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Integrating Impact into your Investment Process

Join Morningstar Sustainalytics to discover emerging best practices for evaluating key impact metrics of portfolio companies and better understand your investments’ environmental and social impacts.

ESG spotlight report Metal mining and resource nationalization

Metal Mining and Resource Nationalization

This Morningstar Sustainalytics report uncovers significant ESG risks facing the mining industry, with an emphasis on resource nationalization.

EV charging station

Cobalt ESG Risks Threaten Electric Vehicle Supply Chain

Transport electrification is at the forefront of the international climate transition agenda. Because of this, global demand for cobalt is projected to grow fourfold by 2030, which raises the question, are mineral supply chains robust enough to fuel a sustainable EV revolution?

Correlation of Business Ethics and Corporate Culture - 5 Lessons from the Banking Industry

To protect a company’s reputation and economic position, its employees play an essential part in organisational risk mitigation strategy by demonstrating consideration for systemic business risk, taking accountability, and being willing to escalate concerns. Companies with a strong, ethical corporate culture have much to gain—improved employee performance, morale, and retention, and in the long run, bolstering the bottom line.

controversial weapons ESG

The Governance of Autonomous Weapons: What Investors Should Know

The ethical implications of lethal autonomous weapons systems (LAWS), often referred to by their dramatic moniker ‘killer robots’, have long been a topic of interest. Until recently, debates about LAWS were relegated as hypothetical, with the technology assumed to be under development and out of reach. Such assumptions may be due for reevaluation, and while a firm conclusion is yet to be drawn, it is worthwhile presenting them to the ESG investment community.

Russia-Ukraine Crisis Could Spell Unforeseen ESG Risks for Insurers

Russia-Ukraine Crisis Could Spell Unforeseen ESG Risks for Insurers

The Russia-Ukraine conflict and the subsequent sanctions on Russian entities have led to material and wide-ranging impacts on diversified sectors and international firms. However, company disclosures and other sources suggest that the conflict’s primary impact on the global insurance industry is limited for two main reasons

The Emergence of Water Risk: From Marginal to Systemic

The past two decades have seen a surge in interest in environmental issues, mainly climate change, global warming, and fossil fuels. Yet, another equally important dimension - water scarcity - has thus far remained largely unexamined and has not been given adequate importance in the economic development agendas of many countries.

ESG Implications of Russia’s Invasion of Ukraine on the Chemicals Industry

ESG Implications of Russia’s Invasion of Ukraine on the Chemicals Industry

The Russian invasion of Ukraine not only threatens global security, but it also raises some important ESG implications for several sectors, including the chemicals industry and particularly the agrochemical subindustry, as Russia exports over 10% of fertilizers globally.

blockchain report

An ESG Lens on Blockchain and Public Equities - Thematic Research Report

The investment risks and opportunities associated with blockchain go beyond the volatile cryptocurrency market, with applications ranging from enhanced payment platforms and contract execution to supply chain management and carbon tracking systems.

Water-Related Risks and Challenges

Water-Related Risks and Challenges

This report sheds light on the growing effects of water scarcity on companies and countries. To address these challenges, investors can use water reporting metrics to identify companies and countries with severe water risk. We further relate water metrics to firm and country characteristics and highlight substantial cross-sectional differences.

jantzi

Michael Jantzi on Global Sustainability Standards: Convergence and the Future | ICGN

Michael Jantzi, managing director at Morningstar and Sustainalytics founder, shares his perspective on the state of convergence on sustainability reporting standards globally.

cocoa farming

The Sustainability Conundrum of Living Income in Agriculture

Living Income is a crucial consideration among leading companies across some sectors and their supplier companies throughout the agricultural and food supply chain. Companies that manage ESG risk in their supply chains, making targeted investments to improve their resilience, are better positioned to build investor confidence.

What Happens When Companies are Receptive to Investor Feedback on ESG?

When companies are receptive to investor feedback, there are clear real-world impacts and positive changes. Such engagement outcomes vary and are directly tied to the company and its company-specific exposure to material ESG issues.

5 Sustainability Themes to Expect in 2022

As we enter 2022, it struck me that VUCA--a concept that originated in the mid-1980s at the U.S. Army War College to describe the volatility, uncertainty, complexity, and ambiguity of the world after the Cold War—is still a useful framework to think of where we are now.

Michael Jantzi

Sustainalytics CEO Michael Jantzi on the Evolution of ESG and What's Ahead For Sustainable Investing

Michael Jantzi is one of the giants of sustainable investing. He is the founder and long-time CEO of Sustainalytics, which was recently sold to Morningstar, and where he now focuses on the big picture as managing director for ESG strategy.

Climate Action for Investors

For Investors with Ambitions to Lead on Climate Action Post COP26

In the weeks following COP26, investors in the UK and worldwide face a myriad of upcoming climate-related regulations heading towards the implementation phase. In addition, major global coalitions such as the Glasgow Financial Alliance for Net Zero have sprung up to attempt to accelerate decarbonization via targeted investment.

Maximizing Engagement Impact in Fixed Income

Hear from our expert panel on how to maximize ESG impact from Fixed Income Engagement.

oil refinery GHG

The Impact and Cost of Air Pollution: U.S. Petroleum Refineries

Investors can examine to what extent petroleum refiners manage their Non-GHG Air Emissions and assess the quality of a company's programs to reduce air pollutants. For instance, examining all the petroleum refiners assessed by Sustainalytics, we observe that only 3% have a strong program to manage non-greenhouse gas emissions.

biodiversity species

Biodiversity: A Crisis Equaling, Possibly Exceeding, Climate Change

According to the UN’s Convention on Biological Diversity the main drivers of biodiversity loss are habitat loss and degradation, climate change, pollution, over-exploitation, and invasive species. Habitat loss is directly linked to the conversion of natural ecosystems to agricultural lands and unsustainable use of water resources.

European Court of Human Rights

Bringing Investors and Companies Together to Accelerate Human Rights Progress

Human rights issues have been rising on the responsible investment agenda in recent years. The COVID-19 pandemic and the Black Lives Matter movement have provoked even more pointed discourse on the topic. The European Union’s current efforts to introduce rules to hold companies accountable for social and environmental risks in their supply chains further accelerate that ascent. This wave of legal requirements and normative expectations is impacting financial markets worldwide, with responsible business regulations already in place or quickly becoming valid.