Off-the-shelf coverage

This page provides information on Upright's off-the-shelf company and fund coverage

Company coverage

Upright’s current off-the-shelf company coverage for its customers is almost 60,000, including for example the groups listed below. More than 10,000 of these companies are also publicly accessible on the Upright Platform. Upright is gradually opening the whole dataset for public.

• 37,000 listed companies globally

• 20,000 key unlisted growth companies in EU and US

• 99+ % coverage of all key indices, including:

  • MSCI ACWI

  • MSCI World

  • S&P 500

  • Dow Jones Industrial Average

  • Nasdaq Composite

  • Nasdaq 100

  • Russell 3000

  • S&P Europe 350

  • FTSE 100

  • CAC 40

  • DAX 30

  • OMX Nordic 40

Geographical distribution of Upright's company coverage

All of Upright's metrics (Net Impact, CSRD DMA, UN SDG, EU taxonomy, SFDR PAI) are available for all companies that are within the coverage.

Coverage classes

Upright's coverage is divided into two coverage classes, standard and extended.

Companies within the extended coverage class have been modelled with less accuracy. For that reason, such results are not intended for direct company-by-company comparison of similar companies, and are mainly to be used for aggregated results.

Fund coverage

Upright’s current off-the-shelf fund coverage is 43,000+ mutual funds, ETFs and private equity funds. It covers funds across equity and fixed income.

• 6,200 ETFs

• 36,000 Mutual funds

• 1,200 Private equity funds

All of Upright’s metrics (Net Impact, CSRD DMA, UN SDG, EU taxonomy, SFDR PAI) are available for all the funds. In addition, peer percentiles are included for the key data metrics.

Coverage roadmap

Upright is in the process of rapidly ramping up its off-the-shelf company coverage. In increasing the company coverage, Upright prioritizes companies within major indices, other popular investments, and high-interest companies that are relevant for comparisons.

Upright also provides customers the option to purchase custom company coverage and import custom funds, to ensure that customers' investments are sufficiently covered. Read more in the next section.