Morningstar Sustainalytics - Product Involvement
Data category
- Research data
- Social data
Who are the data users?
- Financial institutions
- Investors
Brief description of the data offering
Product Involvement provides granular, company-level data across 28 metrics and 60-plus business activity areas, covering defense, energy, health, consumer products and fossil fuels, using consistent definitions and transparent assessments of involvement type and level. With comprehensive coverage of 20000 plus companies and ongoing updates, our data can support portfolio screening, universe construction, governance reviews, indices, benchmarks, and client reporting across institutional workflows. Investors can leverage this data to align with client-specific preferences and stated investment mandates across portfolios, including benchmark-driven, values-based, and faith-aligned strategies.
Where and how do you source your data?
To determine the nature and level of involvement of a company, the research team relies on the company’s own reporting. Typical sources used are 10-K forms, corporate annual reports, and corporate websites. The data team also relies on issuer feedback for accuracy of information, depending on the responses received.
The product also leverages smart technologies for web-crawling, including screening annual reports, financial disclosure statements, and corporate websites for relevant thematic involvement. This process is used to confirm existing research, as well as to identify new involvement.
