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EU Sustainable Finance Action Plan Solutions Suite

Navigate the EU regulatory requirements with confidence

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OVERVIEW
What is the EU Sustainable Finance Action Plan?

In March 2018, the European Commission launched a 10-point EU Action Plan to leverage financial markets in addressing sustainability challenges, particularly those related to climate change.

Three main objectives underpin the EU Sustainable Finance Action Plan:

Reorient capital flows towards sustainable investment to achieve sustainable growth.

Manage financial risks stemming from climate change, environmental degradation, and social issues.

Foster transparency and long-termism in financial and economic activity.

Financial market participants are driven to comply against a set of criteria fostering transparency and a common language for what is “sustainable” when creating sustainable investments.

HOLISTIC SOLUTIONS
How Can We Help?

Morningstar Sustainalytics has developed a holistic solution designed to help you:

Meet all your regulatory requirements with robust, reliable data.

Streamline your compliance process with advanced reporting tools. 

Easily embed data within existing workflows, ensuring consistent and reliable data for regulatory reporting needs.

Our solution is built on the foundation of robust methodologies that underpin all our ESG research, including our EU Taxonomy Solution and Principal Adverse Impact (PAIs) Data Solution. This high-quality data is then integrated into a wide variety of tools and capabilities, allowing you to seamlessly manage and report in line with your regulatory obligations.

Explore Our Solutions Suite
CSRD SOLUTION
Integrated CSRD aligned data solutions for sustainability reporting

Sustainalytics’Corporate Sustainability Reporting Directive (CSRD) Aligned Data is designed to empower issuers with an unparalleled level of insight and compliance readiness. Built upon a deep foundation of data, our CSRD Aligned Data offers quantitative and qualitative insights aligned with over 450 criteria from the European Sustainability Reporting Standards (ESRS) covering approximately 25,000 companies. Leverage the most comprehensive data available to comply with evolving regulatory standards, assess materiality, and simplify your CSRD reporting requirements.

EU Taxonomy Solution
Granular data for regulatory reporting and investment analysis

Morningstar Sustainalytics delivers a robust dataset that includes reported and estimated data across three key performance indicators (revenues, capex, opex) and six objectives. It assists investors in complying with the latest ESG regulations, enhances portfolio monitoring, and supports the development of credible green investment products.

SFDR PAI Data Solution
ESG research solutions for SFDR compliance

Morningstar Sustainalytics helps investors integrate Principal Adverse Impacts (PAIs) into their investment strategies. This solution supports the fulfillment of SFDR reporting obligations and complements a broad suite of research products, aiding in the management of ESG risks and reduction of negative stakeholder impacts.

EU Benchmarks Data Solution
Support for EU Climate Transition and Paris-Aligned Benchmarks compliance

Morningstar Sustainalytics’ dedicated dataset helps investors comply with mandatory reporting obligations and screen companies against the exclusion criteria set for EU Climate Benchmarks (PABs and CTBs). We also offer sustainable investing index solutions through Morningstar Indexes, ensuring alignment with EU benchmark regulations.

EU Sustainable Investments Data Solution
Screening tools for sustainable investments

Morningstar Sustainalytics assists financial market participants in identifying sustainable investments. We provide investors with a combination of suggested data and screening capabilities that enable them to customize inputs and thresholds based on Contribution, Do No Significant Harm, and Good Governance, thereby incorporating their own views into investment decisions.

Complementary Capabilities
Portfolio Reporting Capabilities
On-demand portfolio reporting and aggregation tools

Morningstar Sustainalytics enables investors to aggregate data at portfolio level and generate reports for fund or entity level disclosures using our EU Taxonomy and PAI datasets. Our best-in-class capabilities enable investors access to end-to-end regulatory support and help them incorporate EU Taxonomy criteria and PAI insights, as well as manage their ESG risks.


FEATURED CONTENT
Insights for Strategic Compliance
EU Taxonomy Reporting Review | Morningstar Sustainalytics

EU Taxonomy Reporting Review

In our first EU Taxonomy Reporting Review, Morningstar Sustainalytics examined taxonomy alignment on KPIs for more than 1,300 non-financial companies to assess the progress companies are making in reporting their taxonomy alignment.

The Current State of EU Taxonomy Alignment in 2024 | Morningstar Sustainalytics

The Current State of EU Taxonomy Alignment in 2024

This article summarizes the findings from our first EU Taxonomy Reporting Review, examining alignment to KPIs on revenue, opex, and capex on more than 1,300 non-financial companies over the last two years.

Check boxes and pencil on a yellow background

Driving ESG Transparency: Exploring the Role of Taxo4 in the EU Taxonomy

The expanded environmental classifications in the EU Taxonomy, known as Taxo4, marks a step forward for investors seeking sustainable investments. Read on to learn what the new criteria cover and why it matters to investors.

ESG Policy Perspective: Regulatory Developments from Across the Globe

ESG Policy Perspective provides investors with an overview of the most recent regulatory developments across the globe on regular bases. In our first publication, we examine the evolving taxonomy frameworks across APAC, UK and EU regions and upcoming disclosure requirements for investors.


Why Sustainalytics?

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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

800+ ESG research analysts across our global offices.

A Leading SPO Provider

As recognized by Environmental Finance and the Climate Bonds Initiative.