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

119

Metrics

138

Sub-industries

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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Combining Technology and Expertise

Our experts leverage technology to generate insights and analysis that are actionable and precise.

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Transparency and Granularity

We place great emphasis on transparency ranging from reported and estimated sources, analyst commentaries, and applied criteria to arrive at our assessments.

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Versatile Dataset

Our granular metrics dataset can be tailored and used across various sustainability, impact, or disclosure frameworks.

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Portfolio Analytics and Reporting

Our solution offers insights into portfolio-level performance on our Impact Themes or the SDGs compared to a relevant benchmark.

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Fund-Level Insights

Our solution offered through Morningstar platforms and tools, covers a large universe of funds and includes a 5-level look-through to capture the alignment of underlying securities in portfolios.

Use Cases

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Identify and Select

  • Identify companies with social or environmental impacts in line with investment objective
  • Use metrics as an input into proprietary frameworks
  • Build impact theme or SDG-specific investment solutions
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Manage and Report

  • Report on impact objectives and outcomes of applied ESG strategies for clients and stakeholders
  • Monitor and report on portfolio, including through our Portfolio Analytics tool
  • Evaluate Third-Party Fund and Mandates
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Stewardship

  • Engage with portfolio companies and external managers on impact performance.

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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30 Years of ESG Expertise

800+ ESG research analysts across our global offices.

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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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EU Sustainable Finance Action Plan Solutions

The EU Sustainable Finance Action Plan is arguably the most comprehensive and detailed set of regulations affecting the field of ESG investing.

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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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