Morningstar Sustainalytics

As investors assess the sustainability-related risks and opportunities of companies, they are also evaluating how ESG-related factors affect companies’ value chains. The new report in our “10 for” series draws on our latest research and highlights ten ESG themes that we think will affect corporate value chains in 2025.💡 Check out the full report here: http://spr.ly/6041xaz2U For each theme, we highlight a company that is leading by example in mitigating relevant ESG risks and developing related solutions. Download the report to learn about: ⚡ How data centers and utilities are addressing the demand for more energy. 🖲️ Artificial intelligence and its potential benefits in the healthcare and oil and gas sectors. ⚠️ The investment risks posed by the low carbon transition. 🏗️ Resilient infrastructure and its growing necessity as extreme weather events continue. #ESG #sustainableinvesting #climatetransition #AI #climateresilience #transitionfinance #criticalminerals #foodsupply

Curious about the impact of upcoming sustainable regulations like the EU Omnibus on ESG investors? Wondering if the sustainability-linked bond market will recover? Or what role banks will play in financing the climate transition? Our research leaders tackled these pressing questions and more in our latest webinar. Don’t miss out on the insights that will shape your 2025 investment strategy and help you put sustainability to work. Watch on-demand here: http://spr.ly/6045I12VR #ESG #sustainableinvesting #climatefinance #greenbonds

📰 In this article from PA Future challenging the misconceptions of a trade-off between climate adaptation and mitigation, Anya Levine (Solovieva) sheds light on how investors view adaptation activities and investment opportunities.

In a new article, Shane Tiley highlights the physical and financial consequences of climate change-induced extreme snowfall in the Great Lakes region of North America, and outlines strategies for corporate asset owners to mitigate risk: http://spr.ly/6044IDmaM As climate change reshapes weather patterns globally, the physical impacts on corporate assets and business operations are a growing concern for investors. North America’s Great Lakes region is experiencing unique challenges. The physical and financial implications of increasing extreme snowfall events corporate assets and business operations underscore the importance of proactive risk management and investment in resilience planning and infrastructure. #climatechange #climateresilience #climaterisk

Morningstar Sustainalytics' Martin Vezér, PhD will speak as part of the distinguished panel at Responsible Investment Association Australasia (RIAA)'s ESG Trends to Watch in 2025 webinar on February 11. Secure your spot for what is sure to be an enlightening discussion.

The principle of one share, one vote is fundamental to shareholder democracy. Dual class share structures violate this principle, by distorting key governance signals and limiting the influence of minority shareholders on issues ranging from executive compensation to other ESG-related resolutions. This article by Ignacio García Giner, Senior Analyst, Stewardship; Matteo Felleca, Analyst, Stewardship; and Jackie Cook, Director, Stewardship, Product Strategy & Development features their recent research on shareholder democracy. Their findings show that: ‼️ While dual class companies reported an average 92.9% approval for pay packages across the 2024 proxy calendar, adjusted figures accounting for insider influence brought minority shareholder support down to 85.6% — effectively double the reported shareholder opposition. 💰 Minority shareholders appear to be more opposed to executive pay practices at dual class companies than at companies with a single vote capital structure, where average support across S&P 500 companies was 89.3% in the 2024 proxy calendar. 🗳️ Shareholder resolutions at companies with dual class structures faced a significant impact from insiders, effectively swaying votes by an estimated 19 percentage points across 47 proposals. 📊 Better reporting of the votes, disaggregating those cast by insider holders of super voting shares from those cast by minority shareholders, would strengthen accountability of management to the broad shareholder base. Read it here: http://spr.ly/6043xeOaH #stewardship #proxyvoting #responsibleinvesting #ESG #agm

As ESG evolves, 2025 presents unique challenges and opportunities. How will new regulations, biodiversity, and technological advancements influence sustainable investing? Join our expert panel tomorrow for "Putting Sustainability to Work in 2025." This webinar will cover research insights from our latest research reports, including: ➡️ The implications of the first year of CSRD reporting ➡️ Trends in climate finance and adaptation ➡️ The potential for a sustainable bond market boom ➡️ An analysis of the 2025 fund landscape Date: February 4, 2025 Time: 9:00 a.m. CST/ 4:00 p.m. CET This is your last chance to secure your spot. Register today: http://spr.ly/6041xvh7J

📰 Our recent US and global sustainable funds research was featured in Bloomberg. Read the article for insights from Hortense Bioy, CFA a breakdown of key findings and broader market trends. http://spr.ly/6047xWI9N

In our first episode of 2025, ESG in Conversation asks our experts what kinds of new year’s resolutions they think investors and issuers will make when it comes to #ESG risk, regulations, climate transition finance and sustainable finance. 🎧 Listen here or on your favorite podcast app: http://spr.ly/6046xllUu 💡Hear insights from Thomas Kuh, PhD, Head of ESG Strategy at #MorningstarIndexes; Catalina Secreteanu, Managing Director, ESG Solutions – Europe; Anne Schoemaker, Director, ESG Products; Azadeh Sabour, Director of Climate Thought Leadership – North America; Lindsey Stewart, CFA, Director of Investment Stewardship Research; and Barbara Lambotte, Head of Sustainable Fixed Income Research. #sustainabilty #climatetransition #greenbonds #podcast