Morningstar solutions connect your workflow for seamless efficiency. You’ll have a one-stop shop for a thoughtful approach to climate investing.
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
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
Morningstar Direct
Build climate-focused strategies and portfolios that put client goals and your strengths at center stage. Access Climate data to identify and manage climate risks, track the competition, and present findings to internal and external clients.
Licensed Data
Screen investments based on how well a company manages transition and physical climate risks. You can dig deeper into individual securities’ risk drivers and how they stack up against a benchmark.
Portfolio Analytics Service
Assess funds and portfolios with 10 levels of look-through analysis, deep fund holdings data, and a powerful calculation engine and methodologies. You can analyze and monitor custom portfolios for due diligence.
Publishing System
Craft compelling stories and tell those stories globally with our full-service production service. It combines our design, data, and analytics with your data to create custom-branded documents delivered on your schedule.
Climate and Net-Zero Solutions
Morningstar's Climate and Net-Zero solutions supports the investment process through Research, Data, Reporting, Stewardship and Index Solutions