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Morningstar Sustainability Rating from Morningstar, Inc.

Rates mutual funds and ETFs based on their ESG characteristics, comparing funds based on their exposure to companies with favorable ESG practices.

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Product analysis by function

ESG (Environmental, Social, Governance) Analytics for Compliance and Governance

Specialized software that assesses investment portfolios against ESG criteria, supports responsible investment strategies, and generates reports on sustainability metrics increasingly required by pension regulations.
More ESG (Environmental, Social, Governance) Analytics More Compliance and Governance ...

Data Integration and Aggregation
(0 Yes /0 Known /12 Possible features)

ESG Scoring and Analytics
(0 Yes /0 Known /11 Possible features)

Compliance Management
(0 Yes /0 Known /10 Possible features)

Reporting and Disclosure
(0 Yes /0 Known /11 Possible features)

Portfolio Management Integration
(0 Yes /0 Known /9 Possible features)

Customizability and User Experience
(0 Yes /0 Known /10 Possible features)

Security and Privacy
(0 Yes /0 Known /10 Possible features)

Sustainability and Climate Metrics
(0 Yes /0 Known /10 Possible features)

Social and Governance Metrics
(0 Yes /0 Known /10 Possible features)

Stewardship and Engagement Tools
(0 Yes /0 Known /9 Possible features)

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

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Multiple Data Source Integration Ability to connect to various ESG data providers, third-party vendors, and internal systems.		No information available
Automated Data Mapping Automatically matches and categorizes imported ESG data to appropriate portfolio assets.		No information available
Custom Data Import Templates Allows creation of templates for recurring data import tasks.		No information available
Real-time Data Refresh Supports automatic updating of ESG data at scheduled intervals.		No information available
Bulk Data Upload Capacity Maximum volume of ESG data files that can be uploaded in a single batch.		No information available
Data Cleaning and Validation Tools Provides utilities to check ESG data accuracy and consistency upon import.		No information available
API Access for Data Feeds Enables integration with ESG data sources through APIs.		No information available
Data Lineage Tracking Tracks origin and modifications of ESG data elements for audit purposes.		No information available
Data Storage Capacity Total allowable storage for historical ESG data records.		No information available
Customizable Data Taxonomies Allows definition of proprietary ESG categories and mapping schemes.		No information available
Data Versioning Maintains historical versions of ingested ESG data for traceability.		No information available
Data Encryption at Rest Secures stored ESG data against unauthorized access.		No information available

Automated ESG Score Calculation Automatically computes ESG scores for portfolio assets based on selected criteria.		No information available
Customizable Scoring Models Enables users to define or adjust ESG scoring methodologies.		No information available
Historical Score Tracking Tracks changes to ESG scores over time for trend analysis.		No information available
Peer Benchmarking Tools Compares the ESG performance of portfolio assets to industry or peer groups.		No information available
Sector & Region Analytics Provides ESG analysis filtered by sector and geographic location.		No information available
Scenario Analysis Models potential portfolio outcomes under different ESG policy or risk assumptions.		No information available
Scoring Refresh Rate Frequency of ESG scoring updates for each asset.		No information available
Materiality Mapping Identifies and weights key ESG issues per asset or sector.		No information available
Impact Attribution Quantifies the contribution of ESG factors to investment performance.		No information available
User-defined KPIs Allows the creation of custom ESG performance indicators.		No information available
Cross-asset Class Scoring Supports ESG scoring for equities, bonds, alternatives, and other asset types.		No information available

Rule-based Compliance Checks Automates portfolio checks against ESG regulations and internal guidelines.		No information available
Pre-configured Regulatory Frameworks Includes templates for major ESG pension regulations (e.g., SFDR, TCFD, EU Taxonomy).		No information available
Custom Policy Rule Builder Allows users to define and enforce custom ESG investment policies.		No information available
Automated Breach Alerts Sends notifications when portfolios fail ESG compliance checks.		No information available
Audit Trail Maintains detailed records of compliance checks and management actions.		No information available
Compliance Dashboard Real-time overview of compliance status across all portfolios.		No information available
Compliance Test Frequency How often ESG compliance is automatically tested for each portfolio.		No information available
Role-based Access Controls Ensures only authorized users can override compliance restrictions.		No information available
Regulatory Change Monitoring Tracks and updates compliance rules in response to regulatory changes.		No information available
Supporting Documentation Upload Enables storage of associated regulatory or policy documents.		No information available

