ESG & Financial Resilience Research

Job ID: 40318737

Budget: €12 – €18 EUR

PROJECT TITLE:
Academic Panel Data Collection — ESG Disclosure & Financial Resilience of Firms in Emerging Markets

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DATABASE ACCESS REQUIREMENT
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You MUST have active access to ALL THREE of the following databases to apply:

1. Refinitiv Eikon (LSEG)
2. Bloomberg Terminal
3. Orbis (Bureau van Dijk)

Please do not apply if you do not have verified access to all three. When submitting your proposal, confirm which databases you can access and briefly describe your experience extracting academic panel data from each.


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PROJECT OVERVIEW
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This is a data collection task for an academic research project. The study is confidential and the title will be shared only with the selected freelancer after hiring.

The research examines the relationship between ESG and climate-related disclosure and the financial resilience of firms in emerging market economies. The study uses a quantitative panel design covering fiscal years 2013 to 2022.

I need a clean, well-structured panel dataset delivered in Excel (.xlsx) format covering all variables listed below.


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PART 1 — FIRM SELECTION CRITERIA
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Firms must meet ALL of the following criteria to be included:

1. FIRM TYPE
Small and medium-sized firms defined as:
— Total Assets of USD 500 million or below (in any year of the study period), OR
— Fewer than 250 employees (where asset data is unavailable)
Important: Do NOT pre-filter by size inside the database. Extract all firm sizes and I will apply the threshold during my own analysis.

2. GEOGRAPHY — EMERGING MARKETS ONLY
Include firms headquartered in the following countries only:
Asia-Pacific: China, India, Indonesia, South Korea, Malaysia, Thailand, Vietnam
GCC / MENA: Saudi Arabia, United Arab Emirates, Egypt
Africa: South Africa, Nigeria, Kenya
Latin America: Brazil, Mexico
EMEA: Turkey, Poland
Minimum required: at least 10 different countries must be represented in the final dataset

3. ESG DATA AVAILABILITY — MANDATORY FILTER
This is the most critical criterion. Every firm included MUST have at least one non-missing value for each of the following:
— ESG Score (from Refinitiv Eikon or Bloomberg)
— Emissions Score or Carbon Disclosure score
— Energy Efficiency Score
Firms with no ESG data at all must be excluded before exporting.
If applying all three ESG filters returns fewer than 50 firms, remove the Emissions and Energy filters, keep only ESG Score, and message me before exporting.

4. FINANCIAL DATA AVAILABILITY
Each firm must have at least 3 consecutive years of non-missing financial data (liquidity or profitability ratios) within the 2013–2022 window.

5. STUDY PERIOD
Fiscal years 2013 to 2022 (10 years).
Include all available years for each firm — do not drop firms with partial coverage.

6. SECTOR EXCLUSIONS
Exclude the following sectors entirely:
— Financial Services (banks, insurance companies)
— Real Estate Investment Trusts (REITs)
All other sectors are eligible.


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PART 2 — VARIABLES REQUIRED
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Extract ALL variables listed below. For time-varying variables, provide annual data for every available year from 2013 to 2022. The preferred source database is shown — use the alternative if the primary source has missing data for a firm.


--- A. FIRM IDENTIFIERS (static, one value per firm) ---

Variable | Primary Source | Field Name in Database
--------------------------|-----------------------|-------------------------------
Unique Firm ID / RIC | Refinitiv Eikon | Instrument (RIC)
Company Name | Any | Company Name
Country of Headquarters | Any | Country of Headquarters
ISIN Code | Any | ISIN Code
GICS Sector | Refinitiv / Bloomberg | GICS Sector Name
Industry Code | Refinitiv Eikon | TRBC Industry Code
Date of Incorporation | Orbis / Refinitiv | Date of Incorporation


