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 50,000, 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
10,000 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
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 35,000+ mutual funds and ETFs. It covers funds across equity and fixed income.
6,500 ETFs
28,500 Mutual 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.
Off-the-shelf fund coverage will be published to be publicly accessible on the Upright Platform 09/2024.
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.
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