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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.

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.

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.

ESG in Conversation: When It Comes to Sustainable Investing, It's A Material World

This episode of ESG in Conversation explores ESG materiality and what a shift in political agendas globally could mean for the state of sustainability-related regulations.

Material Matters: The Role of ESG Materiality in Sustainable Investment Strategies

In this article we define ESG materiality and highlight what investors need to know when considering the materiality of ESG issues in their investment portfolios.

Voice of the Asset Owner Survey 2024 - Qualitative | Morningstar Sustainalytics

Voice of the Asset Owner Survey 2024: Qualitative Insights

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

Fundamentals of ESG Materiality: An Overview for Investors

This overview explores how ESG factors can affect business and investments, demonstrates how these issues are material to business viability, and showcases the ways in which investors can incorporate ESG factors into their strategies.

The Corporate Sustainability Due Diligence Directive: A Step Towards Stronger Human Rights and Environmental Practice

In this overview, discover the key elements of the Corporate Sustainability Due Diligence Directive and what this EU regulation means for addressing social and environmental issues supply chains.

Cityscape Zurich Switzerland

The Swiss Stewardship Code: 4 Insights for Engagement Managers Globally

The Swiss Stewardship Code offers insights for investors everywhere on how they should engage with their portfolio companies. Read on to discover key considerations for this increasingly popular investment approach.

The SEC’s New Rules on Climate

This episode of ESG in Conversation dives into the SEC’s new climate disclosure rules and what they mean for companies and investors.

ESG in Conversation: The AI Revolution Comes to ESG

Learn how AI technology is being leveraged in the world of ESG research and analysis in our latest episode.

Climate Disclosure Ruling | Morningstar Sustainalytics

The SEC’s Climate Disclosure Rule: A Step in the Right Direction

The U.S. Securities and Exchange Commission (SEC) recently published the final version of its long-awaited Climate Disclosure Rule. The final rule differs significantly from its original draft and further departs from other standards about to be implemented around the globe.

ESG in Conversation: Asset Owners Share Their Views on the Changing Investment Landscape

Tune in to learn about asset owners’ views on ESG investing, discover what major food companies can do to reduce their rising emissions, and find out whether companies are ready for CSRD.

Aerial photo of clear cutting in Amazon rainforest

Constructing Zero Deforestation Portfolios to Combat Climate Change and Biodiversity Loss

The world’s forests are under threat, putting ecosystem services and global economic wealth in danger. But investors can help to fight deforestation. In this article, learn the reasons why investors should pursue zero deforestation portfolios.

ESG in Conversation: Combatting Greenwashing in Financial Markets

We’re talking all about greenwashing this episode. What is it? How can asset managers spot it? And what can they do to steer clear in their portfolios and investment products?

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6 Types of Greenwashing Asset Managers Need to Know

Discover the 6 types of greenwashing asset managers should look out for when building a sustainable investment portfolio.

ESG in Conversation: ISSB Sets New Standards for Sustainability Reporting

In this episode, learn about the upcoming greenhouse gas reporting requirements for North American companies, EU's Fit for 55 package and the implication for companies in the region, and what the newly published ISSB standards mean for companies and investors.

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Combatting Investment Greenwashing Through a Double Materiality Approach

Learn how a double materiality investment approach can help mitigate greenwashing risks in sustainable investments.

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Implications of CSRD: What the Final Standards Mean for Investors and Issuers

With the introduction of the European Sustainability Report Standards, which set the criteria to implement the Corporate Sustainability Reporting Directive, investors in the region can better evaluate companies’ sustainability performance. Discover the elements of the standards and what they mean for the sustainable finance market.

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Driving ESG Transparency: Exploring the Role of Taxo4 in the EU Taxonomy

The expanded environmental classifications in the EU Taxonomy, known as Taxo4, marks a step forward for investors seeking sustainable investments. Read on to learn what the new criteria cover and why it matters to investors.