Resource Center

This article explains how dual class share structures can distort key governance signals, limiting the influence of minority shareholders on issues ranging from executive compensation to environmental, social, and governance (ESG) resolutions.

The latest report in our “10 for” series draws on our latest research and highlights ten ESG themes that we think will affect corporate value chains in 2025.

Experts share their predictions of what will be top of mind for investors and issuers in the areas of ESG risk, regulations, climate transition and sustainable finance for the year to come.

This stewardship research report analyzes data from the 2024 proxy voting seasons and compares it with previous years. It shows that asset managers’ backing for E&S proposals hit a five-year low in 2024.

This report examines the dynamic between dual class shares and the idea of shareholder democracy, using data from the 2024 proxy season.

Accelerating biodiversity loss and deforestation in Brazil is a growing concern. Learn the key insight gathered from our recent investor engagement trip to the country.

This ESG research article analyzes the main players in the electrical equipment industry and shows that European companies are better equipped to benefit from wind and solar auctions launched in the EU.

This guide outlines the key elements of a credible climate transition plan and provides step-by-step guidance on how to assess and compare companies’ transition readiness.

The perils and promise of impact reporting, from a panel of Morningstar experts.

This report covers six themes that will be top of mind for sustainability-aware investors for 2025, identifying touchpoints that investors will need to learn to navigate in the new year.

This infographic highlights the key focus areas of select sustainability-related regulations from across regions.

Sustainalytics' Tom Eveson reflects on the outcome from COP29 and the opportunity for the financial sector to lead as architects for a sustainable future.

This guide serves as a starting point for understanding the impact and key components of the EU Taxonomy Regulation.

This research report helps climate-focused investors navigate the expanding array of strategies available to them and it provides an update on the rapidly evolving global landscape of climate funds.

In this episode, we look back at some key insights from our guests during this past year - from ESG metrics, to climate, to regulatory issues.

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).

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

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.

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.

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.