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Taking a Forward Look on Climate Investing

83% of US-based issuers have some real estate at high physical risk in worst climate scenario, Morningstar Sustainalytics finds.

Measuring Transition Risk and Climate Action in Portfolios | Sustainalytics

Measuring Transition Risk and Climate Action in Portfolios

This report explores the climate transition readiness and climate action profile of about 10,000 companies and more than 60,000 mutual funds and ETFs using metrics from Sustainalytics’ Low Carbon Transition Rating (LCTR).

Biodiversity in the Balance Revisited | Sustainalytics

Biodiversity in the Balance: Revisiting Portfolio Risks

On the occasion of COP16, this article updates previous research from Morningstar Sustainalytics showing how investing in companies facing high levels of risk associated with biodiversity loss can have a material effect on long-term portfolio performance.

Request for Feedback: SPO | Morningstar Sustainalytics

Proposed Updated Methodology: Second-Party Opinions

Morningstar Sustainalytics is seeking feedback on a proposed methodology for Second Party Opinions of Use of Proceeds Instruments. It provides an assessment of use of proceeds instruments and the frameworks that support them.

Green Buildings on the Rise | Morningstar Sustainalytcs

Green Buildings on the Rise: Why Building Products Matter

This article explains the role of building products companies in the global green building transition and why investors should consider them as part of their sustainable portfolios.

The Landscape of Biodiversity and Natural Capital Funds | Morningstar Sustainalytics

The Landscape of Biodiversity and Natural Capital Funds

This report examines the global landscape of open-ended funds and ETFs focused on biodiversity. It examines the range of options on offer based on three categories: risk-oriented, mixed, and solutions-focused.

Swedbank Robur Customer Story | Morningstar Sustainalytics

How Sweden's Largest Mutual Fund Company Uses Engagement to Become a Leader in Sustainable Value Creation

Through Morningstar Sustainalytics' Engagement 360, Swedbank Robur bolstered its in-house resources, increased the number of companies it engaged with, and supplemented its ESG thematic investment approach.

EU Taxonomy Reporting Review | Morningstar Sustainalytics

EU Taxonomy Reporting Review

In our first EU Taxonomy Reporting Review, Morningstar Sustainalytics examined taxonomy alignment on KPIs for more than 1,300 non-financial companies to assess the progress companies are making in reporting their taxonomy alignment.

The Current State of EU Taxonomy Alignment in 2024 | Morningstar Sustainalytics

The Current State of EU Taxonomy Alignment in 2024

This article summarizes the findings from our first EU Taxonomy Reporting Review, examining alignment to KPIs on revenue, opex, and capex on more than 1,300 non-financial companies over the last two years.

ESG in Conversation: Using ESG Data in Portfolio Construction

This episode of ESG in Conversation explores the use of ESG and climate data in portfolio construction and management as well as the role of the private sector in addressing biodiversity loss.

Controversies Over Forever Chemicals Navigating the US Landscape of PFAS Regulations |Morningstar Sustainalytics

Controversies Over ‘Forever Chemicals’: Navigating the US Landscape of PFAS Regulations

The new US EPA drinking water standards and the CERCLA designation of PFOA and PFOS as hazardous substances show increased regulatory oversight and the expanding scope of potential liabilities across the supply chain. This report explores the latest regulatory developments concerning PFAS in the United States.

Voice of the Asset Owner Survey 2024: Quantitative Analysis

This 3rd annual survey highlights the motivations, attitudes and challenges of institutional asset owners in the current environment. It features qualitative insights based on a survey of asset owners from a diverse range of institution types and sizes across North America, Europe and Asia-Pacific.

ESG Shareholder Resolutions: The Big Three Still Hold the Key | Morningstar Sustainalytics

ESG Shareholder Resolutions: The Big Three Still Hold the Key

This 2024 report sheds light on the voting trends observed among asset managers and showcases the voting records of the Big Three index firms. It also highlights how shareholders are responding to the growing volume of resolutions addressing ESG themes.

Mobilizing the Private Sector for COP16 | Morningstar Sustainalytics

Mobilizing the Private Sector for COP16: A Critical Juncture for Biodiversity Action

This article highlights the key role of the private sector in addressing biodiversity loss ahead of the October COP16 summit. It leverages data from Morningstar Sustainalytics' engagement program to reveal how companies recognize biodiversity as a material issue, whether they give the issue board-level oversite, and whether they have a strategic approach to addressing nature and biodiversity loss.

Close-up of water droplet impacting still water.

Getting to Impact: Integrating Double Materiality in Responsible Investment Strategies

Learn the key distinctions between financial, impact and double materiality and the related implications for issuers and investors.

Living Up to the SRI Label: Strategies for Addressing Companies from High Impact Climate Sectors

Discover how investment firms can leverage LCTR data and company engagement to help ensure their sustainability-focused funds meet the increasingly stringent criteria from standard setters.

Clearing the Air With Canada’s Oil & Gas Sector | Morningstar Sustainalytics

Clearing the Air With Canada’s Oil & Gas Sector: The Interplay and Actions of Stakeholders on Greenwashing

Governments, corporations, and investors are under pressure to ensure transparency around their decarbonization strategies. This article covers the stakeholder responses to growing concerns of greenwashing risks in Canada’s oil and gas sector.

Overhead view of a palm oil farm

Palm Oil and the Sustainable Transition: Field Notes From An Engagement Trip to Malaysia

Sustainalytics' engagement trip to Malaysia reveals some of the key transition challenges and leading sustainable practices in the palm oil industry.

Progress on the Global Reporting Initiative's New Banking Sector Standard: Highlights and Latest Developments

In April 2024, members of the GRI Banking Technical Committee met to discuss the key topics to be included in the draft GRI Banking Sector Standard. Read on to learn more about reporting requirements for banks.

GLP-1 Medications for Cosmetic Weight Loss and Diabetes | Sustainalytics

Why Looks Could Kill: An ESG Perspective on GLP-1 Medications for Cosmetic Weight Loss and Diabetes

GLP-1 medications' proven efficacy for weight loss caused global demand for these treatments to soar. While the heightened demand is promising for biopharmaceutical companies, it also introduces an array of ESG challenges that this article explores.