# IdealRatings

> IdealRatings is a San Francisco-based financial data and technology company that helps investors screen and rate securities against ESG, responsible-investment, and Shariah-compliance standards. Founded in 2006, it operates two business lines - ESG & Responsible Investment Solutions and Islamic Finance Solutions - covering a global universe of equities, fixed income, REITs and Sukuk. Its subscription, web-based tools and datasets are licensed by asset managers, banks, brokerages, stock exchanges and index providers in over 25 countries, and power benchmarks including the Bloomberg Shariah Sukuk indices and the FTSE IdealRatings Islamic index series.

- **Founded:** 2006
- **Headquarters:** San Francisco, California, United States
- **Founders:** Mohamed Donia (Co-Founder & CEO), Youssri Helmy (Co-Founder)
- **Team size:** ~90 employees (estimates range 25-100)
- **Products:** Equity Screening, ESG Scores & Ratings Dataset, ESG Qualitative & Metric Datasets, Business Involvement Dataset, Regulatory Reporting Dataset
- **Notable:** Selected for the ESGFinTech100 three consecutive years (as of Nov 2025)., Compliance assessment underpins the Bloomberg Shariah Sukuk indices launched Feb 2026., Powers the FTSE IdealRatings Islamic and Sukuk index series with LSEG/FTSE Russell.

## Products & services

- **Equity Screening** — Shariah and ethical screening across a global universe of 40,000+ companies, including compliance monitoring and business-involvement detection.
- **ESG Scores & Ratings Dataset** — Quantitative ESG scores and ratings covering companies globally, with customizable parameters and KPIs.
- **ESG Qualitative & Metric Datasets** — Qualitative research and granular ESG metric data feeds for environmental, social and governance analysis.
- **Business Involvement Dataset** — Flags exposure to controversial activities and revenue segregation for exclusion-based screening.
- **Regulatory Reporting Dataset** — Data to support SFDR, EU Taxonomy, and other regulatory disclosure requirements.
- **Custom Indexes** — Custom-built Shariah and ESG index construction and maintenance, powering third-party benchmarks.
- **Purification Services** — Calculates the portion of income that must be purified from Shariah-compliant portfolios.
- **Sukuk & Fixed Income Screening** — Shariah screening for fixed income and Sukuk securities, powering the Bloomberg Shariah Sukuk indicator and FTSE IdealRatings Sukuk index series.

## Achievements

- Selected for the ESGFinTech100 three consecutive years (as of Nov 2025).
- Compliance assessment underpins the Bloomberg Shariah Sukuk indices launched Feb 2026.
- Powers the FTSE IdealRatings Islamic and Sukuk index series with LSEG/FTSE Russell.
- Built one of the largest global universes for Shariah equity, fixed income and REIT screening (40,000+ companies).
- Signed ICMA's Code of Conduct for ESG Ratings and Data Products Providers.

## Latest updates

- **2026-02** — Bloomberg launched Shariah Sukuk indices using IdealRatings' AAOIFI-based compliance assessment, as the global Sukuk market surpassed $1 trillion.
- **2025-11** — Named to the ESGFinTech100 for the third consecutive year.
- **2024** — Expanded ESG solutions, adding datasets and regulatory-reporting coverage (SFDR, EU Taxonomy).

## Links

- Website: https://www.idealratings.com
- LinkedIn: https://www.linkedin.com/company/idealratings
- Twitter/X: https://twitter.com/IdealRatings
- Facebook: https://facebook.com/idealratings

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Profile page: https://yespress.io/idealratings
Published by YesPress — https://yespress.io
Last updated: 2026-07-14