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Evaluating Disclosure by Financial Conglomerates and Mixed Groups Within the EU Taxonomy

Evaluating Disclosure by Financial Conglomerates and Mixed Groups Within the EU Taxonomy

This report analyzes financial institutions’ compliance with EU taxonomy reporting requirements.

ESG in Conversation: Financing the Future

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.

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A New State of Play: Impact of Changing Regulatory Priorities on US Banks and their ESG Views

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

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Public Policy Drives Sustainable Investing Markets in 2025

A look at the regulatory outlook for sustainable investing and the latest data for fund flows.

ESG in Conversation: Shining a Light on Shareholder Rights

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.

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Addressing the Drivers of Biodiversity Loss: Key Solutions for Companies and Investors

In this article, we highlight key focus areas for companies and institutional investors to prioritize to meaningfully address biodiversity loss.

ESG in Conversation: A Look Ahead at 2025 and Beyond

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.

The Investor's Guide to Assessing Corporate Climate Transition Plans

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.

Ron Bundy Quarterly Letter Q1 2025

Get Ready to Hear the Term ‘Double Materiality.’ Here’s What It Means for Investors

The perils and promise of impact reporting, from a panel of Morningstar experts.

Six Sustainable Finance Trends to Watch in 2025

Six Sustainable Investing Trends to Watch in 2025

This report covers six themes that will be top of mind for sustainability-aware investors for 2025, identifying touchpoints that investors will need to learn to navigate in the new year.

Forest of evergreen trees

Mapping International Sustainability Rules

This infographic highlights the key focus areas of select sustainability-related regulations from across regions.

The EU Taxonomy Regulation Explained

This guide serves as a starting point for understanding the impact and key components of the EU Taxonomy Regulation.

ESG in Conversation: A Look Back At 2024

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.

ESG in Conversation: Using ESG Data in Portfolio Construction

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.

Progress on the Global Reporting Initiative's New Banking Sector Standard: Highlights and Latest Developments

In April 2024, members of the GRI Banking Technical Committee met to discuss the key topics to be included in the draft GRI Banking Sector Standard. Read on to learn more about reporting requirements for banks.

ESG in Conversation: When It Comes to Sustainable Investing, It's A Material World

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.

Material Matters: The Role of ESG Materiality in Sustainable Investment Strategies

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.

Map showing Saudi Arabia and Turkey with pins

On Location: ESG Engagement in Turkey and Saudi Arabia

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.

The Corporate Sustainability Due Diligence Directive: A Step Towards Stronger Human Rights and Environmental Practice

In this overview, discover the key elements of the Corporate Sustainability Due Diligence Directive and what this EU regulation means for addressing social and environmental issues supply chains.

Cityscape Zurich Switzerland

The Swiss Stewardship Code: 4 Insights for Engagement Managers Globally

The Swiss Stewardship Code offers insights for investors everywhere on how they should engage with their portfolio companies. Read on to discover key considerations for this increasingly popular investment approach.