Overview
This page provides access to all Morningstar Sustainalytics current and historical versions of our policies across three key areas: Methodology Development, ESG Ratings, and Data Management. The documents reflect how our approaches, standards, and governance have evolved over time.
ESG Methodology Development & Revision Global Policy
The ESG Methodology Development and Revision Global Policy describes the key principles for the development and revision of Morningstar Sustainalytics methodologies.
The underlying rigorous and thorough policies and processes we have in place reflect our long-standing dedication to transparent governance of our methodologies and implementing best practices.
The ultimate objective is to ensure that methodologies are accessible and understandable to those who rely on them.
Data Management Policy
This Data Management Policy describes how Morningstar Sustainalytics collects, validates, governs, and distributes ESG reported data. It sets out the principles, roles, and quality controls designed to ensure data accuracy, transparency, and integrity across the data lifecycle. The policy supports consistent and responsible data management practices aligned with regulatory and governance expectations.
ESG Ratings Policy
The ESG Ratings – Global Policy sets out the principles for the issuance, publication, and distribution of Morningstar Sustainalytics’ ESG Ratings in accordance with applicable regulations, policies, and procedures. This document outlines the types of ESG Ratings, governance, and transparency standards that ensure the independence and accuracy of ESG Ratings for all covered personnel.