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
Impact Metrics Set Encompasses
25
Product and Service Metrics
22
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.
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.
30 Years of ESG Expertise
500+ ESG research analysts across our global offices.
A Leading SPO 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.
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Thematic Engagement
Engage on the most challenging ESG issues, from climate change to human capital.
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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.
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