Morningstar Sustainalytics - EU Action Plan Solutions
Data category
- Environmental data
- Research data
- Social data
The data offers solutions for:
- Environmental impact analysis and insight
- Investment decisions and portfolio insight
- Norms-based screening
- Reporting: SFDR
- Social impact analysis and insight
Who are the data users?
- Financial institutions
- Investors
Brief description of the data offering
EU Taxonomy:
Morningstar Sustainalytics offers comprehensive Taxonomy eligibility and alignment data for ~11,000 companies, covering all 6 environmental objectives, 151 activities (including nuclear and gas), and key KPIs like revenue, capex, and opex. Designed to align with regulatory templates, this robust data supports precise analysis for both non-financial and financial entities.
EU Sustainable Finance Disclosure Regulation (SFDR):
The PAI Data Solution is designed to support clients in meeting the regulatory disclosure requirements related to the Principle Adverse Impacts (PAIs) under the Sustainable Finance Disclosure Regulation. The solution covers 12,500+ companies, over 170 countries, and covers all mandatory corporate and sovereign indicators and most voluntary ones. The data set is updated on a regular basis and accessed through a range of tools
Where and how do you source your data?
EU SFDR PAIs:
The data set has been created specifically to ensure compliance with the SFDR based on our best interpretation of the regulation. Experience in researching many of the PAIs for 10+ years and new methodologies developed with a goal of matching the regulation. Estimation models developed for several PAIs to fill in reported data gaps and provide extensive research coverage
EU Taxonomy:
Our EU Taxonomy Solution includes Taxonomy-specific data reported by companies and estimated eligibility and alignment assessments that are based on industry-leading estimation models. It has been constructed using our own cutting-edge Activity-Based Research (ABR) and leveraging our existing ESG expertise and product suite.
SFDR Collected Attributes:
This data is collected from fund prospectuses and annual reports.
European ESG Template: Data collected from the EET.
What is the cost for your data offering?
Contact us at to learn more.