Resource Center

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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