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ESG Reporting Solutions

Illustrated Sustainability Report

To engage with clients about sustainable investing, you need to answer two questions: how do sustainability factors impact returns? How do my investment choices impact the world? We provide fully-customizable templates so you can address these questions with clarity and confidence. 

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.

Illustrated detail of ESG Product Involvement from Sustainability Report

Illustrated Sustainability Rating detail from Sustainability Report

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.

Illustrated Low Carbon Designation detail from Sustainability Report

Illustrated detail of ESG Commitment Level

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.

Illustrated Detail of Carbon Risk Score and Fossil Fuel Involvement

Illustrated detail of Top ESG Holdings from Sustainability Report

Assess impact

Evaluates the social and environmental impacts of underlying investments.

Explore our Offerings:

Cover of a Sustainable Reporting Template

Sustainability Reporting Templates

Cover of a Custom Branded Factsheet

Custom Branded Factsheets

Cover of a Regulatory Report

Regulatory Reports

Cover of a Portfolio Analysis Report

Portfolio Analysis Reports

Ready to See for Yourself?

Learn more about which reporting capability can meet your firm’s needs.

Transparency is our policy. Learn how it impacts everything we do.

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.