ESG Data Guide 2024

Morningstar Sustainalytics - Climate Data for Companies and Funds

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: TCFD
  • Reporting: Other Regulations

Who are the data users?

  • Investors
  • Financial institutions

Brief description of the data offering

Our climate solutions provide investors with research, data and tools to identify, assess and manage climate-related risks and opportunities.

Morningstar Sustainalytics’ Low Carbon Transition Rating is a science-based assessment tool developed to help investors understand how prepared companies are to meet their net zero commitments.  Expressed as an Implied Temperature Rise, the ratings offer investors a contextual signal that shows a company’s exposure to transition risks based on its emissions and management performance.

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 portfolio’s exposure to climate related activities. 17,000+ companies and 60,000+ funds are covered.

Carbon Emissions: 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 analyse and disclose portfolio’s weighted average GHG emission intensity or footprint. 16,000 companies and 60,000+ funds are covered.

Where and how do you source your data?

The data source varies depending on the datapoint. 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 is based on two climate change scenarios are 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.  

What are the key attributes that differentiates the data you offer?

Morningstar Sustainalytics’ climate solutions aim to empower financial institutions in aligning their investment decisions with forward-looking climate policies to help drive the broader objective of Net-Zero carbon emissions by 2050. We’re building a science-based centre of excellence focused on developing market leading Climate Solutions so our clients can benefit from a credible one-stop-shop research provider for their ESG strategies.

Our climate solutions team includes:

  • Over 90 members of our dedicated climate research team
  • 9 dedicated to methodology and product architecture
  • 10 dedicated product managers
  • 13 dedicated to technology and product operations
  • 11 dedicated to commercialization and team operations

 

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Morningstar Sustainalytics’ climate solutions aims to empower financial institutions in aligning investment decisions with climate policy to help drive Net-Zero carbon emissions by 2050. Building a science-based centre of excellence so clients benefit from a one-stop-shop ESG research provider.

Contacts

inquiries.Americas@sustainalytics.com

Contacts

inquiries.APAC@sustainalytics.com

Contacts

inquiries.EMEA@sustainalytics.com

Contacts

inquiries.Japan@sustainalytics.com