Resource Center

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.

This research report helps climate-focused investors navigate the expanding array of strategies available to them and it provides an update on the rapidly evolving global landscape of climate funds.

This report explores the climate transition readiness and climate action profile of about 10,000 companies and more than 60,000 mutual funds and ETFs using metrics from Sustainalytics’ Low Carbon Transition Rating (LCTR).

This report examines the global landscape of open-ended funds and ETFs focused on biodiversity. It examines the range of options on offer based on three categories: risk-oriented, mixed, and solutions-focused.

In our first EU Taxonomy Reporting Review, Morningstar Sustainalytics examined taxonomy alignment on KPIs for more than 1,300 non-financial companies to assess the progress companies are making in reporting their taxonomy alignment.

This 3rd annual survey highlights the motivations, attitudes and challenges of institutional asset owners in the current environment. It features qualitative insights based on a survey of asset owners from a diverse range of institution types and sizes across North America, Europe and Asia-Pacific.

This 2024 report sheds light on the voting trends observed among asset managers and showcases the voting records of the Big Three index firms. It also highlights how shareholders are responding to the growing volume of resolutions addressing ESG themes.

This report evaluates companies on the Morningstar Global Large-Mid Cap Equities Index and how they are misaligned to net zero targets. It also identifies industry challenges regarding emissions reporting and their solutions.

This 3rd annual survey highlights the motivations, attitudes and challenges of institutional asset owners in the current environment. It features direct qualitative conversations with thirteen hand-selected asset owners from a diverse range of institution types and sizes across North America, Europe and Asia-Pacific.

This reports tracks and examines the ESG attributes of companies in emerging and developed markets from 2018 to 2022. It sheds light on recent developments, showing how companies in developed and emerging markets are improving their ESG Risk Ratings at different paces.

As investors have grown increasingly interested in addressing portfolio risks linked to biodiversity loss, we use model portfolios to explore how related risks can affect overall returns.

This report outlines best practices in mitigating human rights related risks in supply chains and presents a framework for investors to assess relevant factors.

Review our UK Stewardship Code submission to learn more about Morningstar Sustainalytics’ collaborative engagement approach.

A TCFD module is included in our Low Carbon Transition Ratings to assess and track the comprehensiveness of issuer disclosure.

To help investors understand supply chain controversies, this report explores how supply chain incidents are distributed over time and across industries, markets and event categories. Our analysis aims to enable investors to identify potential areas of portfolio exposure as well as topics for corporate stewardship activities.

The topic of artificial intelligence (AI) has been making headlines over the past year with a wave of new customer and business applications that are revolutionizing how industries operate by improving efficiency.

The article offers an analysis of the ESG issues faced by companies engaged in the development of innovative transportation technologies.

A fresh approach looking into technological innovation that has the potential to impact global sustainability and the way we live, work, and move.

In this Asia-Pacific supplement to the Morningstar Sustainalytics Corporate ESG Survey Report 2022, we share additional findings showing how CSR and sustainability teams in the APAC region are managing ESG programs and compare their responses to the world.

In this Europe, Middle East, and Africa supplement to the Morningstar Sustainalytics Corporate ESG Survey Report 2022, we share additional findings showing how CSR and sustainability teams in the EMEA region are managing ESG programs and compare their responses to the world.