Skip to main content

Filling in the Data Gaps: The Current State of Reporting on Principal Adverse Impacts Disclosures for the SFDR

In this blog we take a closer look at trends in data availability and reporting across mandatory and voluntary PAIs, and how investors can address their data gaps.

Portfolio Screening as Due Diligence Blog Header | Morningstar Sustainalaytics

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.

Storm surge hits building near the shore

Capturing the Direct and Indirect Risks of Physical Climate Change in Investment Portfolios

Investors face a unique set of challenges in assessing the physical climate risks affecting their portfolio companies. In this blog discover the direct and indirect physical climate risks impacting companies and their supply chains.

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.

Anticipating the Inevitable: What to Expect from the European Green Bonds Regulation

This blog post examines the key anticipated requirements that should be considered once the European Green Bond Regulation is ratified.

Will SVB’s Failure Create Headwinds in Clean Technology?

SVB's failure could create a domino effect in the IT and banking sectors, whereby the default of one company would trigger the default of another one across sectors, and so on. In this article, we explore that possibility for the cleantech sector.

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.

Pink clouds in the sky at sunset

A New Tool at the Table: Understanding Low Carbon Transition Risk By Industry and How Companies Are Managing It

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.

Examining the G in ESG: The Role, Best Practices and Metrics for Corporate Governance

This blog post examines the role, best practices and metrics for corporate governance with examples from three subindustries.

What the Upcoming ISSB Standards Mean for Corporate Reporters and Issuers

Discover what the upcoming Sustainability Disclosure Standards from ISSB could mean for company’s ESG and sustainability strategies, polices and disclosure.

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.

Hands typing on a laptop

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.

The Role of Sustainability-Linked Financial Instruments in Heavy Industry Decarbonization

With the effects of climate change looming, governments and organizations of all stripes need to work with carbon-intensive industries and invite them to participate in global decarbonization efforts. This can, in part, be achieved through sustainability-linked instruments.

LCTR

A Closer Look at How and Where Net-Zero Commitments Are Falling Short

Read about the methods investors can use to measure portfolio alignment to net-zero and the importance of not only assessing climate transition plans, but also their governance structure and implementation.

Successful ESG Programs: Two Important Habits From High-Performing Companies

In this blog we provide insights into the best practices for developing a successful ESG program by highlighting two important habits of high-performing companies in Sustainalytics’ universe.

Smoke stacks at sunset

Carbon Emissions Data for Investors: Closing the Reporting Gap and Future-Proofing Estimations

Despite improvements in the quality and quantity of carbon emissions reporting from companies, significant gaps remain. Discover the current state of emissions disclosures, learn the advantages and disadvantages of widely used estimation models, and discover the approach underpinning Sustainalytics' Carbon Emissions Data product.

Sustainability-Linked Financial Instruments: Creating Targets and Measuring Your Company's Performance

Sustainability-linked bonds and loans have begun to gain more attention. This blog post takes a closer look at key performance indicators (KPIs) and sustainable performance targets (SPTs) that must be kept in mind while opting for these instruments.

Communicating Your ESG Story: 5 Key Lessons From Top-Performing Companies

In this blog, we provide insights into the best practices for strategic ESG communications with five lessons from three top performing companies in Sustainalytics’ universe.