Automated Regulatory Reporting Generates reports for standard ESG regulatory disclosures.		No information available
Custom Report Template Builder Allows users to design bespoke ESG reports.		No information available
Scheduled Reporting Enables pre-set intervals for generating and distributing ESG reports.		No information available
Data Export Formats Variety of available output formats for ESG reports.		No information available
Stakeholder Communication Tools Facilitates the distribution of ESG disclosures to clients, regulators, or the public.		No information available
Interactive Dashboards Visualizes ESG metrics in customizable dashboard views.		No information available
Historical Report Archiving Stores previously issued reports for record-keeping and audits.		No information available
Multi-language Support Ability to generate reports in multiple languages.		No information available
Report Customization Capacity Maximum user-defined custom fields or modules per report.		No information available
Regulatory Deadline Reminders Automatic notifications for upcoming ESG reporting deadlines.		No information available
Audit Evidence Preparation Assists in preparing supporting evidence for audit or regulatory inspection.		No information available

Portfolio Synchronization Synchronizes ESG analytics with existing portfolio management systems.		No information available
Real-time ESG Risk Flags Tag or flag assets with elevated ESG risk in real-time during portfolio reconstruction.		No information available
Pre-trade ESG Impact Check Analyzes prospective trades for ESG compliance prior to execution.		No information available
Order Management System (OMS) Integration Ability to work directly with OMS for ESG-screened order flows.		No information available
Batch ESG Screening Speed Processing rate for ESG portfolio screening.		No information available
Cross-platform Compatibility Operates on multiple portfolio management platforms (e.g., BlackRock Aladdin, SimCorp, FactSet).		No information available
Model Portfolio ESG Simulation Run hypothetical ESG screens on model or proposed portfolios.		No information available
API Hooks for Order Routing Integrates with trading/order routing for ESG-compliant trades.		No information available
Automated Trade Blocks for Non-compliant Securities Flags and blocks trades for assets that do not meet ESG criteria.		No information available

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Financial Technology Year

Morningstar Sustainability Rating from Morningstar, Inc.

Product analysis by function

ESG (Environmental, Social, Governance) Analytics for Compliance and Governance

Data Integration and Aggregation
(0 Yes /0 Known /12 Possible features)

ESG Scoring and Analytics
(0 Yes /0 Known /11 Possible features)

Compliance Management
(0 Yes /0 Known /10 Possible features)

Reporting and Disclosure
(0 Yes /0 Known /11 Possible features)

Portfolio Management Integration
(0 Yes /0 Known /9 Possible features)

Customizability and User Experience
(0 Yes /0 Known /10 Possible features)

Security and Privacy
(0 Yes /0 Known /10 Possible features)

Sustainability and Climate Metrics
(0 Yes /0 Known /10 Possible features)

Social and Governance Metrics
(0 Yes /0 Known /10 Possible features)

Stewardship and Engagement Tools
(0 Yes /0 Known /9 Possible features)

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

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Drag-and-drop Interface Enables intuitive arrangement of dashboard and report components.		No information available
Custom Risk Thresholds Allows users to set bespoke limits for ESG risks and alerts.		No information available
Configurable Notifications Users can define custom rules for email and in-app ESG alerts.		No information available
Personalized Dashboards User-specific dashboard layouts and widgets.		No information available
Multi-tenant Environment Supports segregation of data and settings for different users or client groups.		No information available
Template Library Size Number of pre-built report and dashboard templates included.		No information available
Mobile and Tablet Access Platform accessible and fully functional on mobile/tablet devices.		No information available
Accessibility Compliance Conforms to major accessibility standards (e.g., WCAG 2.1).		No information available
White-labeling Allows custom branding and theming of the ESG platform.		No information available
In-app User Guidance On-screen user manuals, walkthroughs, and help/support widgets.		No information available

Role-based Permissions Granular control of feature and data access by user role.		No information available
Data Encryption In Transit Protects ESG data during uploads/downloads and API calls.		No information available
Multi-factor Authentication Requires two or more credentials to access the platform.		No information available
User Activity Logging Records detailed logs of user actions for monitoring and audits.		No information available
Regular Security Updates Frequency of system security patching.		No information available
Data Anonymization Supports anonymization or pseudonymization of sensitive ESG data.		No information available
GDPR/CCPA Compliance Meets requirements of major data privacy frameworks.		No information available
Incident Response Tools Features for detecting, managing, and reporting security incidents.		No information available
SSO (Single Sign-On) Integration with enterprise SSO solutions.		No information available
Custom Data Retention Policies Users can define how long ESG data is retained and when it is deleted.		No information available

Carbon Footprint Calculation Computes the carbon impact of portfolio assets.		No information available
Alignment with 2°C/Net Zero Pathways Measures portfolio alignment with climate targets such as Paris Agreement.		No information available
Scope 1, 2, 3 Emissions Analysis Tracks direct and indirect emissions as defined by GHG Protocol.		No information available
Transition and Physical Climate Risk Tools Analyzes risks related to climate change scenarios.		No information available
Green Revenue Share Calculates proportion of revenue from sustainable activities.		No information available
Custom Environmental Metrics Allows tracking of non-standard or evolving environmental KPIs.		No information available
ESG Thematic Labeling Tags assets/holdings according to themes (e.g. renewable energy, circular economy).		No information available
Water/Waste Impact Assessment Metrics on portfolio exposure to water use and waste generation.		No information available
Climate Data Granularity Level of detail available for climate-related data.		No information available
Science-based Targets Integration Cross-referencing portfolio assets with Science Based Targets initiative data.		No information available

