Morningstar Sustainalytics
ESG Risk Ratings Description: Assesses the extent of a company’s economic value at risk due to Environmental, Social, and Governance (ESG) factors by evaluating its exposure to and management of material ESG Issues. A single score represents the company’s overall ESG risk. It measures 20+ industry-specific material risks, supported by 200+ indicators and 1,800+ data points.
Coverage details: Global coverage of over 16,000 companies, including public and private companies, fixed-income issuers across developed, emerging, and frontier markets. Historical data available on request to library.
Controversies - For Controversies research, we monitor 700,000 news items from more than 60,000 media and NGO sources on a daily basis, in order to identify potential incidents for a universe of over 17,000 issuers.
Product Involvement - Product Involvement research provides coverage of more than 17,000 issuers of equity and fixed-income securities in emerging and developed markets.
Historical data for 2009-present are available as well upon request with the exclusion of product involvement.
Controversies Description: Identifies companies involved in incidents and events that may pose a business or reputation risk to a company due to the potential impact on stakeholders or the environment.
Coverage: Monitors news items from more than 70,000 media and NGO sources daily, to identify potential incidents for approximately 20,000 issuers
Product Involvement Description: Assesses corporate involvement in specific of business activities to better support investor’s decisions on impact, compliance, or ESG risks. Insights span six key involvement themes: Energy, Environment, Defense & Military, Business Practices, Health, and Values-Based. Within these themes, there are 27 specific involvement areas, such as Oil & Gas, Pesticides, Military Contracting, and Gambling.
Coverage: Product Involvement research provides coverage of more than 18,000 issuers of equity and fixed income securities in emerging and developed markets.
*Note* Historical data for Product involvement currently not available.