ESG Research and Resource Center

This report examines 15 recent shareholder resolutions at US companies that address oversight and transparency in the use of AI.

Learn about the evolution in sustainable fixed income investing, our enhanced SPO assessment framework, and the importance of bringing the investor voice to the conversation about funding a sustainable future.

Insights on how regulatory shift in the US could impact how banks consider ESG within their business activities.

Tune in to hear experts share their perspectives on sustainable investing trends and the changing regulatory landscape, as well as changes in proxy voting activities, the influence of dual class share structures and their impact on say on pay votes.

Experts share their predictions of what will be top of mind for investors and issuers in the areas of ESG risk, regulations, climate transition and sustainable finance for the year to come.

This report examines the dynamic between dual class shares and the idea of shareholder democracy, using data from the 2024 proxy season.

This guide outlines the key elements of a credible climate transition plan and provides step-by-step guidance on how to assess and compare companies’ transition readiness.

In this episode, we look back at some key insights from our guests during this past year - from ESG metrics, to climate, to regulatory issues.

This episode of ESG in Conversation explores the use of ESG and climate data in portfolio construction and management as well as the role of the private sector in addressing biodiversity loss.

This episode of ESG in Conversation explores ESG materiality and what a shift in political agendas globally could mean for the state of sustainability-related regulations.

In this article we define ESG materiality and highlight what investors need to know when considering the materiality of ESG issues in their investment portfolios.

Our Stewardship Team shares insights from a recent company engagement trip. Learn about the ESG-related progress being made by companies in Turkey and Saudi Arabia.

Using Low Carbon Transition Ratings data, we look at six major food companies and identify where they need to go beyond targets to meet their stated net-zero goals.

Discover how leading companies are managing their low carbon transition risks. Using data from the Low Carbon Transition Ratings, we identify the industries with a large portion of the companies with strong management of transition issues and examine the factors contributing to their strong management scores.

Amid growing interest in the financial impacts of the UBS-Credit Suisse merger, less attention has been paid to the ESG aspects. How have the two companies been performing on ESG risk?

Climate concerns continued to dominate proxy voting in the 2022 proxy season. With more clarity on sectoral commitments required to achieve the global net zero goal, shareholders’ requests have become noticeably more specific. A larger number of resolutions asked companies to adopt and report on emissions reduction targets and transition plans that reference the latest forward-looking guidance.

Awaiting COP15’s Global Biodiversity Framework negotiation outcomes, financial market participants could face new regulatory pressure sooner than expected to integrate biodiversity assessment into their investment, decision-making processes.

Meeting the aviation's industry's goal of decarbonization by 2050 will require a collective effort and more ambitious measures than those currently in place, including carbon offsetting, route optimization, fuel efficiency and fleet renewals that involve a shift to more eco-friendly aircraft. However, all of these measures still revolve around fossil fuels as a source of energy.

Morningstar Sustainalytics has maintained its status as a signatory of the UK Stewardship Code 2020 (the Code) per the Financial Reporting Council (FRC). Download the report to review how Sustainalytics' commitment to high stewardship standards meets the service provider principles set under the Financial Reporting Council’s revised Code.

While perhaps not a widely considered link between the defense industry and climate change, several Eurosatory conference sessions addressed how climate change can intensify security risks and threats.