Diversity & Inclusion Assessment Reports on board and workforce diversity metrics.		No information available
Human Rights Risk Evaluation Identification and scoring of human rights exposure in the investment portfolio.		No information available
Supply Chain Transparency Analysis Examines ESG risks throughout supply chains of portfolio companies.		No information available
Executive Pay Ratio Metrics Tracks executive remuneration relative to workforce average.		No information available
Controversy Tracking Monitors and flags assets connected to current social/governance controversies.		No information available
Whistleblower Channel Monitoring Assesses effectiveness of whistleblower systems in portfolio companies.		No information available
Voting Rights Analysis Reviews governance structure for shareholder voting power and rights.		No information available
Board Independence Scores Measures independence of company boards relative to best practices.		No information available
Incident Reporting Workflow Workflow for logging and investigating social or governance incidents.		No information available
Modern Slavery Assessment Analytics covering exposure to modern slavery risks.		No information available

Engagement Tracking Logs and monitors all engagement activities with portfolio companies.		No information available
Voting Record Management Tracks proxy voting actions relating to ESG issues.		No information available
Engagement Outcome Recording Records the results or impact of engagement actions.		No information available
Automated Engagement Templates Provides pre-built content/templates for conducting ESG engagement.		No information available
Engagement Metrics Dashboard Visualization tools for key engagement performance indicators.		No information available
Shareholder Resolution Support Workflow for preparing, submitting, and tracking ESG resolutions.		No information available
Collaborative Engagement Platform Tools for coordinating collective investor engagement initiatives.		No information available
Meeting Scheduler Manages and records ESG meetings/calls with investees.		No information available
Integrated Email Communication Supports direct messaging and secure communications within the platform.		No information available

Open API Availability Publicly documented APIs for integrating ESG analytics with external systems.		No information available
Plug-in/Connector Library Prebuilt connectors for PMS, OMS, data warehouses, CSR software, etc.		No information available
Data Export/Import Automation Scheduled or trigger-based transfers of ESG data into/out of other platforms.		No information available
Cloud and On-premise Deployment Options for SaaS or locally hosted installation.		No information available
Third-party Authentication Support Works with external identity providers (e.g., Azure AD, Okta).		No information available
Integration Implementation Time Average time required to integrate ESG analytics with a new host system.		No information available
Custom API Endpoint Creation Ability for users to create or modify API endpoints.		No information available
Data Interchange Format Support Supports common standards (e.g., JSON, XML, CSV) for data sharing.		No information available
Single Data Model across Modules Ensures all features use a unified ESG data structure to prevent siloes.		No information available
Batch Processing Capacity Volume of ESG data batches processed concurrently for ETL jobs.		No information available

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Financial Technology Year

Morningstar Sustainability Rating from Morningstar, Inc.

Product analysis by function

ESG (Environmental, Social, Governance) Analytics for Compliance and Governance

Data Integration and Aggregation (0 Yes /0 Known /12 Possible features)

ESG Scoring and Analytics (0 Yes /0 Known /11 Possible features)

Compliance Management (0 Yes /0 Known /10 Possible features)

Reporting and Disclosure (0 Yes /0 Known /11 Possible features)

Portfolio Management Integration (0 Yes /0 Known /9 Possible features)

Customizability and User Experience (0 Yes /0 Known /10 Possible features)

Security and Privacy (0 Yes /0 Known /10 Possible features)

Sustainability and Climate Metrics (0 Yes /0 Known /10 Possible features)

Social and Governance Metrics (0 Yes /0 Known /10 Possible features)

Stewardship and Engagement Tools (0 Yes /0 Known /9 Possible features)

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

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Data Integration and Aggregation
(0 Yes /0 Known /12 Possible features)

ESG Scoring and Analytics
(0 Yes /0 Known /11 Possible features)

Compliance Management
(0 Yes /0 Known /10 Possible features)

Reporting and Disclosure
(0 Yes /0 Known /11 Possible features)

Portfolio Management Integration
(0 Yes /0 Known /9 Possible features)

Customizability and User Experience
(0 Yes /0 Known /10 Possible features)

Security and Privacy
(0 Yes /0 Known /10 Possible features)

Sustainability and Climate Metrics
(0 Yes /0 Known /10 Possible features)

Social and Governance Metrics
(0 Yes /0 Known /10 Possible features)

Stewardship and Engagement Tools
(0 Yes /0 Known /9 Possible features)

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