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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?

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The State of ESG Risk Across Industries: Three Key Takeaways From Our Annual Industry Reports

Morningstar Sustainalytics’ Annual ESG Risk Ratings Industry Reports are now available. Discover the cross-industry insights that emerge from this year’s reports and the research behind them.

ESG in Conversation: ISSB Sets New Standards for Sustainability Reporting

In this episode, learn about the upcoming greenhouse gas reporting requirements for North American companies, EU's Fit for 55 package and the implication for companies in the region, and what the newly published ISSB standards mean for companies and investors.

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Implications of CSRD: What the Final Standards Mean for Investors and Issuers

With the introduction of the European Sustainability Report Standards, which set the criteria to implement the Corporate Sustainability Reporting Directive, investors in the region can better evaluate companies’ sustainability performance. Discover the elements of the standards and what they mean for the sustainable finance market.

Check boxes and pencil on a yellow background

Driving ESG Transparency: Exploring the Role of Taxo4 in the EU Taxonomy

The expanded environmental classifications in the EU Taxonomy, known as Taxo4, marks a step forward for investors seeking sustainable investments. Read on to learn what the new criteria cover and why it matters to investors.

Beakers and test tubes lit in moody blue-green and reddish background

Regulating 'Forever' Chemicals: Examining Company Readiness and Investor Risk

Chemical companies face growing pressure to phase out some of the most hazardous substances from their product portfolios. Learn how well companies manage related risks and what upcoming regulations could mean for them and their investors.

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Mandatory Scope 3 Emissions Reporting in the U.S. and Canada: Most Companies Are Unprepared

Learn just how prepared U.S. and Canadian companies are for the proposed scope 3 emissions disclosure rules and how investors can leverage engagement to help companies meet the various challenges of GHG emissions reporting.

Policy Responses to Climate Change: The EU’s Fit for 55 Package and Its Implications for Companies and Investors

Governments need to be more decisive to slow global temperature rise. The EU’s Fit for 55 package, with its ambitious targets for energy-intensive sectors, is an example of the required policy response needed to decarbonize global economies.

Impact offers investors new ways to differentiate products, enhance client satisfaction, report to stakeholders and more. Learn how in our new blog post, The Power of Impact: Unleashing Potential for Asset Owners, Asset Managers, and Wealth Managers

Investing for Impact Explained: What It Is and Why It Matters to Investors

What is impact investing? What is impact-focused investing? In this blog post we unpack impact, how it relates to ESG, and why it’s important to investors.

Portrait of wildcat - Factoring in Biodiversity

Factoring in Biodiversity: Companies Just Aren't Ready

Using ESG Risk Ratings data we assess companies' readiness to address their impacts on biodiversity loss across their operations.

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EU's Iterative Approach to Sustainable Finance Regulations Isn't Perfect, But It's a Good Start

The EU Action Plan for Sustainable Finance has kept the European investment market busy over the past year. In this blog post, we highlight the merits that we see in the EU regulatory package. While not perfect, the regulation is a good start.

scope 3 emissions shareholder voting

Investors Seek Meaningful Scope 3 Emissions Targets to Evaluate Climate Transition Plans

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.

Biodiversity COP15 Sustainalytics

Post-COP15 Outlook: Evolving Investor Responsibilities in Biodiversity

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.

Sustainalytics at COP15 Biodiversity Conference

Danish Delegation Engages Sustainalytics’ Biodiversity Expert, Enabling Front Row Access to COP15 Negotiations

Finance Day within the U.N. Biodiversity Conference (COP15) is fast approaching, and Morningstar Sustainalytics’ team members will be in attendance, each focusing on different investor biodiversity considerations related to active ownership.

Sustainable Aviation Fuel

The Role of Sustainable Aviation Fuel in Achieving Decarbonization by 2050

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.

Physical Climate Risks: 6 Things Portfolio Managers Need to Know

The negative physical impacts of climate change are being felt by communities and corporations globally and are likely to get worse in the coming years. The knock-on costs of more frequent “once-in-a-century” climate events on economies are likely to rise. To prepare for this looming threat, investors must forecast the asset-level effects of climate change on companies in a granular and sophisticated way. Here are six things portfolio managers should know to manage and mitigate the physical risks of climate change to their portfolios and meet growing list of climate-focused reporting requirements.

human rights

Applying Business and Human Rights International Standards to Investor Due Diligence

Socially conscious ESG investors are interested in how to implement international business and human rights norms in their portfolios and understand the potential impacts of applying additional screening criteria within their strategy.