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Morningstar ESG Screener & Analysis from Morningstar, Inc.
ESG ratings, company and fund analysis, carbon risk scores, and sustainability metrics for global investment research and reporting.
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ESG (Environmental, Social, Governance) Analysis Software for Investment Research & Analysis
Specialized tools for evaluating companies based on ESG criteria, providing scores, ratings, and insights into sustainability performance to support responsible investment strategies.
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Data Coverage
(7 Yes /7 Known /12 Possible features)
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Company Coverage Number of companies for which ESG data is available. |
No information available | |
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Geographic Coverage Regions or countries included in ESG data datasets. |
No information available | |
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Asset Class Coverage Different asset types (equity, fixed income, etc.) analyzed. |
Morningstar ESG covers equities, fixed income and funds as per their published methodology. | |
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Historical Data Depth How many years of historical ESG data are accessible. |
No information available | |
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Update Frequency How frequently ESG data is updated. |
No information available | |
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Private Company Data Availability of ESG data for private/non-listed companies. |
Private company ESG metrics are provided where available, as documented under data methodology. | |
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Sector Coverage Variety of industries and sectors included in the dataset. |
No information available | |
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Thematic Coverage Coverage of specialized ESG themes (e.g., gender diversity, climate change). |
Morningstar includes thematic data such as gender, climate and carbon intensity. | |
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Controversy Data Inclusion Presence of real-time or historical controversy data. |
Negative screen/controversy signals are reported in real time and retrospectively. | |
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Third-Party Data Integration Ability to ingest and reconcile data from multiple external ESG data sources. |
Morningstar ESG incorporates Sustainalytics and other data sources. | |
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Data Source Transparency Clarity and detail in sources for ESG data points. |
Data source transparency explained in methodology documents and via data overlays. | |
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Coverage of Small/Midcap Companies ESG data availability for smaller or less-covered companies. |
Screening available for small/midcap; platform not restricted to large caps. |
Scoring, Ratings & Methodology
(10 Yes /10 Known /11 Possible features)
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Customizable Scoring Ability for users to define or adjust scoring methodologies. |
Custom ESG scoring and reweighting available through advanced configuration. | |
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Standardized Methodologies Use of recognized ESG scoring/rating standards (SASB, GRI, etc.). |
Conforms to SASB, GRI and TCFD - industry standard methodologies published. | |
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Sector-Specific Weightings ESG criteria weighting based on industry relevance. |
Different sector weightings for ESG scoring, described in methodology. | |
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Transparency of Algorithms Clear documentation on how scores and ratings are calculated. |
Morningstar provides methodology papers and algorithm explanations for transparency. | |
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Ability to Drill-Down Detailed view on individual scoring sub-components or metrics. |
Users can drill down to individual ESG criteria and sub-scores. | |
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Rating Scale Granularity Level of detail (number of tiers/grades) in scoring. |
No information available | |
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Time-Series Ratings Historical time series of ESG scores/ratings available. |
ESG scores available across multiple years for time series analysis. | |
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Peer Benchmarking Ability to compare ESG ratings against peer groups. |
Peer benchmarking module available for cross-company and fund comparison. | |
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Override Functionality Ability for users to override the default rating with their own assessment. |
Users can override default scoring with customized views. | |
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Audit Trail Record of changes made to scores or methodology. |
Audit trail provided for custom scoring overrides and data reviews. | |
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Integration of Qualitative Assessments Support for incorporating research analyst notes or reviews in scores. |
Analyst notes and manual research can be integrated into scoring. |
Environmental Factors Analysis
(9 Yes /9 Known /10 Possible features)
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Carbon Emissions Tracking Tracking and evaluation of direct/indirect greenhouse gas emissions. |
Carbon emissions metrics and analytics included in standard reports. | |
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Climate Risk Exposure Assessment of a company's exposure to climate-related risks. |
Climate risk scores and exposure analytics included in reporting. | |
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Energy Efficiency Metrics Tracking energy use per unit of output or revenue. |
Scores and KPIs specific to energy efficiency are tracked/reported. | |
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Water Usage Data Monitoring of water consumption, scarcity risks, and management policies. |
