Morningstar expands its collaboration with Sustainalytics

Earlier this week, we announced that Morningstar has taken a 40% ownership stake in Sustainalytics.

You can read the entire press release here, and here is a key excerpt from it:

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.

This is exciting news for the field, as it’s another indication that sustainable impact investing is rapidly becoming part of the investing mainstream. It’s exciting news for me personally. Heading up the sustainability research effort here at Morningstar, I look forward to not only continuing our collaboration with Sustainalytics, but deepening it. I believe we’re still in the early stages of growth for the field and a big part of what we want to do is help get advisors up to speed so they can address the high levels of interest that investors have in sustainable impact investing. So while Sustainalytics will continue to focus on and improve the company-level ESG research that provides crucial sustainability information to asset managers, asset owners and companies, working together, we want to find ways to make this information more relevant and actionable for advisors and individual investors.

Let me know your thoughts on how we can do this. E-mail me at:

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