Presentation: ESG From 35 Years Ago to Now: How Screening and Risk Management Has Evolved

Sustainability-focused investing has moved far beyond values-based screening origins in the 35 years Morningstar Sustainalytics has been serving the markets. There has been a dramatic expansion in sustainability data, more sophisticated risk assessment approaches, and a deeper understanding of how ESG factors influence materiality and investment outcomes, all of which has driven better-informed investment decisions.

Still, new realities are emerging, from the risks and opportunities presented by AI to the growing financial impacts of physical climate change, and an increasingly complex regulatory environment. This session will take a deep dive into how sustainable investing analysis has evolved and how it has driven portfolio decision-making