Skip to main content

ESG in Conversation: Combatting Greenwashing in Financial Markets

Posted on December 5, 2023

Morningstar Sustainalytics
Morningstar Sustainalytics


Episode Summary


  • Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics 


  • Ruthann Bartello, Commercialization Director, Stewardship Services 

Investors' Greenwashing Concerns and How They Can Address Them 

Greenwashing is a growing concern among financial market participants. Whether it’s measuring the sustainability performance of companies in a portfolio or ensuring that their own firms and offerings are not making exaggerated claims about their sustainability impacts, asset managers are on the lookout for potential greenwashing risks. Adding to the confusion is a lack of clarity around what defines a sustainable investment, as well as the growing list of regulations and reporting frameworks asset managers need to comply with.  

In this episode, we discuss the European Sustainability Reporting Standards, the cornerstone of the Corporate Sustainability Reporting Directive, which should pave the way for more accessible and standardized corporate sustainability information. You also hear from Morningstar Sustainalytics’ Ruthann Bartello about the key strategies investors can use to mitigate greenwashing risks in their investment products and across their portfolios. 


Share Your Feedback

Please take a moment to share your thoughts on ESG in Conversation. You can email us at [email protected]

Key Moments




Morningstar Sustainalytics new ebook “Seeing Through the Green: As Guide to Greenwashing Risks for Asset Managers”  


The final Corporate Sustainability Reporting Directive and its standards are published 


Investor stewardship as a tool to combat greenwashing.  


Interview with Ruthann Bartello on key strategies institutional investors can use to address greenwashing 


Greenwashing explained 


Investor concerns around greenwashing 


What’s behind investors’ concerns 


Consequences of greenwashing for investors 


Key regulations related to greenwashing 


Strategies for asset managers to mitigate against greenwashing risks 


Tips for asset managers to build a robust investment strategy 


Final thoughts 


Links to Select Resources

Recent Content

ESG in Conversation: When It Comes to Sustainable Investing, It's A Material World

This episode of ESG in Conversation explores ESG materiality and what a shift in political agendas globally could mean for the state of sustainability-related regulations.

The SEC’s New Rules on Climate

This episode of ESG in Conversation dives into the SEC’s new climate disclosure rules and what they mean for companies and investors.

ESG in Conversation: The AI Revolution Comes to ESG

Learn how AI technology is being leveraged in the world of ESG research and analysis in our latest episode.

ESG in Conversation: Asset Owners Share Their Views on the Changing Investment Landscape

Tune in to learn about asset owners’ views on ESG investing, discover what major food companies can do to reduce their rising emissions, and find out whether companies are ready for CSRD.