Morningstar Sustainalytics provides comprehensive, actionable data aligned with all seven NZIF 2.0 criteria. This standalone dataset is designed to help investors implement the IIGCC’s Net Zero Investment Framework (NZIF) 2.0, a widely adopted roadmap for setting portfolio-level objectives and asset-level targets to support climate transition plans and strategies.
The Net Zero Investment Framework (NZIF) 2.0, developed by the Institutional Investors Group on Climate Change (IIGCC), outlines key components of a credible climate transition strategy. It helps investors set portfolio-level decarbonization objectives, define asset-level targets, evaluate transition plans and climate solutions, and align capital allocation with climate transition goals.
The climate transition is complex, Morningstar Sustainalytics helps you address the fundamentals to easily turn insights into action. This includes proven methodology that is built on the robust Low Carbon Transition Ratings with its Implied Temperature Rise metric recently recognized by SBTi as an eligible methodology for their Financial Institutions Net Zero Standard (FINZ). Investors benefit from credibility and global reach, with our solutions trusted by leading asset managers and owners globally. This dataset has been designed to support regulatory reporting, stewardship, and strategy development to deliver versatility, while leveraging recognized principles by aligning with market-leading frameworks, including NZIF 2.0, SBTi, TCFD, and ISSB's IFRS S2.
 | Curated Climate DataApproximately 50 curated data points from the Low Carbon Transition Ratings (LCTR). |
 | Broad Issuer CoverageCoverage of approximately 10,000 equity and corporate fixed income issuers. |
 | Complete NZIF 2.0 AlignmentAlignment with all seven NZIF 2.0 criteria, including Capital allocation alignment. |
 | Flexible Depth of AnalysisSupplementary data points that enable deeper analysis in specific areas of the NZIF criteria. |
 | Transparent MethodologyApplication guidance and methodology documentation, offering transparency to support internal and external reporting. |
Our Experts Are Ready to Help You
Assess Company-Level Alignment
Identify specific actions companies can take to improve their NZIF alignment category.
Benchmark Portfolio Distribution
Compare your portfolio’s NZIF alignment profile against peers and benchmarks.
Evaluate Transition Financing
Understand how companies are contributing to the transition through CapEx, technology deployment, and climate-aligned revenues.
Review Transition Plans
Assess the credibility of issuer transition plans against an industry-recognized framework.
