Covering every side of sustainable investing

Morningstar and Morningstar Sustainalytics provide ESG research, ratings, and data across a full spectrum of asset classes and investment types.

Investors and corporations use this data to identify, evaluate, and manage every dimension of sustainable investing: from the impact a company has on the world to the risks environmental and social factors have on a company.

The breadth, depth, and quality of our coverage help investors of all types make complex decisions with confidence.

Managing Risks for a Changing Climate: A Guide for Institutional Investors

This eBook provides insights into the investment and portfolio risks related to physical climate hazards and the transition to a low-carbon economy.

An image of a green meadow with a circular illustration in the middle.

Capabilities

ESG Risk

Our best-in-class solutions help you integrate ESG data, research, analytics, and reporting into your existing systems and workflows. Whether you want to monitor portfolio performance, evaluate potential investments, or engage with stakeholders, we have the tools and expertise to support you. 

Climate

Our climate solutions help you understand and manage climate-related risks and possibilities. Whether you want to measure your portfolio’s carbon footprint, assess the impact of climate scenarios, or report on your climate actions, you can rely on our capabilities for your needs. 

Impact and Engagement

Assess the environmental and social impact of your portfolios and potential investments. With our engagement services, you can connect with companies on key ESG issues that matter to you. Combined, our services can help enhance long-term value.

Compliance and Regulatory Solutions

Our ESG screening solutions help you create investment universes that meet client mandates and regulatory requirements. You can easily filter and select companies based on their ESG scores, ratings, controversies, and adherence to global norms and frameworks. 

Indexes and Benchmarking

Our full range of equity, fixed-income, and multi-asset index capabilities cover the spectrum of sustainable-investing approaches. Underpinned by award-winning research and ratings, the indexes can be used for asset allocation, benchmarking, or investable product creation.

Corporate Solutions

Our data, research, and services help you make your business more sustainable and resilient. You can align your financial decisions with your ESG goals, manage ESG risks and opportunities, and evaluate sustainable finance and lending options.