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MSCI ESG Ratings

This document provides instructions for translating CSV files containing ESG ratings data into YAML format files. There are two CSV files that need to be converted based on a provided template YAML file. For each CSV file, the template codes in the YAML file need to be replaced with the appropriate values from the CSV files and data dictionaries according to the directions given. The deliverables are two YAML files translated from the CSV files.

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Sundas Khan
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0% found this document useful (0 votes)
97 views

MSCI ESG Ratings

This document provides instructions for translating CSV files containing ESG ratings data into YAML format files. There are two CSV files that need to be converted based on a provided template YAML file. For each CSV file, the template codes in the YAML file need to be replaced with the appropriate values from the CSV files and data dictionaries according to the directions given. The deliverables are two YAML files translated from the CSV files.

Uploaded by

Sundas Khan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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ESG Ratings  
May 2020 v1 

OVERVIEW 
Translate the attached csv(s) into their respective yaml format files (YAML).  

Materials  
The following csv files will be provided:  

ESGRatings_AllScore_for3rdParty_SAMPLE Data Dictionary October 2019.xlsx​ and 


ESGRatings_AllScore_for3rdParty_Bonds_SAMPLE Data Dictionary October 2019.xlsx​ and their 
corresponding data dictionaries.  

We are also providing a template yaml and a sample yaml file.  

Deliverables 
We are expecting 2 YAML files.  

Deliverables 

Instructions for Configuration File 


For each csv, please open the template file and the csv.  

The template is filled with ​Template Codes​ which are items that start and end with a $ (example: 
$workflow_id$). Each template code should be replaced with the respective value for the given ​Table​. 

Template Value  Direction  Example Input  Example Output 

workflow_id  If the file contains bond  File  MSCI_ESG_Rating_Equity 


name it  ESGRatings_AllScore_for3rd
“MSCI_ESG_Reating_Bo Party_SAMPLE Data 
nd”, otherwise  Dictionary October 2019 
“MSCI_ESG_Rating_Equi
rty” 

Table Input 
For each ​Table​, replace the template code with the appropriate based on the directions below.   

 
 
 

Template Value  Direction  Example Input  Example Output 

pipeline_id  Copy the workflow name  MSCI_ESG_Rating_ MSCI_ESG_Rating_Equi


Equity  ty 

fields  Please see field directions below for each field item 

 
Please open the data dictionary and go to the​ Factor Definition​ page. On the right side, there are two coumns 
Column Header ​and ​Data Type.​ For each field in the csv, find its row with its corresponding name and data 
type. Convert the supplier ​data type​ to the appropriate crux data type based on the conversion table below. 
Date items will require an additional date format attribute. 

Supplier Data Type  Crux Data Type  Crux Data Detail 

Integer  INTEGER  - 

Double  FLOAT  - 

String  STRING  - 

Boolean  BOOLEAN  - 

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