Morningstar Sustainalytics - Second Party Opinions
Data category
Verification/Certification/External opinionThe data offers solutions for:
- Environmental impact analysis and insight
- Investment decisions and portfolio insight
- Nature-based information
- Nature-based information: Biodiversity
- Nature-based information: Land use
- Nature-based information: Oceans
- Nature-based information: Water
- Norms-based screening
- Reporting: Other Regulations
- Reporting: SFDR
- Reporting: UN SDGs
- Social impact analysis and insight
Who are the data users?
- Corporates
- Financial institutions
- Government
Brief description of the data offering
Navigate the complexities of the sustainable finance market with our rigorous, science-based assessment framework that ensures your bond or loan framework stands out in a crowded market.
Our enhanced approach goes beyond labels to deliver clear, comparable insights into the expected contributions of your investments, enabling you to mitigate the risks of greenwashing and meet evolving transparency demands. By partnering with Morningstar Sustainalytics, you can attract capital, build trust, and lead the way in a rapidly evolving, impact-driven market.
Additional services:
Annual Review: We work with issuers post-issuance to ensure that the projects financed and the reporting are aligned with the intended use of proceeds and commitments set out in the bond framework.
Climate bond verification:
We provide pre- and post-issuance verification and ongoing annual verification to provide issuers with the information to determine whether the bond meets requirements at each stage of the process.
EU Taxonomy:
This additional assessment aligns the issuer’s bond/loan framework with the EU Taxonomy. Adding this to an SPO assures the market and investors that the bond framework is aligned to the EU’s six environmental objectives.
Where and how do you source your data?
Morningstar Sustainalytics relies on credible ESG frameworks and market-recognized ESG materiality frameworks, such as Morningstar Sustainalytics' own ESG Risk Rating framework and industry reports, and also external sources such as the Sustainability Accounting Standards Board (SASB) and the Global Reporting Initiative (GRI). These tools are crucial for identifying the primary ESG risks associated with companies and the sub-industries in which they operate.
Additionally, we have our own comprehensive classification and key considerations with respect to economic activities and technologies to be used to finance projects with meaningful environmental or social benefits. This is a comprehensive guide and methodology developed over time to keep pace with global developments. In addition, we can use internationally widely accepted organisations that set technology and asset-specific environmental standards and sectoral decarbonisation approaches (SDAs), such as the Climate Bond Initiative (CBI), the Science-based Targets Initiative (SBTi), or the International Energy Agency (IEA).
What is the cost for your data offering?
Contact us for more information