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Investor Views on AI Oversight: What Do Proxy Votes Tell Us?

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

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It’s Not Just Emissions: Other Metrics Evaluating EU Companies and Their Decarbonization Pathway

The second article in our series examines other metrics that can be used to assess whether companies are aligned to a decarbonization pathway and how companies compare across regions.

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Portfolio Strategies to Support Decarbonization in the Real Economy: An Overview

Discover a framework for portfolio strategies exploring decarbonization in carbon-intensive sectors within emerging markets.

Evaluating Disclosure by Financial Conglomerates and Mixed Groups Within the EU Taxonomy

Evaluating Disclosure by Financial Conglomerates and Mixed Groups Within the EU Taxonomy

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

ESG in Conversation: Financing the Future

Learn about the evolution in sustainable fixed income investing, our enhanced SPO assessment framework, and the importance of bringing the investor voice to the conversation about funding a sustainable future.

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A New State of Play: Impact of Changing Regulatory Priorities on US Banks and their ESG Views

Insights on how regulatory shift in the US could impact how banks consider ESG within their business activities.

Opportunities to Finance Reduced Emissions in Emerging Markets

Opportunities to Finance Reduced Emissions in Emerging Markets

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.

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Public Policy Drives Sustainable Investing Markets in 2025

A look at the regulatory outlook for sustainable investing and the latest data for fund flows.

Webinar Replay: Enhanced Assessment Framework for UoP SPOs

The enhanced assessment framework is designed to help you navigate the complexities of sustainable finance market by providing a rigorous, science - based approach that ensures your sustainability framework stands out in a crowded market. Our enhanced approach goes beyond labels to deliver clear, measurable insights into the real-world impact of your investments, enabling you to mitigate the risks of greenwashing, meet evolving transparency demands, and confidently demonstrate long-term progress.

Wind turbine in a field

Assessing Corporate Climate Transition Plans: A Checklist for Investors

A checklist for institutional investors looking to analyze the credibility of corporate climate transition plans.

ESG in Conversation: Shining a Light on Shareholder Rights

Tune in to hear experts share their perspectives on sustainable investing trends and the changing regulatory landscape, as well as changes in proxy voting activities, the influence of dual class share structures and their impact on say on pay votes.

European Union flag in the wind

EU Corporate Climate Disclosures: An Evaluation of Completeness and Quality

In this article, we evaluate European issuers’ preparedness to manage the shift toward a low-carbon economy using data from Morningstar Sustainalytics’ Low Carbon Transition Rating.

DEI Rollbacks Impact on ESG Risk Ratings and Broader Implications for Investors

DEI Rollbacks: Impact on ESG Risk Ratings and Broader Implications for Investors

This article covers how not all reported rollbacks in diversity, equity, and inclusion (DEI) initiatives will have the same impact. Due to the relatively low weight of DEI in Sustainalytics’ ESG Risk Rating, we do not anticipate significant changes to overall ratings.

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Addressing the Drivers of Biodiversity Loss: Key Solutions for Companies and Investors

In this article, we highlight key focus areas for companies and institutional investors to prioritize to meaningfully address biodiversity loss.

Industrial Scale Decarbonization in the EU Stewardship Field Notes from Germany, France and Spain

Industrial-Scale Decarbonization in the EU: Stewardship Field Notes From Germany, France and Spain

This article covers how Morningstar Sustainalytics’ Stewardship Team embarked on a field trip in November 2024 to learn how EU industry leaders are navigating the complex challenges of the energy transition.

Meta’s Content Moderation Overhaul: Key Risk Considerations for Investors

Meta has relaxed its content moderation and fact-checking policies, meaning it could face increased societal, regulatory and material financial risks.

The EU Omnibus What the Proposals Mean for Sustainability Reporting Among Companies and Investors

The EU Omnibus: What the Proposals Mean for Sustainability Reporting Among Companies and Investors

On February 26, 2025, the EU Commission published the omnibus packages on sustainability and investment simplification. This article examines the EU Omnibus and its impact on the CSRD, the CSDDD, and the EU Taxonomy Regulation.

Use of Proceeds SPO Sample Report

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.

Use of Proceeds SPO Assessment Framework

Download our full assessment framework to discover how our experts make their SPO assessment.

Tapping Into the Rise of No- and Low-Alcohol Opportunities and Risks for Beer, Wine, and Spirits Companies

Tapping Into the Rise of No- and Low-Alcohol: Opportunities and Risks for Beer, Wine, and Spirits Companies

This article shows how investors can use Sustainalytics’ ESG Risk Ratings to identify alcohol companies that are focusing on non-alcoholic products and are well positioned to tap into the growing market and offset a potential decline in sales.