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Corporate Sustainability at Morningstar

Our 2020 Corporate Sustainability Report discusses our sustainability journey.

We’re applying our best research ideas and innovative ESG tools to prioritize sustainability and social responsibility in our workplace, transparency in our governance, and sustainable, long-term performance in our business.

A message from CEO, Kunal Kapoor, on our sustainable future

Kunal Kapoor

Our aim is to be the leading voice for ESG investors. Our commitment is to translate our values into core, sustainable practices across our firm, recognizing the importance of this work to our colleagues, clients, stakeholders—and our future.

Our Approach to Sustainability

We align our company with the research that indicates that diverse teams make better decisions, and that innovation thrives in a culture of transparency. We prioritize the careful management of ESG issues that are critical to our business and important to our stakeholders.

Investing in Our People

From recruiting to talent development and retirement planning, we’re committed to fostering a workplace that supports employee engagement, professional growth, and diversity, equity, and inclusion.


We focus our attention on the following areas:

Employee Engagement

Employee Benefits

Diversity, Equity, and Inclusion

Training, Education, and Career Development 

Community Involvement

Morningstar’s mission—empowering investor success—means supporting all of society to make smart investing decisions and this is an opportunity for us to empower the Black community. In 2020, BCA took large measures to provide colleagues with a voice and create a larger conversation regarding racial inequities. I am looking forward to BCA broadening community outreach efforts by engaging with nonprofits that support Black communities and encourage financial literacy.

Dawit Woldemariam Headshot
Dawit Woldemariam on Morningstar’s global Black, Caribbean, African Employee Resource Group

Community engagement at Morningstar India was formed in 2018 when a group of energetic and passionate colleagues came together to endorse and implement long-lasting green practices. We have conducted multiple internal and external events, with a growing number of colleagues participating in each of them. Be it through conventional donations, an art auction, or funding drives, our colleagues reached out wholeheartedly to accelerate our COVID-19 relief initiatives.

Disha Gupta Headshot
Disha Gupta on Morningstar India’s Community Engagement Program

Investing in Sustainable Operations

The trust we have built with our clients and stakeholders is critical to our business and we prioritize a robust approach to privacy and security. We recognize our opportunity to contribute solutions to the climate change challenge. We track and manage the environmental impact of our global operations.


We focus our attention on the following areas:

Data and Information Security

Greenhouse Gas Emissions

Climate Change Risks

Environmental Impact Along the Value Chain

Our office has implemented sustainable practices relating to office life through a transition to 100% Swiss-made energy generated from renewable sources and 100% recyclable paper. We are excited that the successes we’ve had in the project have inspired other countries such as Germany and the Netherlands to also pursue carbon neutrality.

Florian Zwick Headshot
Florian Zwick on the Switzerland office’s carbon neutrality
Investing in Sustainable Governance

Investing in Sustainable Governance

We seek to align Morningstar’s governance approach with the practices that our research teams have identified as consistent with good stewardship, shareholder transparency, and long-term value creation. We value the diversity of Morningstar‘s Board of Directors. Additionally, our standards for ethical behavior serve as a foundation for our work as led by our Code of Ethics.


We focus our attention on the following areas:

• Governance Structure and Oversight

• Business Ethics

Supporting Sustainable Investing

At the core of Morningstar’s sustainability offering is transparent data, independent research, and clear, consistent ESG ratings that allow all investors to understand sustainability and ESG-related risks and opportunities in their investment portfolios. As the sustainability and ESG landscapes have matured, we’ve provided increasingly nuanced data, tools, and services on company controversies, carbon risk, global standards, and product involvement, reflecting the best new research in these areas.


See our 2020 sustainability data.


Sustainability in Practice

Our ESG Investment Awards

SUSTAINALYTICS, A MORNINGSTAR COMPANY


Environmental Finance Sustainable Investment Awards: ESG Data Provider of the Year 2020—Sustainalytics
Investment Week: Best Sustainable & ESG Research & Ratings Provider—Sustainalytics
Climate Bonds Initiative, Green Bond Pioneer Awards:  The Largest Green Bonds Verifier for Certified Climate Bonds of 2019 - Sustainalytics
RIA Canada: Best Responsible Investment Integration - Sustainalytics


MORNINGSTAR

Investment Week: Best Newcomer—Morningstar MPS—ESG Range
Investment Week: Best Sustainable & ESG Index or Service Provider —Morningstar, Inc.


Our Workplace Awards

MORNINGSTAR

Great Place to Work® Certified™ USA
Great Place to Work® Certified™ India
Best Workplaces™ in Canada
Bloomberg 100% Corporate Equality Index™
JUST Capital Index
Bloomberg Gender Equality Index


View our current Sustainability Policies and Reports.

Learn more about our investment in corporate sustainability.