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ESG in Conversation: The AI Revolution Comes to ESG

Learn how AI technology is being leveraged in the world of ESG research and analysis in our latest episode.

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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6 Types of Greenwashing Asset Managers Need to Know

Discover the 6 types of greenwashing asset managers should look out for when building a sustainable investment portfolio.

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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Combatting Investment Greenwashing Through a Double Materiality Approach

Learn how a double materiality investment approach can help mitigate greenwashing risks in sustainable investments.

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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.

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Seeing Through the Green: A Guide to Greenwashing Risks for Asset Managers

This guide provides asset managers with the insights they need to distinguish and develop genuine sustainable investment products and to understand greenwashing risks.

View our new infographic to discover what an impact-focused investment approach looks like and the five key steps for institutional investors and wealth managers.

What an Impact-Focused Investment Approach Looks Like

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.

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

The Power of Impact: Untapped Potential for Asset Owners, Asset Managers and Wealth Managers

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.

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Portfolio Screening as Due Diligence: How Investors Can Implement Responsible Business Conduct

This blog outlines how investors with access to screening options that follow the criteria of the OECD MNE Guidelines and the UNGPs can better assess investee companies’ risk of causing actual and potential adverse impacts. It shows what these research modules can look like and provides some examples outcomes on the effect of applying certain thresholds.

Sustainalytics at COP15 Biodiversity Conference

Biodiversity For Financial Institutions: Making the LEAP to Better Decision Making and Stewardship

Amid growing pressure to incorporate biodiversity into investment processes, we will outline how financial institutions can perform biodiversity assessments to make meaningful decision, contribute to biodiversity preservation and be accountable to regulators.

ESG performance for Credit Suisse and UBS

A Tale of Two Swiss Banks: Financial Performance and ESG Risk Run Parallel for UBS and Credit Suisse

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?

European Union flag in the wind

Inconsistent Definition of ‘Sustainable Investments’ Across EU Regulations Could Cause (Unintentional) Greenwashing

The absence of clear parameters to support the regulatory definition of sustainable investments has pushed market participants to make judgment calls leading to diverging investor approaches.

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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.