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Featured Event

Navigating EU ESG Rules and Defense Financing Priorities

eu-esg-rules-webinar

News Releases

  • January 7, 2025

    Sustainalytics Insight: ESG in Conversation - Morningstar Experts Weigh in on Double Materiality

    As we enter 2025, new double-materiality reporting rules as part of the EU’s Corporate Sustainability Reporting Directive (CSRD) are affecting thousands of companies domiciled in Europe and beyond. And, while investors may benefit from information on how companies impact the world around them – referred to as “double materiality” - in addition to the specific environmental, social and governance risks to their businesses, the jury is still out on the utility of impact measures. Morningstar Indexes & Morningstar Sustainalytics President Ron Bundy recently convened a diverse panel of experts to review the double materiality issue from a wide range of perspectives.

  • December 3, 2024

    Sustainalytics Insight: COP29 Call to Action

    As we unpack the results of the recently concluded 29th annual Conference of the Parties, or COP29, in Baku, Azerbaijan, in a new blog post COP29 participant Tom Eveson of Morningstar Sustainalytics shares his perspectives on key takeaways and what he sees as a clear “call-to-action” on climate for the global financial sector.

  • October 24, 2024

    Sustainalytics Insight: What is Biodiversity Risk & Why Does it Matter for Investors?

    With COP 16 kicking off this week it’s a great time to revisit the material risks that biodiversity loss may present for global investors. According to Morningstar Sustainalytics, investing in companies facing high levels of biodiversity risk could have a material effect on long-term portfolio performance. The global ESG research, ratings and data provider uses hypothetical portfolios using its material ESG issue (MEI) data from its ESG Risk Ratings to illustrate this important point.

  • October 21, 2024

    Sustainalytics Insight: Tell Us What You Think! Morningstar Sustainalytics Second Party Opinions Issues Request for Feedback

    Global ESG data, research and ratings provider Morningstar Sustainalytics, as a leading global provider of Second Party Opinions, or SPOs, is seeking feedback from clients, market participants and other key stakeholders as it looks to further enhance its SPO methodology.

Media Contacts

Tim Benedict

Tim Benedict

Director of Communications

[email protected]

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In the News

  • November 16, 2021

    Forbes 2021 Green Growth 50

    To build this list [Forbes] partnered with Sustainalytics, a division of Morningstar, to screen American public companies according to their emissions reductions. Limiting the search to companies with more than 100,000 annual tons of emissions and market cap greater than $5 billion yielded roughly 100 companies. Next, utilizing data from FactSet Research Systems, we looked at profitability. Only half made the cut — having increased profits (mostly measured by cash flow or EBITDA, but in some cases, we had to use net income) since 2017.

  • September 15, 2021

    SS&C Launches New ESG Reporting Solutions

    SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the launch of its ESG reporting solutions platform for asset managers to better monitor and report on ESG exposure in their portfolios. SS&C’s platform will support compliance with the EU Sustainable Finance Disclosure Regulation (SFDR) and deliver greater insights and transparency into ESG portfolio risks.

  • June 21, 2021

    Sustainalytics Weighs in on EU Taxonomy’s State of Flux

    On May 7th, the European Commission published draft rules on how corporates and financial institutions should report on their alignment with the EU Taxonomy. The draft rules are laid out in a very technical document and not an easy read. This might explain why certain changes with significant impact on timelines and scope of the EU Taxonomy Regulation have flown under the radar of media and investors. Some of the impacts even escaped the attention of financial market participants responding to the consultation on the rules.

  • June 18, 2021

    Foxberry to Offer Sustainalytics’ ESG Research And Ratings via the foxf9® Platform

    Foxberry today announced it is collaborating with Sustainalytics, a Morningstar company and a leading global provider of ESG research, ratings and data, to offer institutional investors access to a wide range of ESG information through the foxf9® platform. Leveraging Sustainalytics’ rich set of ESG ratings and data, investors can create unique indexes and assess their performance. Foxberry’s foxf9 platform enables clients to seamlessly assess multiple data sources in one place and the foxf9 calculation and back testing engine can provide a deeper level of understanding ESG data.

Past Events

Managing Systemic Risks Through ESG Stewardship - Session 2

Aligning Voting and Engagement to Drive Outcomes

The EU Action Plan - Insights for Asia Pacific Investors

In 2021, the European Union adopted a strategy to redirect the flow of capital towards the transition to a sustainable economy but what does this mean and how does it impact investors outside of Europe? This webinar will look at the practical implications for investors operating in Asia Pacific.

Managing Systemic Risks Through ESG Stewardship - Session 1

Emerging Trends and Best Practices

jantzi

Michael Jantzi on Global Sustainability Standards: Convergence and the Future | ICGN

Michael Jantzi, managing director at Morningstar and Sustainalytics founder, shares his perspective on the state of convergence on sustainability reporting standards globally.