Morningstar Sustainalytics - Climate Data for Asset Managers, Asset Owners and Financial Institutions
Data category
- Environmental data
- Rankings
- Research data
The data offers solutions for:
- Carbon footprinting
- Environmental impact analysis and insight
- Investment decisions and portfolio insight
- Reporting: ISSB standards
- Reporting: Other Regulations
- Reporting: TCFD
- Transition plan assessments
- Portfolio company and borrower communications, thematic investing product creation,
Who are the data users?
- Financial institutions
- Investors
Brief description of the data offering
Our climate solutions provide investors with research, data, and tools to identify, asses,s and manage climate-related risks and opportunities.
Morningstar Sustainalytics’ Low Carbon Transition Ratings (LCTR) empower investors and financial institutions to allocate capital to companies taking genuine action to reach their low-carbon goals.
The LCTR is an end-to-end solution combining granular issuer-level data, high-level directional metrics like Implied Temperature Rise (ITR), and sector-level insights for portfolio analysis and reporting. By looking beyond stated targets, the LCTR provides a multi-dimensional assessment of a company’s implemented policies, governance systems, and investment plans across its entire value chain.
Morningstar Sustainalytics’ Carbon Emissions Data:
Backed by best-in-class multi-factor regression models, provides investors with insights including company historical Scope 1, 2, and 3 carbon intensity and footprint, and data to analyze and disclose the portfolio’s weighted average GHG emission intensity or footprint. Some 16,000 companies and 60,000+ funds are covered.
Morningstar Sustainalytics’ Physical Climate Risk Metrics help investors understand their direct and indirect exposure to physical climate change and the potential financial impacts to their portfolio companies. With coverage on over 12 million assets, investors can leverage Physical Climate Risk Metrics to manage their portfolio exposure, fulfil reporting requirements, and prioritize topics and companies for engagement activities.
Fossil Fuel and Carbon Solutions Involvement: Provide insights into companies’ and portfolios' exposure to climate-related activities. 17,000+ companies and 60,000+ funds are covered.
Where and how do you source your data?
The data source varies depending on the data point. We leverage reported emissions wherever available or use internal estimation models. For the data used in management indicators, we use publicly available data or data sourced from direct questionnaires where appropriate and possible. This is all done via a mixture of AI-enabled data mining supplemented strongly by human research and quality control.
Asset location data is drawn from numerous proprietary and public databases to search company names, trading names, and subsidiaries, including both owned and leased operational assets worldwide. Hazard risk data based on two climate change scenarios is generated with XDI’s Climate Risk Engines. To translate the physical climate risk metrics into financial losses, we use key financial metrics sourced from Morningstar’s financial report databases.
What is the cost for your data offering?
Our pricing is based on scope of that data needed and each client’s specific use case. Contact us at to learn more.