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Product Involvement

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Sustainalytics

Identify companies involved in a range of product areas and create investment universes that are aligned to clients’ needs.

Use cases
Exposures
Regulatory focus
  • SFDR Art.8 - Measurement of the E / S characteristics
  • SFDR Art.8 - Comparison with a relevant benchmark (if any)
  • SFDR Art.9 - Comparison with a relevant benchmark (if any)
  • SFDR Art.9 - Measurement of the E / S characteristics
Deliverables
  • Listed equities
  • Government bonds
  • Corporate bonds
Dataset
Licensing options
  • BYOL: Bring Your Own License
BYOL: Bring Your Own Licence
Use cases
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Sustainalytics — Product Involvement

Overview

Whether you are managing assets according to faith or values-based criteria, adhering to legislative requirements, or mitigating financial risks, our Product Involvement research can help you achieve your investment mandates. This research includes details on how a company is involved in one or more areas as well as the degree of involvement, generally using revenue as a proxy. Relevant corporate actions are also tracked in order to capture changes in involvement that might arise through mergers and acquisitions or spin-offs.

Key features

  • Access research on publicly-listed companies with involvement in the most widely used product areas
  • Understand the nature and level of each company’s involvement to support investment decisions and engagement efforts
  • Receive up-to-date information on companies’ business activities
  • Gain access to our dedicated team of product and topic experts

What you'll love about

Sustainalytics

Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies. For more than 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. Today, Sustainalytics works with hundreds of the world’s leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. Sustainalytics also works with hundreds of companies and their financial intermediaries to help them consider sustainability in policies, practices and capital projects.

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Product Involvement

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Product Involvement

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