANDSANITATION**|**Clean Water and Sanitation** - Goal 6 not only addresses issues relating to drinking water, sanitation and hygiene, but also the quality and sustainability of water resources worldwide. It strives to achieve universal and equitable access to safe and affordable drinking water for all. It also focuses on adequate and equitable sanitation and hygiene and reducing pollution, minimizing release of hazardous chemicals and materials, and protection of water-related ecosystems. It also highlights increasing water-use efficiency across all sectors, recycling, and ensuring sustainable withdrawals and supply of freshwater.
**Company-Level Issue Examples** *- Water Pollution, Water Recycling and Stewardship, Water Infrastructure.*|\n|**GOAL7AFFORDABLEANDCLEANENERGY**|**Goal 7 Affordable and Clean Energy** - Goal 7 seeks to ensure access to affordable, reliable, and modern energy services for all. It aims to increase renewable energy in the global energy mix and improve energy efficiency significantly. It also calls for more access to clean energy research, technology, and infrastructure for renewable energy, energy efficiency, and advanced and cleaner fossil-fuel technology, and promoting investment in energy infrastructure and clean energy technology.
**Company-Level Issue Examples** *- Green Buildings, Renewable Energy, Unethical Utility Pricing.*|\n|**GOAL8DECENTWORKANDECONOMICGROWTH**|**Decent Work and Economic Growth** - Goal 8 focuses on economic productivity and supports policies for entrepreneurship, creativity and innovation that assist micro, small, and medium-sized enterprises. The Goal also seeks to reduce unemployment, the proportion of youth not working or in school, child labor, and forced labor. Also covered are the protection of labor rights, migrant workers, safe and secure working environments, sustainable tourism, and increasing the capacity of domestic financial institutions in regards to access to banking, insurance, and financial services.
**Company-Level Issue Examples** *- Job Creation, Labor Exploitation, Employee Health and Safety, Workplace Turnover, Supplier Transparency.*|\n|**GOAL9INDUSTRYINNOVATIONANDINFRASTRUCTURE**|**Industry Innovation and Infrastructure** - Goal 9 focuses on three important aspects of sustainable development, infrastructure, industrialization and innovation, including considerations for resiliency, equity, quality, reliability, access and affordability, and regional and transborder infrastructure. The Goal focuses on infrastructure upgrades and retrofitting of industries with increased resource-use efficiency and clean and environmentally sound technologies and industrial processes.
**Company-Level Issue Examples** *- Digital Divide, ESG integration in financial services, Engineering Structural Integrity.*|\n|**GOAL10REDUCEDINEQUALITIES**|**Reduced Inequalities** - Goal 10 calls for reducing inequalities in income as well as those based on age, sex, disability, race, ethnicity, origin, religion, or economic or other status within a country. The Goal addresses inequalities among countries, including those related to representation, migration, and development assistance. It aims to empower and promote social, economic, and political inclusion of all. The Goal stresses regulation and monitoring of global financial markets and institutions.
**Company-Level Issue Examples** *- Responsible Lending, Worker Discrimination, CEO Pay Gap, Worker Pay Gap, Workplace Diversity and Inclusion.*|\n|**GOAL11SUSTAINABLECITIESANDCOMMUNITIES**|**Sustainable Cities and Communities** - Goal 11 seeks to ensure access for all to adequate, safe, and affordable housing and basic services, and green and public spaces, and to upgrade slums. It focuses on improving transportation, air quality and municipal and other waste management, and creating inclusive and sustainable urbanization through participatory urban planning. The Goal also supports safeguarding the world's cultural and natural heritage, while aiming to increase the number of cities and human settlements adopting and implementing integrated policies and plans towards inclusion, resource efficiency, mitigation and adaptation to climate change, and resilience to disasters.
**Company-Level Issue Examples** *- Air Pollution, Environmental Justice, Human Rights Violations, Affordable Housing.*|\n|**GOAL12RESPONSIBLECONSUMPTIONANDPRODUCTION**|**Responsible Consumption and Production** - Goal 12 aims to achieve the sustainable management and efficient use of natural resources through both the public and private sector. It specifically addresses global food waste in consumption, production, and distribution, sustainable tourism, waste and chemicals management. Goal 12 encourages sustainability reporting in the private sector, while in the public sector it encourages restructuring taxation and subsidies for fossil fuels and promoting sustainable public procurement practices.
**Company-Level Issue Examples** *- Sustainability Reporting, Circular Economy, Hazardous Waste Management, Waste Reduction.*|\n|**GOAL13CLIMATEACTION**|**Climate Action** - While Goal 13 is focused on actions by countries towards climate mitigation and adaptation, the private sector can also play a role in these areas. The goal seeks to strengthen resilience and adaptive capacity to climate-related hazards and natural disasters in all countries. It calls for integrating climate change measures, including those related to climate resilience and low GHG development, into national policies, strategies, and planning. It aims to improve education and awareness of climate change mitigation, adaptation, impact reduction, and early warning.