--- B. DEPENDENT VARIABLES — Financial Resilience (annual, 2013–2022) ---

Variable | Primary Source | Field Name
--------------------------|-----------------------|-------------------------------
Current Ratio | Orbis / Refinitiv | Current Ratio
Quick Ratio | Orbis / Refinitiv | Quick Ratio
Cash Ratio | Orbis / Refinitiv | Cash Ratio
Return on Assets (ROA) | Orbis / Refinitiv | Return on Assets (Actual)
Return on Equity (ROE) | Orbis / Refinitiv | Return on Equity (Actual)
EBIT Margin (%) | Orbis / Refinitiv | EBIT Margin %
Interest Coverage Ratio | Orbis / Bloomberg | Interest Coverage Ratio
Operating Status | Orbis | Operating Status (Active / Inactive / Dissolved)

NOTE on Operating Status: Orbis is the only reliable source for this. Please flag every firm that shows as inactive, dissolved, or insolvent at any point during 2013–2022.


--- C. INDEPENDENT VARIABLES — ESG & Climate Disclosure (annual, 2013–2022) ---

Variable | Primary Source | Field Name
-------------------------------|-----------------------|-------------------------------
ESG Score | Refinitiv Eikon | ESG Score
ESG Combined Score | Refinitiv Eikon | ESG Combined Score
Emissions Score (Carbon) | Refinitiv Eikon | Emissions Score
Energy Efficiency Score | Refinitiv Eikon | Policy Energy Efficiency Score
Carbon Emissions (tCO2e) | Bloomberg / Refinitiv | Total CO2 Equivalent Emissions
CDP Climate Score | Bloomberg | CDP Climate Change Score (if available)


--- D. CONTROL VARIABLES — Firm Level (annual, 2013–2022) ---

Variable | Primary Source | Field Name
-------------------------------|-----------------------|-------------------------------
Total Assets (USD) | Orbis / Refinitiv | Total Assets
Number of Employees | Orbis / Refinitiv | Employees Average
Total Debt to Equity | Orbis / Refinitiv | Total Debt to Common Equity
Cash Flow (USD) | Orbis / Refinitiv | Cash Flow
Market Capitalisation | Refinitiv / Bloomberg | Market Cap
Long Term Growth Rate | Refinitiv | Long Term Growth Mean


--- E. CONTROL VARIABLES — Country Level (annual, per country, 2013–2022) ---

Variable | Primary Source | Notes
-------------------------------|-----------------------|-------------------------------
GDP Growth Rate (%) | Refinitiv / Bloomberg | Annual real GDP growth rate
Inflation Rate (%) | Refinitiv Eikon | Inflation Rate Period End
Climate Policy Statement | Refinitiv Eikon | Climate Policy Statement


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PART 3 — DELIVERABLE FORMAT
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Deliver TWO Excel files:

FILE 1 — Wide format (raw database export)
One row per firm
Separate columns for each variable per year
Example: Current_Ratio_2013, Current_Ratio_2014 ... Current_Ratio_2022
File name: Data_Wide_[date].xlsx

FILE 2 — Long (panel) format
One row per firm per year
Columns: firm_id, company_name, country, year, then all variables as single columns
File name: Data_Panel_[date].xlsx
This is the format required for statistical analysis


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PART 4 — QUALITY CHECKS BEFORE DELIVERY
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Before sending the files, include answers to ALL of the following in your delivery message:

Q1. Total number of firms in the dataset?
Q2. Total number of firm-year observations (rows in panel format)?
Q3. How many firms have a non-missing ESG Score for at least one year?
Q4. How many firms have all 3 disclosure variables (ESG + Emissions + Energy) for at least one year?
Q5. How many different countries are represented?
Q6. What fiscal year range is covered (earliest to latest)?
Q7. How many firms have Operating Status data from Orbis?
Q8. Which database was used as the primary source for financial variables?

MINIMUM THRESHOLDS — do not deliver if any of these are not met:
— At least 100 firms total
— At least 30 firms with all 3 disclosure variables
— At least 10 countries represented
— Financial data covering at least 5 years per firm on average

If thresholds are not met, message me before delivering and we will adjust the screen together.


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PART 5 — HOW TO APPLY
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In your proposal please include:

1. Confirmation of which databases you have access to
2. Brief description of your experience with academic panel data collection
3. Estimated delivery time
4. Your proposed price

Proposals that do not confirm database access will not be considered.