Morningstar Sustainalytics Launches Updated Climate Transition Toolkit
Toolkit designed to provide investors with focused data, tools and insights amid growing demand for credible transition information.
London 2 February 2026 – Morningstar Sustainalytics, a leading global provider of sustainability research, ratings, and data for investors and companies, today announced the launch of its updated Climate Transition Toolkit.
The Climate Transition Toolkit is designed to help investors manage climate integration. It provides targeted transition relevant data, metrics and insights to support investment research, security selection, portfolio construction, including climate-related assessments and transition risk engagement. By bringing this information together in a single framework, the Toolkit helps to address the fragmented and inconsistent climate information that has long challenged investors.
The Toolkit utilizes Morningstar Sustainalytics’ established tools, including the Low Carbon Transition Ratings (LCTR), featuring key indicators such as Implied Temperature Rise, Ambition Temperature Alignment, Value-at-Risk, and TCFD Disclosure Sufficiency Scores. The data takes a unique approach that supports investors to assess decarbonization trajectories and performance-based temperature alignment metrics to help make decisions that reflect both actions and ambitions.
David Pagliaro, President, Morningstar Sustainalytics commented: “Investors are under growing pressure to navigate a climate landscape shaped by rising regulation, evolving frameworks, and persistent data gaps. The Climate Transition Toolkit strengthens our climate capabilities by bringing together the clarity and consistency investors need. With robust signals and granular, forward-looking data in one place, the Toolkit helps investors assess real world transition readiness, meet reporting requirements and make more informed capital allocation decisions.”
Demand for climate aligned investments remains strong despite ESG headwinds, driven by investors’ growing recognition of the impact of climate on potential returns. Assets in mutual funds and ETFs with a climate mandate hit a record USD 644 billion in the first half of 2025. Morningstar’s Investing in the Times of Climate Change (Nov 2025) found that nearly half of those assets are in Climate Transition strategies.
Users of the Toolkit also gain access to detailed metrics on green revenues, green capital expenditure, fossil fuel involvement, Scope 3 emissions categories, management performance, and company level transition data. These insights help investors identify meaningful signals and apply them to real world investment decisions.
By combining clear topline indicators with deeper company insights, the Climate Transition Toolkit provides investors with the information they need to help them allocate capital in line with their goals and manage climate related risks with more confidence.
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