**Company-Level Issue Examples** *- GHG Emissions, Sustainable Transportation, Physical Climate Impacts.*|\n|**GOAL14LIFEBELOWWATER**|**Life Below Water** - Goal 14 focuses on preventing marine pollution of all kinds, particularly from land-based activities, and to minimize and address the impacts of ocean acidification. The Goal also aims to achieve sustainable yields in fisheries, through regulation of harvesting, controlling subsidies, and ending overfishing. It seeks to sustainably manage and protect marine and coastal ecosystems to avoid significant adverse impacts, including by strengthening their resilience, and take action for their restoration in order to achieve healthy and productive oceans.
**Company-Level Issue Examples** *- Impacts on water-related endangered species and habitats, Oil Spills, Seafood Sourcing.*|\n|**GOAL15LIFEONLAND**|**Life On Land** - Goal 15 seeks to ensure the conservation, restoration, and sustainable use of terrestrial and inland freshwater ecosystems and their services, in order to preserve biodiversity. It focuses specifically on sustainably managing forests, halting deforestation, restoring degraded lands and successfully combating desertification, reducing degraded natural habitats and ending biodiversity loss, with an emphasis on threatened species and invasive alien species.
**Company-Level Issue Examples** *- Impacts on land-related endangered species and habitats, Sustainable forestry practices and certifications, Project lifecycle environmental impacts.*|\n|**GOAL16PEACEJUSTICEANDSTRONGINSTITUTIONS**|**Peace, Justice, and Strong Institutions** - Goal 16 aims to significantly reduce all forms of violence, and also focuses specifically on reducing violence against children in the forms of abuse, exploitation, trafficking, and torture. It also aims to significantly reduce illicit financial and arms flows and to substantially reduce corruption and bribery in all their forms. The Goal also emphasizes effective and transparent institutions at all levels, inclusive and participatory decision-making, ensuring public access to information, and protection of fundamental freedoms.
**Company-Level Issue Examples** *- Tax Avoidance, Anti-Competitive Behavior, Cyber Security, Corruption, ESG Resolutions.*|\n" } ] }, "docs": "Articles endpoint allows to retrieve underlying news articles used by the AI engine to calculate the ESG Scores of companies and therefore provides ESG relevant news and also transparency into the ESG Scores.\n" }, { "info": { "name": "Factset Request Articles Tagged With Sdg Lens Categories From 2016-01-01 to Previous Day", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-esg/v1/sdg-articles", "body": { "type": "json", "data": "{}" } }, "docs": "Articles endpoint allows to retrieve underlying news articles used by the AI engine to calculate the ESG Scores of companies and therefore provides ESG relevant news and also transparency into the ESG Scores.\n" }, { "info": { "name": "Factset Retrieves Consensus Estimates for a Requested List of Ids and Rolling Fiscal Periods.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-estimates/v2/rolling-consensus", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input.
***ids limit** = 3000 per request*
* Make Note - id limit of 3000 for defaults, otherwise the service is limited to a 30 second duration. This can be reached when increasing total number of metrics requested and depth of history. *\n" }, { "name": "metrics", "value": "", "type": "query", "description": "Requested metrics. Use the /metrics endpoint to return a list of available estimate items. Note, the number of metrics you are allowed to supply is limited to 1 for now. **Top 10** most used metrics are **EPS, SALES, DPS, EBITDA,EBIT, PRICE_TGT, CFPS, BPS, NET_INC, and ASSETS**. For more details, visit [Online Assistant Page #15034](https://oa.apps.factset.com/pages/15034).\n" }, { "name": "startDate", "value": "2019-07-30", "type": "query", "description": "Start date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "endDate", "value": "2020-07-30", "type": "query", "description": "End date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "frequency", "value": "", "type": "query", "description": "Controls the frequency of the data returned.\n * **D** = Daily\n * **W** = Weekly, based on the last day of the week of the start date.\n * **AM** = Monthly, based on the start date (e.g., if the start date is June 16, data is displayed for June 16, May 16, April 16 etc.). \n * **AQ** = Quarterly, based on the start date.