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Morningstar’s Guide to ESG Reporting

Whether to mitigate risk, contribute to positive change, or align their portfolios with their sustainability preferences, more investors now routinely assess the environmental, social, and governance (ESG) credentials of funds and companies and require the data to do so.

Morningstar's Guide to ESG Reporting examines the factors driving the demand for ESG reporting and how firms can improve their reporting capabilities to support investment decisions that align with the sustainability goals and objectives of their investors.

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In this guide, you’ll learn more about:

  • The evolution of ESG reporting and what has shaped its development
  • Regulatory and industry reporting obligations
  • ESG reporting for client portfolios
  • ESG data and solutions from Morningstar Sustainalytics

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