Impact Metrics

Analyze and report on the impact of your portfolio

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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.

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. 

Impact framework pie chart

Key Benefits

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Product and Operational Metrics

These metrics help our clients understand the impact generated by both a company's products as well as its operations.

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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.

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Versatile Dataset

Our dataset can be adapted and used within various sustainability, impact, or disclosure frameworks.

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Transparency

We are transparent on how we assess companies. Where company disclosure is lacking, we provide estimates for most metrics.

Use Cases

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Portfolio Analysis and Reporting

  • Client/Fund Reporting on Impact or SDGs
  • Portfolio Monitoring on Impact or SDGs
  • Third-Party Fund and Mandate Evaluation
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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?

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A Single Market Standard

Consistent approach to ESG assessments across the investment spectrum.

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Award-Winning Research and Data

Firm recognized as Best ESG Research and Data Provider by Environmental Finance and Investment Week.

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End-to-End ESG Solutions

ESG products and services that serve the entire investment value chain.

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25+ Years ESG Expertise

350+ ESG research analysts across our global offices.

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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.

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Thematic Engagement

Engage on the most challenging ESG issues, from climate change to human capital.

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Sustainable Products Research

Identify Countries with sustainable product lines. 

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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.

Related Insights and Resources

hurricane

Impact of Climate Change and Extreme Weather on Essential Services

Utilities have found themselves in the literal and metaphorical eye of the storm over the last year as hurricanes, floods and wildfires of increasing frequency and strength have wreaked damage on their assets. In late August, Storm Ida made landfall in Louisiana, USA and devastated the power grid lines. Entergy, the utility operating in Louisiana, supplying most of New Orleans, restored 90% of the supply only by mid-September, with 87,000 customers still without power.

The circular way forward could be the key to reducing food waste

Indications that a food crisis is imminent are clear. Fundamental changes in the global food system are required to address these challenges. This decade is a watershed moment for urgent efforts to close the loop, and companies and investors can play a pivotal role. Despite being closely connected to issues such as climate change and basic human rights, food waste has attracted comparatively less attention from companies, investors, and other stakeholders.

Impact reporting

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.

natural gas still

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.