ESG Research and Resource Center

Now in its fourth year, the report features responses from 25 asset owners who were interviewed about the challenges they are facing and how they are working through them.

This report examines 15 recent shareholder resolutions at US companies that address oversight and transparency in the use of AI.

This report analyzes financial institutions’ compliance with EU taxonomy reporting requirements.

This report offers institutional investors strategies to finance decarbonization activities in emerging markets, which are expected to be the largest source of future emissions growth.

Download a sample report to discover how our UoP assessment enhances transparency and provides clear, measurable insights into the real-world impact of your bond or loan.

The latest report in our “10 for” series draws on our latest research and highlights ten ESG themes that we think will affect corporate value chains in 2025.

This stewardship research report analyzes data from the 2024 proxy voting seasons and compares it with previous years. It shows that asset managers’ backing for E&S proposals hit a five-year low in 2024.

This report examines the dynamic between dual class shares and the idea of shareholder democracy, using data from the 2024 proxy season.

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.

In Volume 3 of the Quantitative Investment Approaches for ESG Risk series created in partnership with Natixis, this report uses a novel portfolio construction to examine style, industry and country factors and their respective contributions to active ESG risk in the United States, Canada, Europe, and Asia-Pacific.

In Volume 2 of the Quantitative Investment Approaches for ESG Risk series created in partnership with Natixis, this report examines the impact of ESG risk on portfolio performance, volatility, downside risk and financial health.

This paper, in partnership with Natixis, is the first of three papers that will provide valuable insights on the potential economic and societal benefits of aligning with ESG standards, as well as the potential costs and disruptions.