In recent years, investors have seen a rise in investment frameworks and evolving regulations intended to support them in capitalizing on the low carbon transition. But with this progress comes complexity. They now face challenges around the breadth of choices and approaches to best integrate climate-related information into investment processes, making credible and flexible data solutions more essential than ever. Furthermore, identifying opportunities for climate investing drives the need for insights that address the full picture beyond risk management.
We provide the building blocks, customization and flexibility to help investors with their end-to-end workflow requirements. We are listening and partnering with investors to meet the need for high quality data and research.
Morningstar Sustainalytics offers solutions designed to support investors across every step of their climate integration journey, whether it is addressing risks and opportunities for the transition or managing physical climate risks and strengthening portfolio adaptation and resilience.
Our Climate Transition data is flexible to help you address your unique workflow and strategy requirements. This is achieved by delivering high-level directional metrics alongside granular, criteria level data. The top line signals give useful starting points for strategy building and portfolio screening, while the deeper insights allow you to customize your own modelling approach and get the full picture of a company's performance for meaningful, measurable outcomes.
The Climate Transition Toolkit equips investors with integrated data and analytics to support every stage of the journey, from target setting and scenario analysis to framework alignment (like NZIF 2.0), stewardship, reporting, and portfolio construction.
These metrics are designed to help investors understand their direct and indirect exposure to physical climate change and the potential financial impacts on their portfolio holdings. The direct and indirect exposure metrics are calculated as separate signals that align with TCFD recommendations and roll-up to a single overall exposure signal.
With coverage on over 12 million assets, investors can leverage Physical Climate Risk Metrics to manage their portfolio exposure, fulfill reporting requirements, and prioritize topics and companies for engagement activities.
Climate Resource Center
Stay on top of climate investing trends, climate research insights and learn about the key themes driving investor climate disclosure with our newly launched Climate Resources page.
