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Climate Investment Resources

Climate change insights for investors

Climate Solutions

What are the Key Themes Driving Investor Climate Reporting?

In the context of the climate crisis, investors need insightful climate research, ratings, and data. Investors must balance the physical risks of climate change alongside the transition risks of moving to a net-zero economy.

In particular, regulatory guidance like the Task Force on Climate-related Financial Disclosures (TCFD) has placed urgency on the investment community to take a more active role to address global climate change. The TCFD framework is becoming increasingly important as it is shifting from a voluntary approach to being the main global regulatory response to climate risk, with many regions now mandating it for compulsory climate reporting.

Featured Content

Managing Risks for a Changing Climate

eBook | Managing Risks for a Changing Climate: A Guide for Institutional Investors

Is your organization planning on or has committed to aligning portfolios to a net-zero pathway and must report on decarbonization efforts? Read our latest ebook for insights into the investment and portfolio risks related to physical climate hazards and the transition to a low carbon economy.  

Climate Content

Climate Disclosure Ruling | Morningstar Sustainalytics

The SEC’s Climate Disclosure Rule: A Step in the Right Direction

The U.S. Securities and Exchange Commission (SEC) recently published the final version of its long-awaited Climate Disclosure Rule. The final rule differs significantly from its original draft and further departs from other standards about to be implemented around the globe.

Double Trouble: The Rise of Greenwashing and Climate Litigation for Banks

The fight against greenwashing is being taken to the courts. An analysis of Morningstar Sustainalytics data shows a 12-fold rise in climate-related litigation, including greenwashing claims, against banks over the past three years.

Climate Transition Risk: 6 Investor Questions Answered

This video interview provides insight into the challenges institutional investors face as they struggle to comply with the growing slate of climate-related reporting frameworks and standards, while trying to identify, manage and mitigate climate transition risks in their portfolios.

Hamburger, fries and dipping sauces on a red background

Big Food’s Broken Promises: The Data Behind the Food Industry’s Rising Emissions

Using Low Carbon Transition Ratings data, we look at six major food companies and identify where they need to go beyond targets to meet their stated net-zero goals.

It’s Not Just Wildfires and Hurricanes: Extreme Heat Is a Silent Killer for Companies

Extreme heat could account for 65% of North America’s productivity losses by 2030, Sustainalytics says.


Mandatory Scope 3 Emissions Reporting in the U.S. and Canada: Most Companies Are Unprepared

Learn just how prepared U.S. and Canadian companies are for the proposed scope 3 emissions disclosure rules and how investors can leverage engagement to help companies meet the various challenges of GHG emissions reporting.

Policy Responses to Climate Change: The EU’s Fit for 55 Package and Its Implications for Companies and Investors

Governments need to be more decisive to slow global temperature rise. The EU’s Fit for 55 package, with its ambitious targets for energy-intensive sectors, is an example of the required policy response needed to decarbonize global economies.

Downed power line and utility pole after storm

An Analysis of Financial Losses and the Near-Term Physical Risks of Climate Change

Using data from our Physical Climate Risk Metrics, we discover which sectors are most vulnerable to physical climate risks and the regions contributing the most to those risks.

Our Solutions

Morningstar Sustainalytics’ Climate Solutions enable investors to effectively evaluate both transition and physical climate risks. Our products can help investors build comprehensive climate investment strategies, fulfill disclosure requirements, advance engagement activities, and evaluate climate risks. 


Physical Climate Risk Metrics

Assess and disclose the direct and indirect physical climate risks of climate change related exposure.

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Low Carbon Transition Ratings

Receive a forward-looking assessment of a company’s current alignment to a net-zero pathway.

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Carbon Emissions Data

Evaluate and analyze companies’ GHG emissions across scope 1, 2, and 3 emissions.

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Additional Resources

Net-Zero Transition

Sample Report: TCFD module

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

Brochure: Navigating the Task Force on Climate-Related Financial Disclosures

To help investors navigate the scope of the TCFD recommendations, Morningstar Sustainalytics offers a robust set of Climate Solutions.

Low Carbon Transition Ratings from Morningstar Sustainalytics

In the context of the climate crisis, investors need robust research, data, and tools to identify and manage the climate transition-related risks and opportunities of their portfolio companies. Morningstar Sustainalytics’ Climate Solutions team created the Low Carbon Transition Ratings (LCTR), a new flagship ratings product, to help investors do just that.

Low Carbon Transition Ratings Brochure

Download the brochure to learn how you can better assess the alignment of your portfolio to a low carbon economy.

Low Carbon Transition Ratings Methodology

Leveraging our Low Carbon Transition Ratings, investors can respond to regulatory initiatives, implement net-zero strategies, fulfill client net-zero mandates and obtain transparency into company actions by integrating climate research into their investment decision-making processes.

Low Carbon Transition Ratings Sample Report

Sustainalytics’ Low Carbon Transition Ratings are designed to help investors align their portfolios to a net-zero pathway by creating visibility into the expected emissions exposure and management preparedness of issuers.

Physical Climate Risks and Carbon Emissions

Carbon Emissions Data Brochure

Morningstar Sustainalytics’ Carbon Emissions Data is designed to provide investors with powerful insights to assess and analyze companies’ carbon emissions.

Carbon Emissions Data Portfolio Report

The Carbon Emissions Portfolio Report includes analysis of a portfolio’s Scope 1 & 2 carbon intensity, Scope 1, 2 & 3 carbon intensity, and a carbon footprint analysis.

Brochure | Physical Climate Risk Metrics

As climate change challenges the modern investment landscape, evolving marketplace expectations will require investors to disclose both transition and physical climate risks associated with their investments.  To help investors better understand their exposure to physical climate risks, Sustainalytics, in collaboration with XDI, an award-winning global leader in physical climate risk analysis, are introducing Physical Climate Risk Metrics (PCRM) as Sustainalytics’ first Physical Climate Risk offering to align with evolving reporting needs. XDI's analysis supports decision-making in finance, business, and governments worldwide, with detailed, investment-ready information for physical climate risk.