ESG reporting solutions

To engage with clients about sustainable investing, you need to answer: how do sustainability factors affect returns? How do my investment choices affect the world?

Our fully customizable templates for ESG reporting help you address these questions with clarity and confidence.

Customizable templates

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

Avoid investment in companies, industries, or sectors that may negatively affect the planet or society. Morningstar Product Involvement metrics measure the percentage of a portfolio’s assets exposed to a range of business areas and activities.

Limit ESG risk

Consider industry-relevant sustainability risks that could materially affect a company’s value. The ESG Risk Rating assesses how well a portfolio's holdings are managing risks relative to peers.

Seek ESG opportunities

Identify the leaders in sustainability and the companies that are actively improving their ESG practices to build competitive advantage.

Practice active ownership

Focus on investor engagement, shareholder proposals, proxy voting, and public advocacy to improve corporate sustainability, transparency, and performance.

Target themes

Focus on investments created with targeted exposure to companies affecting long-term trends—like renewable energy, clean water, or gender equity.

Assess impact

Evaluate the social and environmental impacts of underlying investments.

Explore our ESG reporting offerings

ESG reporting solutions