From climate change to diversity to good governance practices, investors of all types are beginning to consider the outcomes of their investments. Increasingly, they are interested in aligning their investments with their interests related to environmental and social impacts, compelling asset managers and pension funds to improve portfolio reporting.
Sustainalytics’ Impact Metrics is a set of company-level metrics that help pension funds and asset managers use the globally recognized Sustainable Development Goals (SDGs) and other impact themes to analyze and report on the environmental and social impact of their portfolio investments.
Latest Insights
Five Commonly Asked Questions About Sustainalytics’ Approach to Impact
Is Natural Gas a Cleaner Energy Solution?
How China’s Electric Vehicle (EV) Policies have shaped the EV market
Impact Metrics Set Encompasses
25
Product and Service Metrics
18
Operational Metrics
Introducing Our Impact Framework
At the center of our Impact Metrics Solution is our Impact Framework, which includes six impact themes that align to one or more of the SDGs and encompass all potential environmental and social impacts related to a company’s activities.
Contact us for a deeper look into our Impact Framework and the philosophy behind our approach to impact.
Key Benefits
Product and Operational Metrics
These metrics help our clients understand the impact generated by both a company's products as well as its operations.
Up-to-Date and Complete Data
We provide the most complete reported dataset available for a given fiscal year. Data is consistent and can be used for security, portfolio or fund level reporting.
Versatile Dataset
Our dataset can be adapted and used within various sustainability, impact, or disclosure frameworks.
Transparency
We are transparent on how we assess companies. Where company disclosure is lacking, we provide estimates for most metrics.
Use Cases
Portfolio Analysis and Reporting
- Client/Fund Reporting on Impact or SDGs
- Portfolio Monitoring on Impact or SDGs
- Third-Party Fund and Mandate Evaluation
Security Selection and Product Creation
- Create impact or SDG-themed investment products
- Use as an input into security selection and investment analysis process
Why Sustainalytics?
A Single Market Standard
Consistent approach to ESG assessments across the investment spectrum.
Award-Winning Research and Data
Firm recognized as Best ESG Research and Data Provider by Environmental Finance and Investment Week.
End-to-End ESG Solutions
ESG products and services that serve the entire investment value chain.
25+ Years ESG Expertise
350+ ESG research analysts across our global offices.
Largest Second-Party Opinion Provider
As recognized by Environmental Finance and the Climate Bonds Initiative.
Climate Solutions
Leverage our carbon research to align your portfolio to the future low-carbon economy.
Learn More
Thematic Engagement
Engage on the most challenging ESG issues, from climate change to human capital.
Learn More
Morningstar® Global Renewable Energy IndexSM
Exposure to equity investments that generate revenue from renewable energy and green transportation.
Morningstar® Societal Development IndexSM
Developed and emerging market companies that align with one or more of the UN SDGs.
Morningstar® Minority Empowerment IndexSM
Companies that are committed to racial and ethnic diversity as demonstrated by relevant programs and policies related to diversity, community development etc.
Morningstar® Global Market SustainabilitySM Index Family
Best-in-class equity index that features reduced ESG risk profile with low to moderate tracking error.
Related Insights and Resources
Five Commonly Asked Questions About Sustainalytics’ Approach to Impact
We launched our new Impact Metrics product to support investors’ growing need for more robust data that can be used to demonstrate how ESG-focused strategies can deliver real-world social and environmental outcomes. Since the launch, I have connected with many enthusiastic institutional investors eager to make sense of the rapidly evolving world of impact, excited to dive into impact data, and cautiously optimistic about supporting their clients’ Sustainable Development Goal (SDG) and impact needs.
Is Natural Gas a Cleaner Energy Solution?
While Oil and Gas (O&G) operations are responsible for roughly 15 percent of global energy-related GHG emissions, some energy companies have pledged the role of natural gas (NG) as a transitional fuel. At the same time, NG energy use is increasing globally, and shale-gas extraction is booming at an unprecedented rate. One factor that is often overlooked is the methane emissions across the NG value chain.
How China’s Electric Vehicle (EV) Policies have shaped the EV market
As CO2 emissions are inherent to Internal Combustion Engine Vehicles (ICEVs), Electric Vehicles (EVs) are widely considered to be the logical alternative towards realizing zero emissions. With the continuation of ongoing technological refinement and years’ of heavy investment, EV manufacturers have significantly upgraded the performance of their products and improved economies of scale making EV production more economically feasible allowing for EVs to become a more widely considered consumer choice. Improving economies of scale, in both the EV manufacturing and the recycling of decommissioned batteries along with the grid’s transition towards renewable energy will make the positive impacts of EVs increasingly undeniable.
Sustainable Fund Labels: Diverse Definitions of Sustainability
Sustainable financial products are marked with an increasingly large list of tags, from green, sustainable, socially responsible to thematic ESG, water, carbon or impact funds, and not every investor might know how to make sense of these terms. Sustainable fund labels can be one way to signal to the market that the fund has a dedicated responsible investment strategy.