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ESG Data Services

Integrate our ESG research and data directly into your systems and workflows

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Asset management clients can integrate our research and ratings directly into internal systems and workflows through a variety of data deliverables. By leveraging the systems your firm is already familiar with, you can create significant workflow efficiency while also improving internal oversight and accessibility of ESG data. 

Key Benefits

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Breadth and scope

Generate your own insights by integrating our extensive ESG dataset into your systems  

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Automation

Utilize automated delivery schedules or API services to develop optimized processes and streamlined data integration 

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End-User Customization

Filter the data points you want to focus on and create custom displays, dashboards, or models to support your end-users’ experience  

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Stability

Rely on a secure and stable service with consistent, high-quality data and quality control mechanisms 

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Compliance

Improve visibility and internal oversight to support risk management, auditing and help to ensure compliance 

API & Datafeed Solution 

Our automated data delivery solution includes both a datafeed and API service.  

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API

Sustainalytics’ API solution is built using the latest technology and market standards with an agnostic service language and online documentation that follow OpenAPI and Swagger protocol. 

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Datafeeds

Receive reports on a set frequency that are saved directly onto your SFTP folder.

ProductAvailable DataNumber of Underlying Data Points
ESG Risk Ratings
  • 20 material ESG issues

  • Qualitative issue-level analyst views

  • ~170 ESG management indicators

  • ~ 70 exposure indicators

  • 40 controversial event indicators

>3,200 
Corporate Governance & Research
  • 6 corporate governance pillars  

  • Regional benchmarks 

  • ~60 corporate governance indicators 

~100 
Controversies Research
  • 10 ESG controversy signals  

  • 40 controversial event indicators 

  • Event summaries & analyses 

  • Outlook scores and commentary 

>250 

Country Risk Rating
  • Natural factors 

  • Human factors 

  • Institutional factors 

  • Coverage of 172 counties 

>80 

Country Screening
  • UN, US, EU sanctions 

>100 

ESG Data
  • 150 ESG indicators 

  • 40 event indicators 

  • 33 corporate governance indicators 

  • Raw scores 

  • Outlook scores 

  • Answer categories 

>450 

Carbon
  • Carbon Risk Rating 

  • Emissions data 

  • Fossil fuel involvement data 

  • Sustainable solutions data 

  • Stranded assets data 

~30 

Impact Metrics
  • 40 Metrics 

  • Reported or estimated values 

  • Impact theme mapping 

  • Sustainable Development Goals mapping 

>275 

Product Involvement
  • 26 Product involvement areas 

  • 122 involvement categories 

Involvement metrics/proxies: 

  • Binary involvement (yes/no), e.g. animal testing 

  • Percentage of revenue, e.g. tobacco production 

  • Percentage of generation capacity, e.g. thermal coal power generation 

  • Significant ownership, e.g. significant ownership of another entity with involvement 

~575 

Sustainable Products Research
  • 12 solutions areas 

  • 35 involvement categories 

  • Reported or estimated revenue assessment  

~410 

Controversial Weapons Radar
  • 6 weapons types 

  • Involvement profile, assessment & summary 

~95 

Global Standards Screening
  • Global Compact compliance status 

  • Non-compliant and Watchlist descriptions 

  • Effective status timeline 

  • Applicable guidelines, principles and conventions

~25 

EU Taxonomy

 

  • 89 activities for the Climate Change Mitigation Taxonomy objective;

  • Revenue, CapEx, and OpEx assessments on eligible activities

  • Do No Significant Harm activity-level assessments

  • Minimum Safeguards company-levels assessments

  • Reported or estimated alignment percentages

>570

 

 

SFDR

  • 100% Coverage of Mandatory Corporate and Sovereign Indicators
  •  Exact Fit for 34 out of the total 64 PAIs
  • The standard coverage universe comprises around 13,000 companies and 172 countries 
  • Estimation models to help fill certain gaps in corporate disclosure
  • Portfolio-level aggregations solution
692

 

 

 

Global Standards Engagement Thematic EngagementOthers (Corporate Governance, bespoke) 
Total number of engage cases worked on during the year 

197 

36 Business Ethics 

35 Environment 

84 Human Rights 

42 Labour Rights 

269 

20 Carbon Risk 

7 Child Labour in Cocoa 

23 Climate Transition 

139 Emerging Markets 

23 Food Supply Chain 

21 Plastics & Circular Economy 

6 Sustainable Seafood 

13 Taxation 

17 Water Management 

100 

53 Corporate Governance 

47 Bespoke 

 

Total Engaged Companies 

174 

258 

93 

Companies that Made Progress in Addressing the Issue [1]

115 

117 

34 

Successfully closed cases [2]

28     

37 

25 

[1] The number of companies that reached a milestone during the year 

[2] Closed case is defined as follows: (i) Global Standards Engagement - the company has implemented a robust strategy to deal with the issue and has successfully managed it; (ii) Thematic Engagement - the company has been responsive and successfully finished participating in one of the three-year thematic programs; and (iii) Other - the company has constructive dialogue with Sustainalytics and has successfully managed its corporate governance issues, or the company’s response and performance has met the client’s requirements and expectations (for bespoke themes). 

Why Sustainalytics?

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A Single Market Standard

Consistent approach to ESG assessments across the investment spectrum.

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Award-Winning Research and Data

Firm recognized as Best ESG Research and Data Provider by Environmental Finance and Investment Week.

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End-to-End ESG Solutions

ESG products and services that serve the entire investment value chain.

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30 Years of ESG Expertise

800+ ESG research analysts across our global offices.

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A Leading SPO Provider

As recognized by Environmental Finance and the Climate Bonds Initiative.

Related Insights and Resources

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Navigating the EU Regulation on Deforestation-Free Products: 5 Key EUDR Questions Answered About Company Readiness and Investor Risk

The EUDR comes into effect in December 2024, marking an important step in tackling deforestation. In this article, we answer five key questions who the EUDR applies to, how companies are meeting the requirements, and the risks non-compliance poses to both companies and investors

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Child Labor in Cocoa Supply Chains: Unveiling the Layers of Human Rights Challenges

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Biodiversity in the Balance: Hedging Portfolio Risks

As investors have grown increasingly interested in addressing portfolio risks linked to biodiversity loss, we use model portfolios to explore how related risks can affect overall returns.

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The State of ESG Risk Across Industries: Three Key Takeaways From Our Annual Industry Reports

Morningstar Sustainalytics’ Annual ESG Risk Ratings Industry Reports are now available. Discover the cross-industry insights that emerge from this year’s reports and the research behind them.

Other Ways of Accessing our Research

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Global Access

Sustainalytics’ online platform enables you to access our research through a user-friendly interface with robust screening, monitoring and reporting tools. 

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Partner Platforms

Access Sustainalytics’ research through various partner platforms with dedicated functionalities, including Morningstar Direct, Bloomberg, Aladdin, RIMES, Markit, Factset & Style Analytics.  

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