\n * **AY** = Actual Annual, based on the start date. \n" }, { "name": "relativeFiscalStart", "value": "1", "type": "query", "description": "Relative fiscal period, expressed as an integer, used to filter results. This is combined with the periodicity parameter to specify a relative estimate period. For example, set to 1 and periodicity to ANN to ask for relative Fiscal Year 1 (FY1)." }, { "name": "relativeFiscalEnd", "value": "3", "type": "query", "description": "Relative fiscal period, expressed as an integer, used to filter results. This is combined with the periodicity parameter to specify a relative estimate period. For example, set to 2 and periodicity to ANN to ask for relative Fiscal Year 1 (FY2)." }, { "name": "periodicity", "value": "", "type": "query", "description": "The periodicity for the estimates requested, allowing you to fetch Quarterly, Semi-Annual, Annual, and NTMA/LTMA Estimates.\n * **ANN** - Annual\n * **QTR** - Quarterly\n * **SEMI** - Semi-Annual \n * **NTMA** - Next-Twelve-Months - Time-weighted Annual. Estimates use a percentage of annual estimates from two fiscal years to create an estimate based on the 12-month period. Visit [OA 16614](https://my.apps.factset.com/oa/pages/16614)\nfor detail.\n * **LTMA** - Last-Twelve-Months - Time-weighted Annual. Estimates use a percentage of annual estimates from two fiscal years to create an estimate based on the 12-month period. Visit [OA 16614](https://my.apps.factset.com/oa/pages/16614)\nfor detail.\n \n" }, { "name": "currency", "value": "USD", "type": "query", "description": "Currency code for adjusting the data. Use 'ESTIMATE' as input value for the values in Estimate Currency. For a list of currency ISO codes, visit [Online Assistant Page #1470](https://oa.apps.factset.com/pages/1470)." } ] }, "docs": "Returns FactSet Estimates consensus data using rolling fiscal dates.The rolling behavior causes fiscal year to automatically roll from one year to the next as the historical perspective date changes. The fiscal period rolls forward as of each period end. This endpoint is optimized to allow the request to simply include a relative fiscal period (e.g. use relativeFiscalStart integer 1 and periodicity ANN for next unreported fiscal year end), and then see what the consensus thought the \"next fi" }, { "info": { "name": "Factset Retrieves Consensus Estimates for a Requested List of Ids and Rolling Fiscal Periods", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-estimates/v2/rolling-consensus", "body": { "type": "json", "data": "{}" } }, "docs": "Returns FactSet Estimates consensus data using rolling fiscal dates.
The rolling behavior causes fiscal year to automatically roll from one year to the next as the historical perspective date changes. The fiscal period rolls forward as of each period end. This endpoint is optimized to allow the request to simply include a relative fiscal period (e.g. use relativeFiscalStart integer 1 and periodicity ANN for next unreported fiscal year end), and then see what the consensus thought the \"next fi" }, { "info": { "name": "Factset Retrieves Consensus Estimates for a Requested List of Ids and Fixed Fiscal Periods", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-estimates/v2/fixed-consensus", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input.
***ids limit** = 3000 per request*
* Make Note - id limit of 3000 for defaults, otherwise the service is limited to a 30 second duration. This can be reached when increasing total number of metrics requested and depth of history. *\n" }, { "name": "metrics", "value": "", "type": "query", "description": "Requested metrics. Use the /metrics endpoint to return a list of available estimate items. Note, the number of metrics you are allowed to supply is limited to 1 for now. **Top 10** most used metrics are **EPS, SALES, DPS, EBITDA,EBIT, PRICE_TGT, CFPS, BPS, NET_INC, and ASSETS**. For more details, visit [Online Assistant Page #15034](https://oa.apps.factset.com/pages/15034).\n" }, { "name": "startDate", "value": "2019-07-30", "type": "query", "description": "Start date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "endDate", "value": "2020-07-30", "type": "query", "description": "End date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "frequency", "value": "", "type": "query", "description": "Controls the frequency of the data returned.\n * **D** = Daily\n * **W** = Weekly, based on the last day of the week of the start date.\n * **AM** = Monthly, based on the start date (e.g., if the start date is June 16, data is displayed for June 16, May 16, April 16 etc.). \n * **AQ** = Quarterly, based on the start date.\n * **AY** = Actual Annual, based on the start date. \n" }, { "name": "fiscalPeriodStart", "value": "2019", "type": "query", "description": "Fiscal period start expressed in absolute date formats. Date that will fall back to most recent completed period during resolution.\n * **Fiscal Quarter-end** - YYYY/FQ (e.g., 2019/1F, 2019/2F, 2019/3F, 2019/4F)\n * **Fiscal Year-end** - YYYY (e.g. 2019)\n" }, { "name": "fiscalPeriodEnd", "value": "2020", "type": "query", "description": "Fiscal period start expressed in absolute date formats. Date that will fall back to most recent completed period during resolution.