Shifting Gears: The Auto Industry’s Transformation and the Rise of Chinese EV Manufacturers
The rise of China's electric vehicle manufacturers represents more than just commercial success – it reflects profound changes across the auto industry worldwide. Discover how this impacts market trends, ESG performance, and investment strategies.
The Downside of Digital Transformation for Utilities: Data Privacy and Cybersecurity Risks
This article highlights the increasing materiality of data privacy and cybersecurity risks for utilities. It outlines the sector’s digital transformation and the ensuing cybersecurity vulnerabilities that have followed. It also shows how companies are responding to these risks and the changing regulatory landscape.
Voice of the Asset Owner Survey 2024: Qualitative Insights
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.
ESG Risk Premium: A Further Look at Style, Industry and Country Factors
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.
The Corporate Sustainability Due Diligence Directive: A Step Towards Stronger Human Rights and Environmental Practice
In this overview, discover the key elements of the Corporate Sustainability Due Diligence Directive and what this EU regulation means for addressing social and environmental issues supply chains.
The Stockholm Stewardship Roundtable: A Practitioner’s Notes on Managing Investor Engagement Today
As concerns about greenwashing grow, investors focus on ensuring their portfolio companies uphold sustainability pledges and generate long-term value. Active ownership through strategic engagement is pivotal in driving sustainable practices.
Landmark Rules Ask Companies to Grapple With Climate Risk Very Publicly
Ron Bundy hosts an interview with Gabriel Presler, Global Head of Enterprise Sustainability at Morningstar and Aron Szapiro, Morningstar’s Head of Retirement Studies and Public Policy, to discuss what the new SEC rule and other climate regulations mean.
Six Best Practices Followed by Industries Leading the Low Carbon Transition
In this article, we take a closer look at the leading industries under the Morningstar Sustainalytics Low Carbon Transition Rating (LCTR) and examine the best practices that have allowed them to emerge as leaders in managing their climate risk.