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
(0 Yes /0 Known /12 Possible features)

Scoring, Ratings & Methodology
(0 Yes /0 Known /11 Possible features)

Environmental Factors Analysis
(0 Yes /0 Known /10 Possible features)

Social Factors Analysis
(0 Yes /0 Known /10 Possible features)

Governance Analysis
(0 Yes /0 Known /10 Possible features)

Portfolio & Investment Analytics
(0 Yes /0 Known /10 Possible features)

Integration & Interoperability
(0 Yes /0 Known /10 Possible features)

User Experience & Reporting
(0 Yes /0 Known /10 Possible features)

Regulatory Alignment & Compliance
(0 Yes /0 Known /10 Possible features)

Data Quality & Reliability
(0 Yes /0 Known /10 Possible features)

Security, Privacy, & Support
(0 Yes /0 Known /10 Possible features)

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Company Coverage Number of companies for which ESG data is available.		No information available
Geographic Coverage Regions or countries included in ESG data datasets.		No information available
Asset Class Coverage Different asset types (equity, fixed income, etc.) analyzed.		No information available
Historical Data Depth How many years of historical ESG data are accessible.		No information available
Update Frequency How frequently ESG data is updated.		No information available
Private Company Data Availability of ESG data for private/non-listed companies.		No information available
Sector Coverage Variety of industries and sectors included in the dataset.		No information available
Thematic Coverage Coverage of specialized ESG themes (e.g., gender diversity, climate change).		No information available
Controversy Data Inclusion Presence of real-time or historical controversy data.		No information available
Third-Party Data Integration Ability to ingest and reconcile data from multiple external ESG data sources.		No information available
Data Source Transparency Clarity and detail in sources for ESG data points.		No information available
Coverage of Small/Midcap Companies ESG data availability for smaller or less-covered companies.		No information available

Customizable Scoring Ability for users to define or adjust scoring methodologies.		No information available
Standardized Methodologies Use of recognized ESG scoring/rating standards (SASB, GRI, etc.).		No information available
Sector-Specific Weightings ESG criteria weighting based on industry relevance.		No information available
Transparency of Algorithms Clear documentation on how scores and ratings are calculated.		No information available
Ability to Drill-Down Detailed view on individual scoring sub-components or metrics.		No information available
Rating Scale Granularity Level of detail (number of tiers/grades) in scoring.		No information available
Time-Series Ratings Historical time series of ESG scores/ratings available.		No information available
Peer Benchmarking Ability to compare ESG ratings against peer groups.		No information available
Override Functionality Ability for users to override the default rating with their own assessment.		No information available
Audit Trail Record of changes made to scores or methodology.		No information available
Integration of Qualitative Assessments Support for incorporating research analyst notes or reviews in scores.		No information available

Carbon Emissions Tracking Tracking and evaluation of direct/indirect greenhouse gas emissions.		No information available
Climate Risk Exposure Assessment of a company's exposure to climate-related risks.		No information available
Energy Efficiency Metrics Tracking energy use per unit of output or revenue.		No information available
Water Usage Data Monitoring of water consumption, scarcity risks, and management policies.		No information available
Waste Management Assessment of waste generation, recycling, and disposal policies.		No information available
Biodiversity Impact Analysis of company operations impact on biodiversity and ecosystems.		No information available
Environmental Policy Disclosure Tracking public disclosure of environmental policies and commitments.		No information available
Green Revenue Tracking Measurement of revenue derived from environmentally positive activities.		No information available
ESG Data for Supply Chain Inclusion of environmental data from company’s supply chain.		No information available
Alignment to SDGs (Sustainable Development Goals) Mapping to relevant UN SDGs in environmental analysis.		No information available