\n * **Fiscal Quarter-end** - YYYY/FQ (e.g., 2019/1F, 2019/2F, 2019/3F, 2019/4F)\n * **Fiscal Year-end** - YYYY (e.g. 2019)\n" }, { "name": "periodicity", "value": "", "type": "query", "description": "The periodicity for the estimates requested, allowing you to fetch Quarterly, Semi-Annual, Annual, and NTMA/LTMA Estimates.\n * **ANN** - Annual\n * **QTR** - Quarterly\n * **SEMI** - Semi-Annual \n * **NTMA** - Next-Twelve-Months - Time-weighted Annual. Estimates use a percentage of annual estimates from two fiscal years to create an estimate based on the 12-month period. Visit [OA 16614](https://my.apps.factset.com/oa/pages/16614)\nfor detail.\n * **LTMA** - Last-Twelve-Months - Time-weighted Annual. Estimates use a percentage of annual estimates from two fiscal years to create an estimate based on the 12-month period. Visit [OA 16614](https://my.apps.factset.com/oa/pages/16614)\nfor detail.\n \n" }, { "name": "currency", "value": "USD", "type": "query", "description": "Currency code for adjusting the data. Use 'ESTIMATE' as input value for the values in Estimate Currency. For a list of currency ISO codes, visit [Online Assistant Page #1470](https://oa.apps.factset.com/pages/1470)." } ] }, "docs": "Returns FactSet Estimates consensus data using fixed fiscal dates. For example, if the company's current unreported year is 12/2020, all data returned by formulas that specify as the period/report basis will be for 12/2005 regardless of what perspective dates (startDate/endDate) are used. The fixed dates are \"locked\" in time and all estimated values are for that explicit date. If you are requesting that the estimated periods can change with the perspective date, please use the rolling-consensus " }, { "info": { "name": "Factset Consensus Estimates for Fixed Fiscal Periods", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-estimates/v2/fixed-consensus", "body": { "type": "json", "data": "{}" } }, "docs": "Returns FactSet Estimates consensus data using fixed fiscal dates. For example, if the company's current unreported year is 12/2020, all data returned by formulas that specify as the period/report basis will be for 12/2005 regardless of what perspective dates (startDate/endDate) are used. The fixed dates are \"locked\" in time and all estimated values are for that explicit date. If you are requesting that the estimated periods can change with the perspective date, please use the rolling-consensus " }, { "info": { "name": "Factset Estimates Detail Data for Rolling Fiscal Periods", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-estimates/v2/rolling-detail", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input.***ids limit** = 3000 per request*
* Make Note - id limit of 3000 for defaults, otherwise the service is limited to a 30 second duration. This can be reached when increasing total number of metrics requested and depth of history. *\n" }, { "name": "metrics", "value": "", "type": "query", "description": "Requested metrics. Use the /metrics endpoint to return a list of available estimate items. Note, the number of metrics you are allowed to supply is limited to 1 for now. **Top 10** most used metrics are **EPS, SALES, DPS, EBITDA,EBIT, PRICE_TGT, CFPS, BPS, NET_INC, and ASSETS**. For more details, visit [Online Assistant Page #15034](https://oa.apps.factset.com/pages/15034).\n" }, { "name": "startDate", "value": "2019-07-30", "type": "query", "description": "Start date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "endDate", "value": "2020-07-30", "type": "query", "description": "End date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "frequency", "value": "", "type": "query", "description": "Controls the frequency of the data returned.\n * **D** = Daily\n * **W** = Weekly, based on the last day of the week of the start date.\n * **AM** = Monthly, based on the start date (e.g., if the start date is June 16, data is displayed for June 16, May 16, April 16 etc.). \n * **AQ** = Quarterly, based on the start date.\n * **AY** = Actual Annual, based on the start date. \n" }, { "name": "periodicity", "value": "", "type": "query", "description": "The periodicity for the estimates requested, allowing you to fetch Quarterly, Semi-Annual, and Annual Estimates.