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Morningstar Solutions for Professional Investors

Manage Climate Risk, Create Disclosures, and Meet Regulations With Confidence

Stay ahead of expanding regulatory requirements with Morningstar climate research, data, and reporting. From investment selection to report generation, you can weave climate considerations throughout your investment process.

Cover Climate Risks and Opportunities in One Investing Workflow

Morningstar solutions connect your workflow for seamless efficiency. You’ll have a one-stop shop for a thoughtful approach to climate investing.

Uncover Opportunities

Science-based climate metrics–built by methods you can verify–help you choose the right securities for your strategy.

Build Strategies and Products

Create and implement active or index-linked investing strategies for net-zero objectives.

Measure and Manage Portfolio Risk

Dig deeper into the sources of portfolio exposure to climate risks, carbon emissions, and more.

Meet Reporting Requirements

Show progress toward climate objectives with reports and disclosures that align with climate standards.

Why choose Morningstar?

One end-to-end solution supports the full investing workflow, from generating investment ideas to creating reports and complying with regulations.

Industry-leading fund holdings data supports advanced fund look-through capabilities and climate analytics at the portfolio level.

Fully custom, flexible climate and regulatory reporting at scale integrating multiple data sources.

How Morningstar Can Help

Build your own package of solutions to make the most of market opportunities. Whether you need a solution that’s ready right out of the box or you need something custom-built, Morningstar can help you stay on track to your climate goals.

Make Decisions With Trusted Data

Tap into Climate Analytics and Ratings

Create strategies and portfolios with insights on carbon emissions, transition risk, and physical climate risk at the company level. You can use a climate index—or create your own—to set net-zero targets and benchmarks.

Bring Your Investment Strategy to Life

Aggregate Climate Data Across Portfolios

Assess a portfolio’s carbon footprint and carbon intensity to surface risks and opportunities. Clear ratings make it easy to understand how portfolio holdings manage greenhouse gas emissions and align with their net-zero commitments.

Customize Reports

Leave Report-Building to Us

Build client trust and transparency with best-in-class reports and worksheets that align with standards like the Task Force for Climate-related Financial Disclosures (TCFD). Share reports with colleagues, your investment committee, and potential clients.

Build Trust

Meet Climate Regulations and Disclosure Standards

Combine quality climate data and your data in regulation-friendly reports and fact sheets. Let us do the heavy lifting so you can focus on creating value.

Cover Climate Risks and Opportunities in One Investing Workflow

Explore Climate Reports

TCFD-Aligned Climate Reports
Climate Investing Reports