Resource Center

Now in its fourth year, the report features responses from 25 asset owners who were interviewed about the challenges they are facing and how they are working through them.

A Q&A about investor engagements, company commitments and climate data.

The 2025 Global Sustainable Investment Data and Research Survey is seeking the input of Institutional Investors, Asset Managers, Asset Owners, and Banks. The questionnaire takes approximately 10 – 12 minutes to complete.

This article looks at how the universe of open-end and exchange-traded funds in scope of the ESMA fund naming guidelines has changed since their introduction in May 2024, through analysis of rebranding activity and assessed the impact of the requirements.

This report examines 15 recent shareholder resolutions at US companies that address oversight and transparency in the use of AI.

The second article in our series examines other metrics that can be used to assess whether companies are aligned to a decarbonization pathway and how companies compare across regions.

Discover a framework for portfolio strategies exploring decarbonization in carbon-intensive sectors within emerging markets.

This report analyzes financial institutions’ compliance with EU taxonomy reporting requirements.

Learn about the evolution in sustainable fixed income investing, our enhanced SPO assessment framework, and the importance of bringing the investor voice to the conversation about funding a sustainable future.

Insights on how regulatory shift in the US could impact how banks consider ESG within their business activities.

This report offers institutional investors strategies to finance decarbonization activities in emerging markets, which are expected to be the largest source of future emissions growth.

A look at the regulatory outlook for sustainable investing and the latest data for fund flows.

The enhanced assessment framework is designed to help you navigate the complexities of sustainable finance market by providing a rigorous, science - based approach that ensures your sustainability framework stands out in a crowded market. Our enhanced approach goes beyond labels to deliver clear, measurable insights into the real-world impact of your investments, enabling you to mitigate the risks of greenwashing, meet evolving transparency demands, and confidently demonstrate long-term progress.

A checklist for institutional investors looking to analyze the credibility of corporate climate transition plans.

Tune in to hear experts share their perspectives on sustainable investing trends and the changing regulatory landscape, as well as changes in proxy voting activities, the influence of dual class share structures and their impact on say on pay votes.

In this article, we evaluate European issuers’ preparedness to manage the shift toward a low-carbon economy using data from Morningstar Sustainalytics’ Low Carbon Transition Rating.

This article covers how not all reported rollbacks in diversity, equity, and inclusion (DEI) initiatives will have the same impact. Due to the relatively low weight of DEI in Sustainalytics’ ESG Risk Rating, we do not anticipate significant changes to overall ratings.

In this article, we highlight key focus areas for companies and institutional investors to prioritize to meaningfully address biodiversity loss.

This article covers how Morningstar Sustainalytics’ Stewardship Team embarked on a field trip in November 2024 to learn how EU industry leaders are navigating the complex challenges of the energy transition.

Meta has relaxed its content moderation and fact-checking policies, meaning it could face increased societal, regulatory and material financial risks.