In March 2018, the European Commission launched a 10-point EU Action Plan to leverage financial markets in addressing sustainability challenges, particularly those related to climate change.
Three main objectives underpin the EU Sustainable Finance Action Plan:
Reorient capital flows towards sustainable investment to achieve sustainable growth.
Manage financial risks stemming from climate change, environmental degradation, and social issues.
Foster transparency and long-termism in financial and economic activity.
Financial market participants are driven to comply against a set of criteria fostering transparency and a common language for what is “sustainable” when creating sustainable investments.
Morningstar Sustainalytics has developed a holistic solution designed to help you:
Meet all your regulatory requirements with robust, reliable data.
Streamline your compliance process with advanced reporting tools.
Easily embed data within existing workflows, ensuring consistent and reliable data for regulatory reporting needs.
Our solution is built on the foundation of robust methodologies that underpin all our ESG research, including our EU Taxonomy Solution and Principal Adverse Impact (PAIs) Data Solution. This high-quality data is then integrated into a wide variety of tools and capabilities, allowing you to seamlessly manage and report in line with your regulatory obligations.
Morningstar Sustainalytics delivers a robust dataset that includes reported and estimated data across three key performance indicators (revenues, capex, opex) and six objectives. It assists investors in complying with the latest ESG regulations, enhances portfolio monitoring, and supports the development of credible green investment products.
Morningstar Sustainalytics helps investors integrate Principal Adverse Impacts (PAIs) into their investment strategies. This solution supports the fulfillment of SFDR reporting obligations and complements a broad suite of research products, aiding in the management of ESG risks and reduction of negative stakeholder impacts.
Morningstar Sustainalytics’ dedicated dataset helps investors comply with mandatory reporting obligations and screen companies against the exclusion criteria set for EU Climate Benchmarks (PABs and CTBs). We also offer sustainable investing index solutions through Morningstar Indexes, ensuring alignment with EU benchmark regulations.
Morningstar Sustainalytics assists financial market participants in identifying sustainable investments. We provide investors with a combination of suggested data and screening capabilities that enable them to customize inputs and thresholds based on Contribution, Do No Significant Harm, and Good Governance, thereby incorporating their own views into investment decisions.
Discover More About Our Solutions Suite
Morningstar Sustainalytics enables investors to aggregate data at portfolio level and generate reports for fund or entity level disclosures using our EU Taxonomy and PAI datasets. Our best-in-class capabilities enable investors access to end-to-end regulatory support and help them incorporate EU Taxonomy criteria and PAI insights, as well as manage their ESG risks.
ESG Policy Perspective: Regulatory Developments from Across the Globe
ESG Policy Perspective provides investors with an overview of the most recent regulatory developments across the globe on regular bases. In our first publication, we examine the evolving taxonomy frameworks across APAC, UK and EU regions and upcoming disclosure requirements for investors.
EU Action Plan Q1 Updates: SFDR Review and Investor’s Challenges
In this webinar, we will take a look at the evolution of sustainable funds in the first quarter of 2023, and review fund flows into Article 8 & 9 funds. We will then explore the latest regulatory updates around the EU Action Plan and the discussions around ESG labelling. Our speakers will discuss the different approaches of disclosures versus labelling and the benefits and shortcomings of each for combatting greenwashing.
Why Sustainalytics?
A Single Market Standard
Consistent approach to ESG assessments across the investment spectrum.
Award-Winning Research and Data
Firm recognized as Best ESG Research and Data Provider by Environmental Finance and Investment Week.
End-to-End ESG Solutions
ESG products and services that serve the entire investment value chain.
30 Years of ESG Expertise
800+ ESG research analysts across our global offices.
A Leading SPO Provider
As recognized by Environmental Finance and the Climate Bonds Initiative.