Morningstar and Sustainalytics Expand Their Sustainability Collaboration

Morningstar Inc. acquires 40 percent ownership stake in Sustainalytics

Morningstar 25/07/2017

CHICAGO, AMSTERDAM, July 24, 2017—In a continuing and growing commitment to helping investors integrate sustainability considerations into portfolio decisions, Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, and Sustainalytics, a leading global provider of environmental, social, and governance (ESG) research and ratings, today announced that Morningstar has acquired a 40 percent ownership stake in Sustainalytics. The direct investment represents an important milestone in Morningstar’s long-term sustainability strategy and intends to support Sustainalytics’ ability to deliver high-quality, innovative ESG products and services to the global investment community.  

In August 2015, the two firms announced a strategic collaboration that resulted in the March 2016 launch of the Morningstar Sustainability Rating™ for global mutual and exchange-traded funds (ETFs). The ratings, which now cover more than 35,000 mutual funds and ETFs, use Sustainalytics company-level ESG research, allowing investors to gauge how well companies held in their funds are managing ESG issues. The Sustainability Rating is available in Morningstar DirectSM, Direct Cloud, Morningstar OfficeSM, Advisor WorkstationSM, 15 global Morningstar websites, and Data Feeds. Building upon the Sustainability Rating and its work with Sustainalytics, in October 2016 Morningstar launched the Global Sustainability Index Family, a series of 27 global equity indexes designed to provide a standard for sustainability investing. In addition, Morningstar released company-level ESG metrics for the holdings of 35,000 mutual funds and ETFs and Morningstar Portfolio Sustainability Reports in April 2017, and a tool that enables investors to screen portfolios for various ethical issues in June 2017.

 “Enhancing this relationship enables us to leverage the expertise Sustainalytics has built over the last 25 years, and build on the momentum we started with the launch of the Sustainability Rating,” said Kunal Kapoor, Morningstar’s chief executive officer. “We have the largest ESG fund coverage universe today, and we look forward to continuing to meet the increasingly sophisticated ESG needs and requirements of our clients through integrated solutions and innovative research that highlights good stewardship, lower costs, and transparency for investors.”

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