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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.

London city skyline

Q&A: What Are the Sustainability Disclosure Requirements?

In this Q and A, learn more about the U.K. Sustainability Disclosure Requirements and their impact on country's sustainable investment landscape going forward.

The SEC’s New Rules on Climate

This episode of ESG in Conversation dives into the SEC’s new climate disclosure rules and what they mean for companies and investors.

Landmark Rules Ask Companies to Grapple With Climate Risk Very Publicly

Ron Bundy hosts an interview with Gabriel Presler, Global Head of Enterprise Sustainability at Morningstar and Aron Szapiro, Morningstar’s Head of Retirement Studies and Public Policy, to discuss what the new SEC rule and other climate regulations mean.

Climate Disclosure Ruling | Morningstar Sustainalytics

The SEC’s Climate Disclosure Rule: A Step in the Right Direction

The U.S. Securities and Exchange Commission (SEC) recently published the final version of its long-awaited Climate Disclosure Rule. The final rule differs significantly from its original draft and further departs from other standards about to be implemented around the globe.

ESG in Conversation: Asset Owners Share Their Views on the Changing Investment Landscape

Tune in to learn about asset owners’ views on ESG investing, discover what major food companies can do to reduce their rising emissions, and find out whether companies are ready for CSRD.

Aerial photo of clear cutting in Amazon rainforest

Constructing Zero Deforestation Portfolios to Combat Climate Change and Biodiversity Loss

The world’s forests are under threat, putting ecosystem services and global economic wealth in danger. But investors can help to fight deforestation. In this article, learn the reasons why investors should pursue zero deforestation portfolios.

ESG in Conversation: Combatting Greenwashing in Financial Markets

We’re talking all about greenwashing this episode. What is it? How can asset managers spot it? And what can they do to steer clear in their portfolios and investment products?