Water consumption and scarcity metrics are included as environmental factors. | |
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Waste Management Assessment of waste generation, recycling, and disposal policies. |
Waste generation and waste management analytics form part of ESG factors. | |
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Biodiversity Impact Analysis of company operations impact on biodiversity and ecosystems. |
No information available | |
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Environmental Policy Disclosure Tracking public disclosure of environmental policies and commitments. |
Environmental policy disclosures tracked across companies. | |
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Green Revenue Tracking Measurement of revenue derived from environmentally positive activities. |
Green revenue breakdown available for select industries/funds. | |
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ESG Data for Supply Chain Inclusion of environmental data from company’s supply chain. |
Supply chain ESG risk modules included for companies where data is available. | |
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Alignment to SDGs (Sustainable Development Goals) Mapping to relevant UN SDGs in environmental analysis. |
SDG mapping featured as a module. |
Social Factors Analysis
(10 Yes /10 Known /10 Possible features)
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Diversity & Inclusion Metrics Tracking gender, minority, and board diversity statistics. |
Morningstar tracks board diversity, gender, and minority representation. | |
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Labor Practices Assessment Evaluation of working conditions, labor rights, and employee relations. |
Labor practices, including unionization and supply chain labor risks, included. | |
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Community Engagement Measurement of company initiatives for community health, welfare and education. |
Community engagement KPIs present for relevant companies. | |
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Human Rights Adherence Assessment of policies and practices for upholding international human rights. |
Evaluation of human rights adherence is a scored factor. | |
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Health and Safety Data Monitoring of workforce safety, accident rates, and regulatory compliance. |
Health and safety metrics among workforce metrics tracked. | |
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Product Responsibility Evaluation of product safety, quality, and customer satisfaction metrics. |
Product responsibility (e.g. product recalls, safety) is scored. | |
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Social Supply Chain Risks Assessment of social risks within the supply chain (forced labor, child labor, etc). |
Supply chain social risk screening is offered for exposure to e.g., forced labor. | |
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Philanthropy Tracking Mapping of corporate giving, foundations, and charitable contributions. |
Philanthropy and charitable giving is included among tracked metrics. | |
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Employee Training Metrics Data on employee training hours, programs, and development outcomes. |
Employee training, upskilling and talent metrics are tracked. | |
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Social Controversy Monitoring Real-time or historical monitoring of negative social events or controversies. |
Social controversy monitoring part of both ratings and screeners. |
Governance Analysis
(10 Yes /10 Known /10 Possible features)
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Board Structure Evaluation Analysis of board composition, independence, and expertise. |
Board structure (independence, diversity) analytics included. | |
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Executive Compensation Analysis Tracking of executive compensation compared to company performance. |
Executive compensation versus financial and ESG performance tracked. | |
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Ownership Transparency Disclosure and analysis of ownership structures and significant shareholders. |
Ownership structure transparency module provided. | |
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Shareholder Rights Protection Analysis of shareholder voting rights and anti-takeover mechanisms. |
Shareholder rights outlined in screening and peer review features. | |
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Audit and Controls Assessment of internal controls, risk management policies, and audit independence. |
Audit, controls and risk management analytics are included. | |
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Anti-Bribery and Corruption Evaluation of anti-bribery, corruption policies, and enforcement mechanisms. |
Anti-bribery, anti-corruption and code of conduct policies tracked. | |
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Transparency of Disclosures Quality and frequency of corporate disclosures on governance practices. |
Governance disclosures and updates tracked on an ongoing basis. | |
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ESG Integration at the Board Level Extent to which the board considers ESG in its oversight. |
Board-level integration of ESG considerations scored. | |
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Whistleblower Protection Mechanisms Availability and effectiveness of employee whistleblower programs. |
Whistleblower program coverage is present where companies report it. | |
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Governance Controversy Monitoring Detection and tracking of governance-related controversies or violations. |
Governance controversy tracking included, similar to other controversy screening. |
Portfolio & Investment Analytics
(9 Yes /9 Known /10 Possible features)
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Portfolio ESG Scoring Aggregating ESG scores at the portfolio level. |
Aggregated portfolio ESG scoring provided for investment products. | |
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Scenario Analysis Modeling how ESG events or improvements impact performance metrics. |
