Morningstar Introduces Global Sustainable Activities Involvement Indexes

February 21, 2023

Based on Sustainalytics’ ESG Impact Framework and powered by Morningstar Indexes, these new benchmarks help investors gain exposure to companies that align their revenue with the UN SDGs.

CHICAGO, Feb. 21, 2023 -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today introduces a new family of impact-focused ESG indexes combining the strengths of leading global index provider Morningstar Indexes with the ESG Impact Framework of leading ESG research, ratings and data provider Morningstar Sustainalytics.

This new series of nine equity indexes spans five environmental and social impact themes which incorporate alignment to the UN Sustainable Development Goals (SDGs). To be included in the indexes, companies must pass stringent ESG screens and have significant revenue aligned to one or more impact themes. To strengthen exposure to the impact themes, index weightings are tilted toward companies with the greatest percentage of revenue derived from SDG-aligned activities.

The SAI Indexes join Morningstar’s growing suite of sustainability data, research and tools for global investors. They are designed to capture companies whose economic activities are aligned with achieving a more just and sustainable world by enabling targeted exposure to important global themes like climate action, human development, resource security, healthy ecosystems and basic needs.

“In speaking with our global clients, we see sustainable investing evolving very quickly, beyond simply measuring ESG risk,” said Morningstar Indexes Head of ESG Strategy Thomas Kuh. “Investors are asking for more sophisticated tools to measure the impact that their assets are having on the environment and, more broadly, on society.”

“Building on investor’s fiduciary responsibilities, a credible and robust strategy for responsible investing includes both ESG risk and impact considerations,” said Vikram Puppala, Morningstar Sustainalytics’ Global Head of Product Strategy. “Investing in companies whose activities align with impact themes that matter to clients and contribute to the globally recognized UN SDGs can help to advance impact strategies. We are excited to launch this family of indexes and look forward to helping investors pursue a variety of impact-related objectives.”

Added Morningstar Indexes Global Head of ESG Product Rob Edwards, “We are actively developing our global index capabilities with a focus on impact and climate, working closely with our colleagues at Sustainalytics. Our new Sustainable Activities Involvement Indexes are an important step, and we will be introducing additional tools for investors in the coming months.”

About Morningstar, Inc. 

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $239 billion in assets under advisement and management as of September 30, 2022. The Company has operations in 29 countries. For more information, visit Follow Morningstar on Twitter @MorningstarInc.

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