Resource Center

Non-GHG emissions will increase as the physical impacts of climate change continue to materialize. Our analysis shows that companies could be doing more to eliminate hazardous non-GHG air emissions from their operations.

Examining the goals and key features of the newly published ISSB climate-related disclosures standard and what they mean for investors.

In this blog we look at how unstable states are classified and the associated business risk landscape, how companies can manage these risks, and how investors can engage with business operating in conflict-affected areas.

To assess climate-related transition risks, investors should evaluate GHG emissions across portfolio companies’ value chains. In this blog post we’ll answer the key questions investors need to know about supply chain GHG emissions, and why decarbonization of the supply chain is an essential component of an effective climate transition strategy.

Institutional investors and wealth managers increasingly want to consider impact in their investment decisions — for a wide range of reasons. This infographic looks at how impact-focused investing works and how investors can develop an impact-focused investment approach that integrates into their existing strategies, regardless of their motivations.

A TCFD module is included in our Low Carbon Transition Ratings to assess and track the comprehensiveness of issuer disclosure.

To help investors navigate the scope of the TCFD recommendations, Morningstar Sustainalytics offers a robust set of Climate Solutions.

Exxon and Chevron AGMs reject climate proposals The AGMs of Exxon Mobil and Chevron have rejected a slew of climate-themed shareholder proposals, signaling a setback for activists pushing for more aggressive emission reduction targets.

In this blog post, we explore the power of impact as a dimension in investment decision-making and how it can unlock new opportunities and deliver sustainable value for asset owners, asset managers and wealth managers.

European Parliament approves CSDDD The European Parliament has approved the “Corporate Sustainability Due Diligence Directive.” Under the new rules, companies will be required to identify and address the negative impact of their activities and value chains on human rights and the environment. Additionally, companies will need to implement climate transition plans, and, in the case of companies with more than 1,000 employees, tie directors' variable compensation to target achievement.

In this article, we look at multi-stakeholder initiatives in the mining industry and how to mobilize investors to raise the bar for industry collaboration in the cleantech supply chain.

Citigroup to IPO Banamex after Mexican gov’t interventions hamper sales deal Citigroup has announced a plan to spin off its Mexican business, Banamex, after a failure to sell the unit to conglomerate Grupo Mexico. Citigroup had been in talks with German Larrea, CEO and Chairman of Grupo Mexico, for over a year in an attempt to orchestrate the sale of the bank, which was first announced at the start of 2022.

To help investors understand supply chain controversies, this report explores how supply chain incidents are distributed over time and across industries, markets and event categories. Our analysis aims to enable investors to identify potential areas of portfolio exposure as well as topics for corporate stewardship activities.

Gain a better understanding of physical and transition climate risks and their potential impacts to effectively respond to climate risks in investment portfolios and comply with the growing list of climate-focused reporting frameworks and regulations.

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.

Activist investor pushes for leadership and strategy changes at NRG Energy Activist investor Elliott Investment Management has disclosed a 13% stake in the US-based NRG Energy and called for leadership and operational changes at the company to remedy its “meaningful underperformance.” The investor urged NRG to add independent directors with experience in the power and energy sector to its board, noting that it has already identified five executives to guide the operational and strategic changes.

EU court sides with Ryanair on Lufthansa’s 2020 bailout. The EU General Court, the second-highest court in the EU, has annulled the European Commission’s decision on the approval of state bailout for Deutsche Lufthansa prompted by the 2020 pandemic. The judgment found the EC erroneously considered that Lufthansa could not obtain financing on the markets and failed to ask for the implementation of an incentive mechanism for the airline to buy back the German Government’s stake.

In this blog we take a closer look at trends in data availability and reporting across mandatory and voluntary PAIs, and how investors can address their data gaps.

Morningstar Sustainalytics’ president on the gains and pains in the fight against climate change.

JPMorgan Chase takes over failed First Republic Bank JPMorgan Chase has acquired the assets and deposits of First Republic Bank after California authorities seized and auctioned the troubled lender. The Federal Deposit Insurance Corporation (“FDIC”), an independent governmental agency established to maintain financial stability through the insurance of banks’ deposits, took possession of First Republic Bank after the lender suffered a severe liquidity crisis following the failure of SVB and Signature Bank earlier in March.