\n * **ANN** - Annual\n * **QTR** - Quarterly\n * **SEMI** - Semi-Annual \n" }, { "name": "includeAll", "value": "", "type": "query", "description": "Include All filter is used to identify included and excluded broker details from the consensus\n By default the service would return only the brokers included in the consensus-\n * **TRUE** = Returns all the brokers included and excluded in the consensus\n * **FALSE** = Returns only the broker details included in the consensus\n \n" }, { "name": "relativeFiscalStart", "value": "1", "type": "query", "description": "Relative fiscal period, expressed as an integer, used to filter results. This is combined with the periodicity parameter to specify a relative estimate period. For example, set to 1 and periodicity to ANN to ask for relative Fiscal Year 1 (FY1)." }, { "name": "relativeFiscalEnd", "value": "3", "type": "query", "description": "Relative fiscal period, expressed as an integer, used to filter results. This is combined with the periodicity parameter to specify a relative estimate period. For example, set to 2 and periodicity to ANN to ask for relative Fiscal Year 1 (FY2)." }, { "name": "currency", "value": "USD", "type": "query", "description": "Currency code for adjusting the data. Use 'ESTIMATE' as input value for the values in Estimate Currency. For a list of currency ISO codes, visit [Online Assistant Page #1470](https://oa.apps.factset.com/pages/1470)." } ] }, "docs": "Updated intraday, the FactSet detail estimates apis provide individual broker-level estimates collected from over 800 sell-side analysts. This database contains 20+ years of broker history across more than 59,000 global companies. Content is provided for \"rolling\" fiscal periods. \n" }, { "info": { "name": "Factset Estimates Detail Data for Rolling Fiscal Periods", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-estimates/v2/rolling-detail", "body": { "type": "json", "data": "{}" } }, "docs": "Updated intraday, the FactSet detail estimates apis provide individual broker-level estimates collected from over 800 sell-side analysts. This database contains 20+ years of broker history across more than 59,000 global companies. Content is provided for \"rolling\" fiscal periods.\n" }, { "info": { "name": "Factset Estimates Detail Data for Fixed Fiscal Periods", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-estimates/v2/fixed-detail", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input.***ids limit** = 3000 per request*
* Make Note - id limit of 3000 for defaults, otherwise the service is limited to a 30 second duration. This can be reached when increasing total number of metrics requested and depth of history. *\n" }, { "name": "metrics", "value": "", "type": "query", "description": "Requested metrics. Use the /metrics endpoint to return a list of available estimate items. Note, the number of metrics you are allowed to supply is limited to 1 for now. **Top 10** most used metrics are **EPS, SALES, DPS, EBITDA,EBIT, PRICE_TGT, CFPS, BPS, NET_INC, and ASSETS**. For more details, visit [Online Assistant Page #15034](https://oa.apps.factset.com/pages/15034).\n" }, { "name": "startDate", "value": "2019-07-30", "type": "query", "description": "Start date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "endDate", "value": "2020-07-30", "type": "query", "description": "End date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "frequency", "value": "", "type": "query", "description": "Controls the frequency of the data returned.\n * **D** = Daily\n * **W** = Weekly, based on the last day of the week of the start date.\n * **AM** = Monthly, based on the start date (e.g., if the start date is June 16, data is displayed for June 16, May 16, April 16 etc.). \n * **AQ** = Quarterly, based on the start date.\n * **AY** = Actual Annual, based on the start date. \n" }, { "name": "periodicity", "value": "", "type": "query", "description": "The periodicity for the estimates requested, allowing you to fetch Quarterly, Semi-Annual, and Annual Estimates.\n * **ANN** - Annual\n * **QTR** - Quarterly\n * **SEMI** - Semi-Annual \n" }, { "name": "includeAll", "value": "", "type": "query", "description": "Include All filter is used to identify included and excluded broker details from the consensus\n By default the service would return only the brokers included in the consensus-\n * **TRUE** = Returns all the brokers included and excluded in the consensus\n * **FALSE** = Returns only the broker details included in the consensus\n \n" }, { "name": "fiscalPeriodStart", "value": "2019", "type": "query", "description": "Fiscal period start expressed in absolute date formats. Date that will fall back to most recent completed period during resolution.\n * **Fiscal Quarter-end** - YYYY/FQ (e.g., 2019/1F, 2019/2F, 2019/3F, 2019/4F)\n * **Fiscal Year-end** - YYYY (e.g. 2019)\n" }, { "name": "fiscalPeriodEnd", "value": "2020", "type": "query", "description": "Fiscal period start expressed in absolute date formats. Date that will fall back to most recent completed period during resolution.\n * **Fiscal Quarter-end** - YYYY/FQ (e.g., 2019/1F, 2019/2F, 2019/3F, 2019/4F)\n * **Fiscal Year-end** - YYYY (e.g. 2019)\n" }, { "name": "currency", "value": "USD", "type": "query", "description": "Currency code for adjusting the data. Use 'ESTIMATE' as input value for the values in Estimate Currency. For a list of currency ISO codes, visit [Online Assistant Page #1470](https://oa.apps.factset.com/pages/1470)." } ] }, "docs": "Updated intraday, the FactSet detail estimates apis provide individual broker-level estimates collected from over 800 sell-side analysts. This database contains 20+ years of broker history across more than 59,000 global companies. Content is provided for \"fixed\" fiscal periods.