Scenario analysis available to simulate impacts of ESG events. | |
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ESG Attribution Analysis Identifying how ESG factors drive risk and return in a portfolio. |
ESG attribution reports break out impact of ESG factors on performance. | |
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Benchmark Comparison Comparing portfolio ESG ratings against relevant benchmarks. |
Portfolio benchmarking against external/regional ESG benchmarks provided. | |
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Carbon Footprint Calculation Aggregated measurement of portfolio carbon exposure. |
Carbon footprint calculation available at single holding and portfolio level. | |
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Engagement Tracking Monitoring and reporting on shareholder engagement activities. |
No information available | |
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Exclusion/IQ Screening Excluding companies based on ESG compliance or controversy thresholds. |
Screeners can be configured for exclusion, including controversy and norm-based. | |
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Impact Measurement Monitoring real-world environmental or social outcomes tied to investments. |
Impact measurement and outcomes module for select sustainable funds. | |
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Automated Reporting Generation of regular, customizable portfolio ESG reports. |
Report generator automates periodic ESG report creation. | |
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Regulatory Alignment Portfolio-level mapping to SFDR, EU Taxonomy, or other ESG regulations. |
SFDR, EU Taxonomy and SEC mapping for regulatory compliance is available. |
Integration & Interoperability
(8 Yes /8 Known /10 Possible features)
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API Access Availability of APIs for automated data access and integration. |
APIs are available for programmatic data access as documented in integration section. | |
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Data Export/Download Ability to extract ESG data in various formats (CSV, Excel, etc.). |
Data exports (CSV, Excel, XML) supported by platform UI. | |
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Integration with PMS/OMS Plug-and-play links with portfolio or order management systems. |
Integration available for Bloomberg PORT and other PMS tools. | |
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Custom Data Fields/Tags Ability to create and use custom metadata for data organization. |
Ability to add custom tags and segmentation to uploaded data sets. | |
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Direct Database Connectivity Connection to client SQL or other databases for advanced analytics. |
No information available | |
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Third-Party Platform Integration Pre-built connections to major investment/analytics platforms (Bloomberg, FactSet, etc.). |
Industry platforms like FactSet and Bloomberg integration available via pre-built connectors. | |
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Bulk Data Uploads Ability to ingest custom or proprietary datasets at scale. |
Supports bulk data uploads for custom universes and firm datasets. | |
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SSO/Identity Management Single sign-on and identity integration with corporate IT systems. |
SSO integrations supported for enterprise accounts. | |
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Data Synchronization Automated data updates between the ESG platform and other systems. |
Bi-directional sync supported for indexes, portfolios, and ESG data. | |
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Webhooks for Event Triggers Support for webhooks to trigger downstream workflows on new ESG events/scoring changes. |
No information available |
User Experience & Reporting
(9 Yes /9 Known /10 Possible features)
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Customizable Dashboards Personalized dashboard and workspace arrangements. |
Dashboards are customizable with drag-and-drop modules. | |
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Advanced Visualization Tools Charts, heatmaps, and other visualizations for ESG data. |
Visual tools include graphs, heatmaps, and peer charting for ESG KPIs. | |
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Report Template Library Pre-set templates for various ESG report types. |
Template library offered for a range of ESG and regulatory reports. | |
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Narrative Generation Auto-generated textual summaries and insights. |
No information available | |
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Collaboration Tools Commenting, user tagging, and shareable links for analyses. |
Reports and dashboards have share/comment/collaboration functions for team use. | |
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Multi-language Support Interface and reporting available in multiple languages. |
Multi-language support for reports and interface listed as included. | |
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Accessibility Compliance Adherence to WCAG or other accessibility guidelines. |
Platform is designed to comply with accessibility standards (WCAG 2.1). | |
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Mobile/Tablet Interface Mobile-responsive design or dedicated apps. |
Mobile-responsive site and tablet compatibility described in documentation. | |
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Scheduled Report Delivery Automated creation and delivery of regular ESG reports. |
Reports can be scheduled and delivered automatically to users or stakeholders. | |
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Permissioned Views/Sharing Granular control over who can access or edit ESG reports and data. |
Permissions and access controls are available for managing data/views. |
Regulatory Alignment & Compliance
(10 Yes /10 Known /10 Possible features)
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Regulatory Reporting Templates Pre-built templates for SFDR, TCFD, EU Taxonomy, etc. |
