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Semiconductor Fabs and Raw Materials: Strategies to Manage the Growing Risk of Supply Bottlenecks

The widespread adoption of computing applications, such as autonomous vehicles, artificial intelligence and 5G communication technology, is significantly boosting demand for semiconductors. This article looks at the underlying factors contributing to the semiconductor industry's resource strain and strategies to managing this growing risk.

Turning the Tide: Understanding Water Risks in the Oil and Gas Sector

Turning the Tide: Understanding Water Risks in the Oil and Gas Sector

Explore how climate change impacts water resources, posing risks to the oil and gas industry. Discover Morningstar Sustainalytics' new ESG Risk Ratings and strategies for sustainable water management.

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.

Navigating Material Climate Risks in the Global Equities Market

Navigating Material Climate Risks in the Global Equities Market

This report evaluates companies on the Morningstar Global Large-Mid Cap Equities Index and how they are misaligned to net zero targets. It also identifies industry challenges regarding emissions reporting and their solutions.

From Beginning to End: Raw Materials, Risk and Lifecycle Management in the Automobiles Industry

From Beginning to End: Raw Materials, Risk and Lifecycle Management in the Automobile Industry

In this article, we look at the key raw material risks that the automobiles industry is facing and how the enhancement to our ESG Risk Ratings provides a more comprehensive assessment of the issue.

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.

Constructing a Sustainable Future: The Crucial Role of Water Stewardship

Explore how construction companies are managing water risks amid climate change, with insights from Morningstar Sustainalytics’ enhanced ESG Risk Ratings on water use and stewardship in the sector.

Shifting Gears: The Auto Industry’s Transformation and the Rise of Chinese EV Manufacturers

The rise of China's electric vehicle manufacturers represents more than just commercial success – it reflects profound changes across the auto industry worldwide. Discover how this impacts market trends, ESG performance, and investment strategies.

The Downside of Digital Transformation for Utilities: Data Privacy and Cybersecurity Risks

This article highlights the increasing materiality of data privacy and cybersecurity risks for utilities. It outlines the sector’s digital transformation and the ensuing cybersecurity vulnerabilities that have followed. It also shows how companies are responding to these risks and the changing regulatory landscape.

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.

On the Ground: Exploring the Rise of TNFD Reporting and Nature-Related Disclosures

Discover how companies are embracing TNFD reporting through firsthand engagement insights. Explore trends, challenges, and the impact of TNFD on corporate sustainability in our detailed field notes.

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.

On the Materiality of Corporate Governance: Themes, Applications and Best Practices

In this article, we explore topical themes on corporate governance in detail, including director independence and experience, board diversity, voting proportionality and remuneration programs.

Map showing Saudi Arabia and Turkey with pins

On Location: ESG Engagement in Turkey and Saudi Arabia

Our Stewardship Team shares insights from a recent company engagement trip. Learn about the ESG-related progress being made by companies in Turkey and Saudi Arabia.

ESG Risk Premium: A Further Look at Style, Industry and Country Factors

In Volume 3 of the Quantitative Investment Approaches for ESG Risk series created in partnership with Natixis, this report uses a novel portfolio construction to examine style, industry and country factors and their respective contributions to active ESG risk in the United States, Canada, Europe, and Asia-Pacific.

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.

The Stockholm Stewardship Roundtable: A Practitioner’s Notes on Managing Investor Engagement Today

As concerns about greenwashing grow, investors focus on ensuring their portfolio companies uphold sustainability pledges and generate long-term value. Active ownership through strategic engagement is pivotal in driving sustainable practices.

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.

London city skyline

Q&A: What Are the Sustainability Disclosure Requirements?

In this Q and A, learn more about the U.K. Sustainability Disclosure Requirements and their impact on country's sustainable investment landscape going forward.

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.