\n" }, { "info": { "name": "Factset Estimates Detail Data for Fixed Fiscal Periods", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-estimates/v2/fixed-detail", "body": { "type": "json", "data": "{}" } }, "docs": "Updated intraday, the FactSet detail estimates apis provide individual broker-level estimates collected from over 800 sell-side analysts. This database contains 20+ years of broker history across more than 59,000 global companies. Content is provided for \"fixed\" fiscal periods.\n" }, { "info": { "name": "Factset Ratings Consensus Estimates to Fetch Buy, Overweight, Hold, Underweight, and Sell.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-estimates/v2/consensus-ratings", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input.***ids limit** = 3000 per request*
* Make Note - id limit of 3000 for defaults, otherwise the service is limited to a 30 second duration. This can be reached when increasing total number of metrics requested and depth of history. *\n" }, { "name": "startDate", "value": "2019-07-30", "type": "query", "description": "Start date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "endDate", "value": "2020-07-30", "type": "query", "description": "End date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "frequency", "value": "", "type": "query", "description": "Controls the frequency of the data returned.\n * **D** = Daily\n * **W** = Weekly, based on the last day of the week of the start date.\n * **AM** = Monthly, based on the start date (e.g., if the start date is June 16, data is displayed for June 16, May 16, April 16 etc.). \n * **AQ** = Quarterly, based on the start date.\n * **AY** = Actual Annual, based on the start date. \n" } ] }, "docs": "Returns ratings from the FactSet Estimates database for current and historical for an individual security using rolling fiscal dates as of a specific date.\n" }, { "info": { "name": "Factset Ratings Consensus Estimates to Fetch Buy, Overweight, Hold, Underweight, and Sell.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-estimates/v2/consensus-ratings", "body": { "type": "json", "data": "{}" } }, "docs": "Returns ratings from the FactSet Estimates database for current and historical for an individual security using rolling fiscal dates as of a specific date.\n" }, { "info": { "name": "Factset Broker Detail Estimates to Fetch Buy, Overweight, Hold, Underweight, and Sell.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-estimates/v2/detail-ratings", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input.***ids limit** = 3000 per request*
* Make Note - id limit of 3000 for defaults, otherwise the service is limited to a 30 second duration. This can be reached when increasing total number of metrics requested and depth of history. *\n" }, { "name": "startDate", "value": "2019-07-30", "type": "query", "description": "Start date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "endDate", "value": "2020-07-30", "type": "query", "description": "End date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "includeAll", "value": "", "type": "query", "description": "Include All filter is used to identify included and excluded broker details from the consensus\n By default the service would return only the brokers included in the consensus-\n * **TRUE** = Returns all the brokers included and excluded in the consensus\n * **FALSE** = Returns only the broker details included in the consensus\n \n" } ] }, "docs": "Retrieves the Broker Level ratings for the requested Id and date range. Ratings include Buy, Hold, Sell, Overweight, and Underweight.\nThe `startDate` and `endDate` parameters controls the range of perspective dates. By default, the service will return the range of estimateDates within the latest company's reporting period. As you expand the date range, additional full historical reporting periods and all ratings estimateDates per broker will be returned.
\n" }, { "info": { "name": "Factset Broker Detail Estimates to Fetch Buy, Overweight, Hold, Underweight, and Sell.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-estimates/v2/detail-ratings", "body": { "type": "json", "data": "{}" } }, "docs": "Retrieves the Broker Level ratings for the requested Id and date range. Ratings include Buy, Hold, Sell, Overweight, and Underweight.\nThe `startDate` and `endDate` parameters controls the range of perspective dates. By default, the service will return the range of estimateDates within the latest company's reporting period. As you expand the date range, additional full historical reporting periods and all ratings estimateDates per broker will be returned.