Diversity & Inclusion Metrics Tracking gender, minority, and board diversity statistics.		No information available
Labor Practices Assessment Evaluation of working conditions, labor rights, and employee relations.		No information available
Community Engagement Measurement of company initiatives for community health, welfare and education.		No information available
Human Rights Adherence Assessment of policies and practices for upholding international human rights.		No information available
Health and Safety Data Monitoring of workforce safety, accident rates, and regulatory compliance.		No information available
Product Responsibility Evaluation of product safety, quality, and customer satisfaction metrics.		No information available
Social Supply Chain Risks Assessment of social risks within the supply chain (forced labor, child labor, etc).		No information available
Philanthropy Tracking Mapping of corporate giving, foundations, and charitable contributions.		No information available
Employee Training Metrics Data on employee training hours, programs, and development outcomes.		No information available
Social Controversy Monitoring Real-time or historical monitoring of negative social events or controversies.		No information available

Board Structure Evaluation Analysis of board composition, independence, and expertise.		No information available
Executive Compensation Analysis Tracking of executive compensation compared to company performance.		No information available
Ownership Transparency Disclosure and analysis of ownership structures and significant shareholders.		No information available
Shareholder Rights Protection Analysis of shareholder voting rights and anti-takeover mechanisms.		No information available
Audit and Controls Assessment of internal controls, risk management policies, and audit independence.		No information available
Anti-Bribery and Corruption Evaluation of anti-bribery, corruption policies, and enforcement mechanisms.		No information available
Transparency of Disclosures Quality and frequency of corporate disclosures on governance practices.		No information available
ESG Integration at the Board Level Extent to which the board considers ESG in its oversight.		No information available
Whistleblower Protection Mechanisms Availability and effectiveness of employee whistleblower programs.		No information available
Governance Controversy Monitoring Detection and tracking of governance-related controversies or violations.		No information available

Portfolio ESG Scoring Aggregating ESG scores at the portfolio level.		No information available
Scenario Analysis Modeling how ESG events or improvements impact performance metrics.		No information available
ESG Attribution Analysis Identifying how ESG factors drive risk and return in a portfolio.		No information available
Benchmark Comparison Comparing portfolio ESG ratings against relevant benchmarks.		No information available
Carbon Footprint Calculation Aggregated measurement of portfolio carbon exposure.		No information available
Engagement Tracking Monitoring and reporting on shareholder engagement activities.		No information available
Exclusion/IQ Screening Excluding companies based on ESG compliance or controversy thresholds.		No information available
Impact Measurement Monitoring real-world environmental or social outcomes tied to investments.		No information available
Automated Reporting Generation of regular, customizable portfolio ESG reports.		No information available
Regulatory Alignment Portfolio-level mapping to SFDR, EU Taxonomy, or other ESG regulations.		No information available

API Access Availability of APIs for automated data access and integration.		No information available
Data Export/Download Ability to extract ESG data in various formats (CSV, Excel, etc.).		No information available
Integration with PMS/OMS Plug-and-play links with portfolio or order management systems.		No information available
Custom Data Fields/Tags Ability to create and use custom metadata for data organization.		No information available
Direct Database Connectivity Connection to client SQL or other databases for advanced analytics.		No information available
Third-Party Platform Integration Pre-built connections to major investment/analytics platforms (Bloomberg, FactSet, etc.).		No information available
Bulk Data Uploads Ability to ingest custom or proprietary datasets at scale.		No information available
SSO/Identity Management Single sign-on and identity integration with corporate IT systems.		No information available
Data Synchronization Automated data updates between the ESG platform and other systems.		No information available
Webhooks for Event Triggers Support for webhooks to trigger downstream workflows on new ESG events/scoring changes.		No information available

