PCS ESG 500

Overview

PCS ESG 500 is a filtered view of PCS 500: every ticker retains its Tier assignment from the base product and is restricted to constituents that pass ESG Impact criteria. There is no separate ESG Impact-adjusted score. A name's tier means the same thing whether you're looking at PCS 500 or PCS ESG 500.

Because it's a plain filter rather than an independently tracked dataset, PCS ESG 500 can never drift out of sync with PCS 500, a useful property if you run both mandates side by side.

What You Get

• Ticker and current Tier (1-4), identical to PCS 500, for the ESG Impact-eligible subset
• 4-quarter trailing tier history per name
• Quarterly add/remove list reflecting both tier changes and ESG Impact eligibility changes

What's Not Included

• The underlying PCS score or formula coefficients
• Portfolio weights, position sizing, or trade recommendations
• A separate “ESG Impact score.” This product filters by eligibility; it doesn't re-score for ESG Impact

Coverage

PCS ESG 500 inherits PCS 500's own coverage. Not every S&P 500 constituent receives a PCS tier each quarter; see PCS 500 for why. On top of that base coverage, PCS ESG 500 applies one additional filter: names that don't meet ESG Impact criteria are specifically excluded from this product. That's a screening choice, not a data limitation, and it's applied independently of tier classification.

Sample Record

{
  "ticker": "EXMPL",
  "current_tier": 1,
  "esg_eligible": true,
  "quarter": "2026-05-01",
  "tier_history": [
    { "quarter": "2025-08-01", "tier": 2 },
    { "quarter": "2026-05-01", "tier": 1 }
  ]
}

Illustrative example. Ticker and values are for format only, not live output.