\n" }, { "info": { "name": "Factset Surprise Estimates for Rolling Fiscal Periods", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-estimates/v2/surprise", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input.***ids limit** = 3000 per request*
* Make Note - id limit of 3000 for defaults, otherwise the service is limited to a 30 second duration. This can be reached when increasing total number of metrics requested and depth of history. *\n" }, { "name": "metrics", "value": "", "type": "query", "description": "Requested metrics. Use the /metrics endpoint to return a list of available estimate items. Note, the number of metrics you are allowed to supply is limited to 1 for now. **Top 10** most used metrics are **EPS, SALES, DPS, EBITDA,EBIT, PRICE_TGT, CFPS, BPS, NET_INC, and ASSETS**. For more details, visit [Online Assistant Page #15034](https://oa.apps.factset.com/pages/15034).\n" }, { "name": "startDate", "value": "2019-07-30", "type": "query", "description": "Start date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "endDate", "value": "2020-07-30", "type": "query", "description": "End date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "frequency", "value": "", "type": "query", "description": "Controls the frequency of the data returned.\n * **D** = Daily\n * **W** = Weekly, based on the last day of the week of the start date.\n * **AM** = Monthly, based on the start date (e.g., if the start date is June 16, data is displayed for June 16, May 16, April 16 etc.). \n * **AQ** = Quarterly, based on the start date.\n * **AY** = Actual Annual, based on the start date. \n" }, { "name": "periodicity", "value": "", "type": "query", "description": "The periodicity for the estimates requested, allowing you to fetch Quarterly, Semi-Annual and Annual Estimates.\n * **ANN** - Annual\n * **QTR** - Quarterly\n * **SEMI** - Semi-Annual \n" }, { "name": "statistic", "value": "", "type": "query", "description": "Statistic for consensus calculation." }, { "name": "currency", "value": "USD", "type": "query", "description": "Currency code for adjusting the data. Use 'ESTIMATE' as input value for the values in Estimate Currency. For a list of currency ISO codes, visit [Online Assistant Page #1470](https://oa.apps.factset.com/pages/1470)." } ] }, "docs": "Returns FactSet Estimates surprise data using rolling fiscal dates.\n" }, { "info": { "name": "Factset Surprise Estimates for Rolling Fiscal Periods", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-estimates/v2/surprise", "body": { "type": "json", "data": "{}" } }, "docs": "Returns FactSet Estimates surprise data using rolling fiscal dates.\n" }, { "info": { "name": "Factset Retrieves Product & Geographic Segment Estimates for a Requested List of Ids and Fiscal Periods", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-estimates/v2/segments", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input.***ids limit** = 50 per request*
* Make Note - id limit of 50 for defaults, otherwise the service is limited to a 30 second duration. This can be reached when increasing total number of metrics requested and depth of history. *\n" }, { "name": "segmentType", "value": "", "type": "query", "description": "Controls the type of segment selected.\n * **BUS** = Business / Product Segment\n * **GEO** = Geographic Segment\n" }, { "name": "metrics", "value": "", "type": "query", "description": "Requested metrics. Use the /metrics endpoint to return a list of available estimate items. Note, the number of metrics you are allowed to supply is limited to 1 for now. **Top 10** most used metrics are **EPS, SALES, DPS, EBITDA,EBIT, PRICE_TGT, CFPS, BPS, NET_INC, and ASSETS**. For more details, visit [Online Assistant Page #15034](https://oa.apps.factset.com/pages/15034).\n" }, { "name": "startDate", "value": "2019-07-30", "type": "query", "description": "Start date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "endDate", "value": "2020-07-30", "type": "query", "description": "End date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "relativeFiscalStart", "value": "1", "type": "query", "description": "Relative fiscal period, expressed as an integer, used to filter results. This is combined with the periodicity parameter to specify a relative estimate period. For example, set to 1 and periodicity to ANN to ask for relative Fiscal Year 1 (FY1)." }, { "name": "relativeFiscalEnd", "value": "3", "type": "query", "description": "Relative fiscal period, expressed as an integer, used to filter results. This is combined with the periodicity parameter to specify a relative estimate period. For example, set to 2 and periodicity to ANN to ask for relative Fiscal Year 1 (FY2)." }, { "name": "periodicity", "value": "", "type": "query", "description": "The periodicity for the estimates requested, allowing you to fetch Quarterly, Semi-Annual, Annual, and NTMA/LTMA Estimates.\n * **ANN** - Annual\n * **QTR** - Quarterly\n * **SEMI** - Semi-Annual \n * **NTMA** - Next-Twelve-Months - Time-weighted Annual. Estimates use a percentage of annual estimates from two fiscal years to create an estimate based on the 12-month period. Visit [OA 16614](https://my.apps.factset.com/oa/pages/16614)\nfor detail.\n * **LTMA** - Last-Twelve-Months - Time-weighted Annual. Estimates use a percentage of annual estimates from two fiscal years to create an estimate based on the 12-month period. Visit [OA 16614](https://my.apps.factset.com/oa/pages/16614)\nfor detail.