EU Sustainable Finance Action Plan Resources
This page is your key source of Morningstar research updates on what the EU Action Plan means for investors, advisers, and asset managers. It highlights the 10-point action plan adopted by the European Commission to leverage financial markets in order to address sustainability challenges.
European ESG Template (EET)
Analysis and Product Positioning
For product manufacturers looking for access to the EET datasets for analysis to confirm fit with a customer's ESG profile, Morningstar provides access to datasets for analysis and report creation for positioning and recommendations.
Company Data and Mapping
For product manufacturers planning to aggregate and fill out the template themselves, Morningstar Sustainalytics provides relevant company level data, detailed mapping and suggested aggregation approaches.
Access to EET Disclosures
For distributors looking to access European ESG Template (EET) data disclosed by manufacturers, Morningstar provides European ESG Template (EET) disclosures collected across entire Morningstar fund database (offering market leading coverage of over 143, 000 applicable mutual fund share classes).
For product manufacturers looking for assistance with data aggregation and creation of the template, Morningstar provides calculated fund-level data, inserting it into a template created to meet your regulatory and custom sustainable reporting needs.
The most recent updates and news around the regulation's developments
SFDR Article 8 and Article 9 Funds: Q2 2022 in Review
It's been more than 16 months since the European Union introduced its Sustainable Finance Disclosure Regulation, requiring for the first time that asset-management companies provide information about their investments' environmental, social, and governance risks as well as their impact on society and the planet.
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Guide to the EU Action Plan
The 10-point plan aims to leverage financial markets in order to address sustainability challenges, especially those related to climate change, meaning ESG factors can no longer be viewed as preferential considerations, but key drivers behind every investment decision.
Guide to the SFDR
The EU SFDR requires managers to disclose how sustainability risks are considered in their investment process, what metrics they use to assess ESG factors, and how they consider investment decisions that might result in negative effects on sustainability factors.
The EU Sustainable Finance Taxonomy Explained
This guide serves as a starting point for those likely to be impacted by the EU Taxonomy and its components and will provide an overview of the key legislation and implementation dates, as well as how Morningstar is well positioned to help professionals during this transition period.
EU Climate Benchmarks and ESG Disclosures Explained
Reflective of the broad reach of the EU’s Action Plan, benchmark providers face major new disclosure obligations. With a raft of new legislation to get to grips with, it will be a challenge for financial market participants to effectively navigate this transition and ensure compliance with benchmark requirements.
EU Sustainable Disclosures
We shine a lens on the latest component of the EU Sustainable Finance Action Plan to go live and explore what investors can expect to see.
Corporate Sustainability Disclosures
An improving picture, but regulation would induce a more-complete and comparable baseline of material information for investors.