Morningstar Sustainalytics

The practice of greenwashing – when companies share misleading or unsupported claims about the environmental benefits of their products, services, or activities – continues despite the potential risks to companies and stakeholders. From 2022 to 2023, the number of greenwashing cases worldwide rose by 21.1%. In Canada, greenwashing incidents in banking and finance increased by 70% in 2023, linked to funding activities in the fossil fuel and oil and gas sectors. This echoes greenwashing within the Canadian oil and gas sectors itself. In our latest article, Shane Tiley, Engagement Manager, Stewardship, explores greenwashing in Canada's oil and gas industry, analyzing perspectives from industry, NGOs, government, and investors. Discover more at https://lnkd.in/eYENVqPZ #greenwashing #oilandgas #oilsands #ESG

Join us for our first ever “ask me anything” research roundtable, featuring members of our ESG research and methodology teams on September 12, 2024, at 9:00 am CST/4:00 pm CEST. 👉 Register Now: https://bit.ly/3zdGRVS Get all your burning questions answered: How are the ESG Risk Ratings built? What is an MEI (material ESG issue)? What’s on the minds of leading researchers in the ESG space? How can access to robust, transparent and digestible data help you meaningfully integrate ESG factors into your investment strategy? Hear from our knowledgeable panel: Adam Fleck, CFA, Head of ESG Research Arnold Gast, Director, ESG Reseach Henry Hofman, Director, Methodology Luke Raftis, Director, ESG Sector Research, Energy and Utilities

✍ Morningstar Sustainalytics are in #Stockholm today for #PostTrade360, 🎤 Catch Cecilia Cisana moderating a timely discussion on the 5th September at 15:00, on the minefield of ESG data sourcing and the requirements asset managers possess. Don't forget to pass by stand B8 if you're attending and continue the conversation! #AssetManagement #ESG

The economic impacts of material ESG issues have been making headlines this year. A data breach exposed the personal data of more than 500 million Ticket Master customers. Global temperatures continued to hit record highs in July and a water crisis in Karantaka, India is negatively impacting residents and businesses.

Discover how investment firms can leverage Low Carbon Transition Ratings (LCTR) and company engagement to help ensure their sustainability-focused funds meet increasingly stringent labelling criteria. Read the article here 👉https://bit.ly/3z0j9fW Drawing on research from LCTR to assess the credibility of companies’ climate transition plans, Morningstar Sustainalytics’ client relations manager Eva Heijkants explains how investment firms can leverage the data alongside engagement with companies from sectors with the climate impact to support real-world positive outcomes. #SRIfunds #SRIlabel #sustainableinvesting

Save the date to join Morningstar Sustainalytics for Climate Week NYC 2024! ➡️Register today: https://bit.ly/4dHpHPC Asset owners and asset managers across public and private markets are looking for sustainable finance opportunities that can unlock real world emissions reduction and match their target risk/return profiles consistent with a broad institutional portfolio. As banks work with issuers to provide sustainable bond and loan financing, what is resonating most with investors and how is the market evolving? Join us on September 24th for a conversation where we look at financing the transition from multiple perspectives, including an asset owner, global investment manager, private credit GP, and bank to understand how sustainable finance is cascading through the investment ecosystem and what we can expect in the future. The panel will be exploring topics like: 🔎How financial institutions are adapting their lending and investment strategies to accelerate the energy transition and support decarbonization efforts. 🔎What role innovative financing instruments play in funding projects with tangible emissions reductions. 🔎The role of private credit compared to traditional lending. 🔎How to identify and prioritize investments that contribute to emissions reductions within your portfolio. 🔎Barriers to scaling up investments in projects that reduce emissions and how to overcome them.

🚀 Join Us for the Morningstar Sustainable Investing Summit 2024! 🚀 🔗Register via the website now: http://spr.ly/6047mzswX This year's summit promises to be our most impactful yet, featuring industry leaders, innovative sessions, and unparalleled networking opportunities in Amsterdam. 📅 7 – 8 November 2024 📍Beurs van Berlage, Amsterdam Don’t miss out on the chance to gain insights, connect with peers, and be part of transformative discussions shaping the future of sustainable investing. #MSIS24 #Morningstar #SustainableInvesting #Networking Morningstar Sustainalytics #MorningstarIndexes PitchBook Morningstar DBRS

The consideration of environmental, social and corporate governance issues is a critical part of the investment process. But when should these considerations come into play? Let us know what you think in the poll below. 

As the climate crisis continues to accelerate, various organizational stakeholders are under pressure to ensure transparency around their decarbonization strategies. Our latest article from Shane Tiley, Engagement Manager, Material Risk Engagement, covers various responses to Canada's climate goals among these stakeholders, including Pathways Alliance, a consortium of Canada’s six largest oil sands producers, NGOs, the federal government and investors. Shane shares some key insights including how: - Canadian O&G companies lag behind their peers in managing their GHG reduction programs. 44% of Canadian O&G companies have a weak GHG reduction program compared to only 18% and 9% of U.S. and EU based companies, respectively. - 63% of EU O&G companies and 52% of U.S. companies have a very strong program, whereas only 30% Canadian O&G company GHG reduction programs have been rated as very strong. - While all companies must be careful with their statements to avoid greenwashing risks, they should not fear or refuse to publicly disclose climate-related information. Instead, companies should engage in real climate actions, avoid generic disclosures, seek third-party verification, and communicate transparently. Read the full article here https://bit.ly/4dxSaHr. #oilsands #oilandgas #greenwashing #climate