\n \n" }, { "name": "frequency", "value": "", "type": "query", "description": "Controls the frequency of the data returned.\n * **D** = Daily\n * **W** = Weekly, based on the last day of the week of the start date.\n * **AM** = Monthly, based on the start date (e.g., if the start date is June 16, data is displayed for June 16, May 16, April 16 etc.). \n * **AQ** = Quarterly, based on the start date.\n * **AY** = Actual Annual, based on the start date. \n" }, { "name": "currency", "value": "USD", "type": "query", "description": "Currency code for adjusting the data. Use 'ESTIMATE' as input value for the values in Estimate Currency. For a list of currency ISO codes, visit [Online Assistant Page #1470](https://oa.apps.factset.com/pages/1470)." } ] }, "docs": "Returns FactSet Estimates Consensus Data for the segments gathered from the Business, Geographical, or Actual Reconciliation (ADJUSTMENT) classifications by using fiscal periods with a reporting frequency. \n" }, { "info": { "name": "Factset Retrieves Product Segment Estimates for a Requested List of Ids and Fiscal Periods", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-estimates/v2/segments", "body": { "type": "json", "data": "{}" } }, "docs": "Returns FactSet Estimates Data for the segments gathered from the Business, Geographical, or Actual Reconciliation (ADJUSTMENT) classifications by using fiscal periods with a reporting frequency. \n" }, { "info": { "name": "Factset Available Estimate Metrics", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-estimates/v2/metrics", "params": [ { "name": "category", "value": "", "type": "query", "description": "Filters the list of Estimate metrics by major category -\n * **FINANCIAL_STATEMENT** = Includes Balance Sheet, Cash Flow, and Income Statement.\n * **INDUSTRY_METRICS** = Industry specific metrics.\n * **OTHER** = Target Price\n" }, { "name": "subcategory", "value": "", "type": "query", "description": "Sub-Category Filter for the Primary Category Requested. Choose a related sub-category for the Category requested. For methodology, visit [OA 16038](https://my.apps.factset.com/oa/pages/16038)Financial Statement - \n * **BALANCE_SHEET** - Balance Sheet line items, such as Assets, Long-term Debt, and more.\n * **CASH_FLOW** - Cash Flow Statement line items, such as Free Cash Flow and Share Repurchases\n * **INCOME_STATEMENT** - Income Statement line items, such as EPS, Sales, DPS, and more.\n * **MISCELLANEOUS** - EPS Long Term Growth\n
Industry Metrics - \n\n * **AIRLINES** - Including items such as Revenue Passenger, Total Revenue per ASK, Available Seats, and more.\n * **BANKS** - Including items such as Net Interest Income, Trading Income, Net Loans, and more. SUPPLEMENTAL\n * **COMMODITIES** - Including items such as Average Target Price.\n * **COMPUTER_HARDWARE** - Including items such as Total Addressable Market.\n * **CONSUMER_SERVICES** - Including items such as Gross Merchandise Volume\n * **EDUCATION** - Including Items such as Total Student Enrollment\n * **FINANCIAL_SERVICE_PROVIDER** - Including items such as Annual Subscription Value\n * **HOME_BUILDERS** - Including items such as Home Sales, Land Sales, Cancellation Rates, and more.\n * **HOSPITALS** - Including items such as Bad Debt Provisions, Medical Cost Ratio, SS Admissions and more.\n * **HOTELS** - Including items such as Average Daily Rate, Occupancy %, RevPAR, and more.\n * **INSURANCE** - Including items such as Gross Premiums Written, Underwriting Income, and Claims.\n * **HOSPITALS** - Including items such as Bad Debt Provisions, Medical Cost Ratio, SS Admissions and more.\n * **HOTELS** - Including items such as Average Daily Rate, Occupancy %, RevPAR, and more.\n * **INSURANCE** - Including items such as Gross Premiums Written, Underwriting Income, and Claims.\n * **MARIJUANA** - Including items such as Cost per Gram and Kg of Cannabis Sold.\n * **MINING** - Including items such as Realized Price and Total Production\n * **MULTIFINANCIAL** - Including items such as AUM, Net Flows, and Fee Related Earnings.\n * **OIL_AND_GAS** - Including items such as Downstream Income, Production per Day, and Exploration Expense.\n * **OTHER** - Target Price\n * **REITS** - Including items such as Funds from Operations, Implied Cap Rate, and LTV.\n * **RESTAURANTS** - Including items such as Restaurant Margin.\n * **RETAILERS** - Including items such as Stores Information, Selling Space and Net sales per square foot.\n * **TELECOMMUNICATIONS** - Including items such as Gross Adds, Monthly Revenue Per User, Churn, and more.\n * **TRANSPORTATION** - Including items such as Revenue Per Unit, Volume Growth, and Operating Ratio.
\n \n" } ] }, "docs": "Returns list of available Estimate metrics that can be used in the `metrics` parameter of related endpoints.\n**By default, Factset provides Estimated items in millions. For specific metric methodology definitions, reference the `OAurl` response items to launch the available methodology page.** \n" }, { "info": { "name": "Factset Available Estimate Metrics or Ratios.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-estimates/v2/metrics", "body": { "type": "json", "data": "{}" } }, "docs": "Returns list of available Estimate metrics that can be used in the `metrics` parameter of related endpoints.\n**By default, Factset provides Estimated items in millions. For specific metric methodology definitions, reference the `OAurl` response items to launch the available methodology page.** \n" } ] } ], "bundled": true }