Morningstar Sustainalytics services

High-Quality ESG Research and Data to Help Investors Meet the New Regulatory Requirements. The EU Sustainable Finance Action Plan is arguably the most comprehensive and detailed set of regulations affecting the field of ESG investing. To comply with the various regulatory deadlines, investors not only need a comprehensive suite of high-quality ESG research and data products and services, but also a trusted partner. Our knowledgeable team can show you how our robust data coverage and award-winning research can help.

Manage and report on the environmental and social impact of your portfolio. Increasingly, investors are looking to understand not only how ESG issues affect portfolio performance, but also how their investments can contribute to positive environmental and social impact. This shift correlates to a greater appreciation of factors that accompany the explosive growth of ESG integration caused by societal changes and the expanding international support for initiatives, such as the UN Sustainable Development Goals (SDGs). Sustainalytics?provides?a number of?solutions to help investors measure, manage and report on the environmental and social impact of their investments.

Align to client mandates with our ESG screening solutions. Sustainalytics provides a suite of ESG screening solutions to enable the creation of investment universes that comply with client mandates and regulatory requirements. Our product suite includes a range of solutions covering:  Controversies research and screening tools, Norms-based screening, Defense research, Sustainable products research and screening.

Evaluate the physical climate risks facing your portfolio companies. By 2050, physical climate change could reduce GDP by up to 25% in some regions.1 The effects of climate change are being widely felt, and both transition and physical risks are increasingly more material across sectors and regions. Morningstar Sustainalytics’ Physical Climate Risk Metrics help investors understand their direct and indirect exposure to physical climate change, and the potential financial impacts to their portfolio companies. With coverage on over 12 million assets, investors can leverage Physical Climate Risk Metrics to manage their portfolio exposure, fulfill reporting requirements, and prioritize topics and companies for engagement activities.

The foundation of climate research. While corporate disclosure on greenhouse gas (GHG) emissions is improving, reporting on Scope 1, 2 and 3 emissions remains limited. Yet investors need reliable GHG emissions information to assess the climate risks facing their portfolio companies and to fulfill mandatory and voluntary regulatory requirements. Morningstar Sustainalytics’ Carbon Emission Data provides investors with powerful insights to assess and analyze companies’ GHG emissions.