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ESG Risk Around the World Comparative Analysis Report | Morningstar Sustainalytics

ESG Risk Around the World: A Comparative Analysis Between Developed and Emerging Markets

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.

Orangutan between two trees

Biodiversity in the Balance: Hedging Portfolio Risks

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.

ESG Spotlight: Unlocking Human Rights in Corporate Supply Chains

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

UK Stewardship Code

UK Stewardship Code - Annual Signatory Report

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

Sample Report: TCFD module

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

ESG Spotlight | Supply Chain Incidents: Understanding the Impacts

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.

Thematic Research: Investing in AI for IT Operations

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.

Thematic Research: Investing in the Future of Transportation

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

10 for 2023

10 for 2023: Investing in Emerging Technologies

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

Asia-Pacific Supplement to The Morningstar Sustainalytics Corporate ESG Survey Report 2022

Asia-Pacific Supplement to the Morningstar Sustainalytics Corporate ESG Survey Report 2022

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.

EMEA Supplement to The Morningstar Sustainalytics Corporate ESG Survey Report 2022

Europe, Middle East, and Africa Supplement to the Morningstar Sustainalytics Corporate ESG Survey Report 2022

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.

Download the Special Americas Supplement to The Morningstar Sustainalytics Corporate ESG Survey Report 2022 – CSR and Sustainability in Transition

Americas Supplement to the Morningstar Sustainalytics Corporate ESG Survey Report 2022

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

UK Stewardship Code 2020 - Stewardship Report

Morningstar Sustainalytics has maintained its status as a signatory of the UK Stewardship Code 2020 (the Code) per the Financial Reporting Council (FRC). Download the report to review how Sustainalytics' commitment to high stewardship standards meets the service provider principles set under the Financial Reporting Council’s revised Code.

The Impact of Cyberattacks on Stock Prices

The Impact of Cyberattacks on Stock Prices

Data privacy and cybersecurity-related issues have become major drivers of business risk in recent years. Based on Morningstar Sustainalytics’ Data Privacy and Security (DP&S) incident data, this report reviews recent DP&S incident trends and assesses the impact of significant cyberattack Incidents on stock returns over time.

ESG spotlight report Metal mining and resource nationalization

Metal Mining and Resource Nationalization

This Morningstar Sustainalytics report uncovers significant ESG risks facing the mining industry, with an emphasis on resource nationalization.

blockchain report

An ESG Lens on Blockchain and Public Equities - Thematic Research Report

The investment risks and opportunities associated with blockchain go beyond the volatile cryptocurrency market, with applications ranging from enhanced payment platforms and contract execution to supply chain management and carbon tracking systems.

Water-Related Risks and Challenges

Water-Related Risks and Challenges

This report sheds light on the growing effects of water scarcity on companies and countries. To address these challenges, investors can use water reporting metrics to identify companies and countries with severe water risk. We further relate water metrics to firm and country characteristics and highlight substantial cross-sectional differences.

Investing in racial diversity

ESG Spotlight Report - Investing in racial diversity: North American equities

Access Sustainalytics' second ESG Spotlight Series report on race and ethnic diversity this year. Building on insights from the previous ESG Spotlight, the next series installment focuses on bridging the demographic data gap by compiling corporate disclosures of employee composition. Our research shows that companies with more diverse upper management tended to deliver greater financial returns than those with less diverse upper management over the last five years.

EU Flags

EC Taxonomy Delegated Act - Morningstar Comment Letter

Response to EC 7th May 2021 Draft Delegated Regulation, Taxonomy From Morningstar Inc. and Sustainalytics, a Morningstar Company Submitted via the European Commission portal for feedback

Race, Ethnicity and Public Equity

ESG Spotlight Report - Race, Ethnicity and Public Equity: A Global Snapshot

Sustainalytics has published a new ESG Spotlight Series report, Race, Ethnicity and Public Equity: A Global Snapshot, which presents an analysis of racial and ethnic issues linked to listed companies’ operations, supply chains and the societal impacts of their business activities. Our research finds that although a growing number of firms are disclosing diversity and anti-discrimination initiatives, management gaps persist and related controversies are on the rise.