The EU Sustainable Finance Action Plan

Explore resources and solutions to make compliance your competitive advantage.

Illustration of Morningstar's solutions for ESG reporting, including the ESG Risk Score broken down by contributing variables, as well as an SFDR-aligned reporting template.

The EU Action Plan transforms how investors consider ESG issues

The EU Action Plan is a major policy objective with three core goals: Reorient capital flows towards a more sustainable economy. Mainstream sustainability into risk management. And foster transparency and long-termism.

Here’s how our comprehensive ESG data can help firms stay on top of regulatory requirements.

Pension Providers and Insurers

Assess and report on sustainable investments with comprehensive data. We cover Principal Adverse Impact indicators, all three indicators for the EU Taxonomy, and assessments of Do No Significant Harm and Minimum Safeguards.

Asset Managers

Create regulatory documents for SFDR disclosures, the European ESG Template, and the EU Taxonomy alignment with our reporting solutions. Asset managers can calculate ESG analytics on any set of portfolios. They can also drive transparency with our climate transition and Paris-aligned benchmarks.

Wealth Managers and Advisers

Screen and assess funds with EET datasets, Article 8 and 9 fund coverage, and product involvement information. Firms can analyse portfolio holdings for risk exposure, calculate disclosures, and then create factsheets with our reporting solutions.

What's Next for ESG Investing in EMEA?

Catch up on this webinar where we delve into the current state of ESG investing in 2025. Our experts share insights on how changes in regulation are shifting, the wider implications of these changes, and what we can expect as we look at the future of on ESG investing.

Watch On-Demand

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Take a closer look at policies driving the EU Action Plan

To meet its goals, the 10-point EU Action Plan centres on several key pieces of legislation. Get in-depth information on regulatory requirements, implementation dates, and who may be affected.

Guide

18 min

Understanding Your Client’s Sustainability Preferences

Access regulatory data through Morningstar solutions

With three decades of ESG expertise, Morningstar Sustainalytics supports firms with compliance challenges and offers solutions at the company, fund, and portfolio level well ahead of regulatory deadlines.

Morningstar Data Feeds

Comply with ESG Regulations and drive transparency with ESG data at the fund and portfolio levels

Morningstar Sustainalytics ESG Research and Data

Utilise data sets at the security and company levels to ensure compliance with ESG regulations.

Morningstar Reporting Solutions

Create factsheets and regulatory documents using our range of portfolio reporting solutions to match your needs.

Morningstar Direct

Access whole of market ESG and regulatory data sets for investment selection, due diligence and reporting.

Morningstar Indexes

Explore a full range of equity and fixed income sustainable investing index solutions.

Morningstar Portfolio Analytics Service

Calculate and report on ESG analytics in batch and at scale on any set of portfolios and at entity level

Explore More Resources

Discover how our powerful data solutions can help you deliver smarter insights, optimize portfolios, and stay ahead of market trends. Explore the tools that will elevate your advisory practice.