Customizable Dashboards Personalized dashboard and workspace arrangements.		No information available
Advanced Visualization Tools Charts, heatmaps, and other visualizations for ESG data.		No information available
Report Template Library Pre-set templates for various ESG report types.		No information available
Narrative Generation Auto-generated textual summaries and insights.		No information available
Collaboration Tools Commenting, user tagging, and shareable links for analyses.		No information available
Multi-language Support Interface and reporting available in multiple languages.		No information available
Accessibility Compliance Adherence to WCAG or other accessibility guidelines.		No information available
Mobile/Tablet Interface Mobile-responsive design or dedicated apps.		No information available
Scheduled Report Delivery Automated creation and delivery of regular ESG reports.		No information available
Permissioned Views/Sharing Granular control over who can access or edit ESG reports and data.		No information available

Regulatory Reporting Templates Pre-built templates for SFDR, TCFD, EU Taxonomy, etc.		No information available
Automatic Regulatory Updates System updates to reflect latest regulatory changes.		No information available
Audit Logs Detailed record of user actions for audit purposes.		No information available
Disclosure Readiness Checklist Checklist functionality to track status of required disclosures.		No information available
Flagging of Non-Compliance Risks Automated alerts when companies or portfolios are at risk of ESG non-compliance.		No information available
Document Repository Central repository for ESG policies, audit reports, and disclosures.		No information available
Workflow Approvals Integrated workflow for review and approval of ESG disclosures/reports.		No information available
Multi-Regime Support Support for tracking and reporting under different regulatory regimes.		No information available
Red Flag Alerts Real-time alerts for regulatory, reputational, or compliance concerns.		No information available
Legal & Compliance Integration Features enabling alignment with legal and risk monitoring systems.		No information available

Data Provenance Tracking Traceability of data to its original source.		No information available
Error Checking & Anomaly Detection Automatic identification of data inconsistencies.		No information available
Source Diversity Use of multiple sources to triangulate ESG data.		No information available
Timeliness Metrics Tracking lag between data availability and reporting.		No information available
User Data Feedback/Correction Facility for users to flag and correct erroneous data.		No information available
Audit Trails Record of all changes to client data sets.		No information available
Completeness Scores Quantitative measure of data completeness for each entity.		No information available
Update Frequency Documentation Clear communication regarding regularity of data refresh.		No information available
Manual Review/Override Capability Ability for manual review/approval of key data points.		No information available
Dispute Management Tools System for lodging and resolving data quality disputes.		No information available

Data Encryption at Rest and in Transit Protection of ESG data with strong encryption.		No information available
Role-Based Access Control Granular permission management for users and teams.		No information available
Multi-factor Authentication Support for enhanced authentication mechanisms.		No information available
GDPR/CCPA Compliance Adherence to major global data privacy regulations.		No information available
Disaster Recovery System redundancies and recovery protocols tested regularly.		No information available
SLA for System Uptime Service level agreement specifying minimum uptime.		No information available
24/7 Customer Support Access to customer support at all times.		No information available
Onboarding and Training Resources Comprehensive user training and onboarding materials.		No information available
Knowledge Base and Community Forums Online support content and user discussion boards.		No information available
Incident Notification System Alerts users regarding outages, security, or data incidents.		No information available

Morningstar ESG Screener & Analysis from Morningstar, Inc.

Product analysis by function

ESG (Environmental, Social, Governance) Analysis Software for Investment Research & Analysis

Data Coverage (0 Yes /0 Known /12 Possible features)

Scoring, Ratings & Methodology (0 Yes /0 Known /11 Possible features)

Environmental Factors Analysis (0 Yes /0 Known /10 Possible features)

Social Factors Analysis (0 Yes /0 Known /10 Possible features)

Governance Analysis (0 Yes /0 Known /10 Possible features)

Portfolio & Investment Analytics (0 Yes /0 Known /10 Possible features)

Integration & Interoperability (0 Yes /0 Known /10 Possible features)

User Experience & Reporting (0 Yes /0 Known /10 Possible features)

Regulatory Alignment & Compliance (0 Yes /0 Known /10 Possible features)

Data Quality & Reliability (0 Yes /0 Known /10 Possible features)

Security, Privacy, & Support (0 Yes /0 Known /10 Possible features)