ESG Reporting Solutions
ESG Reporting
Sustainable Investing Framework
Our Sustainable Investing Framework includes six ways to incorporate sustainability into portfolios.
The framework isn’t a checklist; it’s more like a menu—what you choose depends on your appetite and taste. It provides a tool and a guide for users to evaluate existing strategies and find new ways to combine approaches to meet specific objectives.
Communicating with your clients requires more than just a one-size-fits-all approach. We’ve built our ESG reporting solutions on Morningstar’s foundational sustainable investing framework, which outlines the various paths investors can take to act on their sustainability objectives. Our reports are tailored to the nuanced motivations that make investing so personal.
Apply exclusions
Avoids investment in companies, industries, or sectors that may negatively affect the planet or society, such as those tied to fossil fuels or tobacco.
Limit ESG risk
Considers industry-relevant sustainability risks that could materially affect a company’s value.
Seek ESG opportunities
Identifies the leaders in sustainability and the companies that are actively improving their ESG practices to build competitive advantage.
Practice active ownership
Focuses on investor engagement, shareholder proposals, proxy voting, and public advocacy to improve corporate sustainability, transparency, and performance.
Target themes
Focuses on investments created with targeted exposure to companies affecting long-term trends—like renewable energy, clean water, or gender equity.
Assess impact
Evaluates the social and environmental impacts of underlying investments.
Climate Reporting
All of our reporting solutions include Morningstar’s climate research, data, and ratings. Present personalized portfolios, identify climate risks and opportunities, and tell stories with reports that resonate with investors.