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Navigating Controversy Ratings in the Era of Double Materiality - Part 2

The second part of this report delves into the key qualitative and quantitative factors used to measure impact and risk in the Controversy Rating.

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Navigating Controversy Ratings in the Era of Double Materiality - Part 1

This report highlights how distinct risk and impact signals, now available in our Controversies Research, can support investors’ evaluation of company incidents.

2025 Voice of the Asset Owner Survey - Quantitative Results

Voice of the Asset Owner 2025 - Quantitative Analysis

This year's survey of over 500 asset owners globally reveals a community deeply committed to its fiduciary responsibilities, while navigating increasingly significant disruption and uncertainty in capital markets and a complex regulatory landscape.

Defense: Assessing New Investment Opportunities Through an ESG Lens

Defense: Assessing New Investment Opportunities Through an ESG Lens

Examining the opportunity set within the Morningstar Sustainalytics coverage universe, focusing on companies involved in military contracting.

Climate and Net Zero Aligned Solutions

As a signatory to the Net Zero Financial Service Provider Alliance, we recognize that our products and services can shape the sustainability of markets, investment and the world. Learn more about our climate and net zero aligned solutions.

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Assessing Climate Transition Plans: Leveraging Data to Serve Investors’ Strategies

Demonstrating how investors can leverage climate transition risk and management data to serve different use cases and support proprietary tools that are aligned with existing climate frameworks.

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Corporate Climate Transition Plans: Why EU Companies Are Leaders Among Global Peers

Using the Low Carbon Transition Ratings, this article analyzes companies against three relevant metrics for assessing a transition plan's credibility and finds that EU companies continue to outperform their peers.

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Implications of CSRD: What the Final Standards Mean for Investors and Issuers

Discover the elements of the European Sustainability Reporting Standards and the Corporate Sustainability Reporting Directive, and what they mean for the sustainable finance market.

EU ESG Funds’ Exposure to Defense Continues to Increase

This article examines the evolution of Article 8 and 9 funds' exposure to the defense sector since 2022.

Fit for SMEs, Unfit for Scale

This report examines and compares key elements of the VSME to the ESRS and evaluates the VSME’s suitability for investors' sustainability reporting needs.

Q&A | As Climate Shifts, Wildfire Risks Rise for Companies and Investors

Companies that can maintain operations through a wildfire crisis have a powerful advantage.

From Reform to Responsibility: How the Dutch Central Bank’s ESG Guidance and Pension Overhaul Are Setting a Regional Precedent

From Reform to Responsibility: How the Dutch Central Bank’s ESG Guidance and Pension Overhaul Are Setting a Regional Precedent

This article covers how De Nederlandsche Bank (DNB), the central bank for the Netherlands, is intensifying its expectations around ESG risk management and disclosure and its implications for investors.

Trouble Brewing: How Labor Disputes Impact ESG Risk at Starbucks and the Restaurants Industry

This article explores how labor dispute management can impact companies' ESG risk within the restaurants subindustry.

Contradictions and Opposing Pursuits in Canada’s Oil and Gas Sector: Three Key Infrastructure Projects

Contradictions and Opposing Pursuits in Canada’s Oil and Gas Sector: Three Key Infrastructure Projects

This article examines the oil and gas industry's key infrastructure projects through an ESG lens, including the Trans Mountain Expansion, LNG Canada, and the Pathways Alliance carbon capture storage project.

ESG Risk Ratings: A Protective Instrument Amid Economic Shocks

ESG Risk Ratings: A Protective Instrument Amid Economic Shocks

Focusing on periods of economic shock, this report examines the link between US firms' ESG Risk Ratings and their financial performance.

Improving Transparency for Investors Ending Acceptance of Non-Public Information for ESG Risk Ratings

Improving Transparency for Investors: Ending the Acceptance of Non-Public Information for ESG Risk Ratings

Morningstar Sustainalytics no longer collects non-public information from issuers as part of its ESG Risk Rating or Low Carbon Transition Rating (LCTR) assessments. This article explains what the change means for investors and issuers.

I’s Energy Demand Meets US Utility Readiness

AI’s Energy Demand Meets US Utility Readiness: A Look at Carbon Intensity and Transition Risk

This article explores how the impacts of powering US data centers for AI are emerging as major challenges. Meeting the electricity needs of AI will increasingly depend on how quickly grid infrastructure, siting processes, and permitting systems can adapt.

Oceans: The Biodiversity Blind Spot Finally Taking the Spotlight

Explore the risks and opportunities facing investors within the blue economy.

Forced Labor Within the Supply Chain: The Risks, Regulations and Responsibilities

This article looks at forced labor within the supply chain and the impact it might have on investors.

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A Holistic and Decision-Useful Approach to Assessing Nature-Related Risks and Opportunities

Proposing a holistic, decision-useful approach to company-level assessments of nature-related risks.