Templates included for SFDR, TCFD, EU Taxonomy, and others. | |
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Automatic Regulatory Updates System updates to reflect latest regulatory changes. |
Platform updates regulatory reporting and frameworks automatically. | |
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Audit Logs Detailed record of user actions for audit purposes. |
Detailed audit logs are available for user activity and system changes. | |
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Disclosure Readiness Checklist Checklist functionality to track status of required disclosures. |
Disclosure checklists can be configured for regulatory readiness. | |
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Flagging of Non-Compliance Risks Automated alerts when companies or portfolios are at risk of ESG non-compliance. |
Non-compliance risks flagged automatically based on filters/settings. | |
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Document Repository Central repository for ESG policies, audit reports, and disclosures. |
Document repository available for ESG reports and policies. | |
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Workflow Approvals Integrated workflow for review and approval of ESG disclosures/reports. |
Workflow/approval capabilities are available for regulatory/reporting processes. | |
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Multi-Regime Support Support for tracking and reporting under different regulatory regimes. |
Reporting under multiple regulatory frameworks is supported, per compliance documentation. | |
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Red Flag Alerts Real-time alerts for regulatory, reputational, or compliance concerns. |
Red flag alerts for compliance and reputational risk are supported. | |
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Legal & Compliance Integration Features enabling alignment with legal and risk monitoring systems. |
Compliance and legal system integrations enabled by APIs and configuration options. |
Data Quality & Reliability
(7 Yes /7 Known /10 Possible features)
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Data Provenance Tracking Traceability of data to its original source. |
Traceability of ESG data sources is included in data details. Data provenance supported. | |
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Error Checking & Anomaly Detection Automatic identification of data inconsistencies. |
Anomaly detection and error checks available for data integrity. | |
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Source Diversity Use of multiple sources to triangulate ESG data. |
Multiple source triangulation and cross-referencing in data methodology. | |
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Timeliness Metrics Tracking lag between data availability and reporting. |
No information available | |
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User Data Feedback/Correction Facility for users to flag and correct erroneous data. |
User feedback and flagged data corrections supported on the platform. | |
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Audit Trails Record of all changes to client data sets. |
Audit trails for all changes to client-uploaded or custom data sets. | |
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Completeness Scores Quantitative measure of data completeness for each entity. |
No information available | |
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Update Frequency Documentation Clear communication regarding regularity of data refresh. |
Update frequency for ESG data is documented and published. | |
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Manual Review/Override Capability Ability for manual review/approval of key data points. |
Manual review/override supported for custom data points. | |
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Dispute Management Tools System for lodging and resolving data quality disputes. |
No information available |
Security, Privacy, & Support
(8 Yes /8 Known /10 Possible features)
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Data Encryption at Rest and in Transit Protection of ESG data with strong encryption. |
ESG data is encrypted at rest and in transit, per security certifications. | |
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Role-Based Access Control Granular permission management for users and teams. |
Role-based user permissioning is offered in all enterprise licenses. | |
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Multi-factor Authentication Support for enhanced authentication mechanisms. |
Multi-factor authentication available for user accounts. | |
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GDPR/CCPA Compliance Adherence to major global data privacy regulations. |
Morningstar is compliant with GDPR/CCPA as stated in legal/privacy documentation. | |
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Disaster Recovery System redundancies and recovery protocols tested regularly. |
Disaster recovery procedures and redundancy in tech stack, confirmed by support literature. | |
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SLA for System Uptime Service level agreement specifying minimum uptime. |
No information available | |
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24/7 Customer Support Access to customer support at all times. |
No information available | |
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Onboarding and Training Resources Comprehensive user training and onboarding materials. |
Comprehensive onboarding and training materials provided in platform help center. | |
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Knowledge Base and Community Forums Online support content and user discussion boards. |
Support portal includes knowledge base articles and moderated community forums. | |
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Incident Notification System Alerts users regarding outages, security, or data incidents. |
Incident notifications available via customer support and online status page. |
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