Soon

Soon

EU Taxonomy

Powered by

Sustainalytics

Assess companies against EU Taxonomy criteria to report on your portfolios’ contribution to mitigating climate change

Use cases
EU Taxonomy
Regulatory focus
  • SFDR Art.8 - Taxonomy alignment for E characteristics if wanted
  • SFDR Art.9 - Taxonomy alignment for E characteristics
  • Taxonomy: indicators at entity level
  • Taxonomy: indicators at product level
Deliverables
  • Listed equities
  • Government bonds
  • Corporate bonds
Dataset
Licensing options
  • BYOL: Bring Your Own License
BYOL: Bring Your Own Licence
Use cases
< Back to catalog
Sustainalytics — EU Taxonomy

Overview

Sustainalytics’ EU Taxonomy Solution assesses companies’ eligibility and alignment to the Climate Change Mitigation objective, supplementing reported data with estimations that rely on proxies to give a more holistic picture of a company’s alignment. It will evolve to cover changes in the regulatory requirements as well as additional objectives as the relevant standards are defined or as sufficient data becomes available.

Key features

  • Identify Eligible Activities
  • Assess Whether Eligible Activities Meet EU Taxonomy Criteria
  • Assess Do No Significant Harm Criteria
  • Assess Minimum Safeguards Criteria

What you'll love about

Sustainalytics

Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies. For more than 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. Today, Sustainalytics works with hundreds of the world’s leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. Sustainalytics also works with hundreds of companies and their financial intermediaries to help them consider sustainability in policies, practices and capital projects.

Powered by
Sustainalytics

Live

Live

Accounting Governance Risk Supplementary Data

MSCI

Identify potential accounting irregularities that may go undetected by traditional research methods.

Discover

Live

Live

ESG Fund Metrics EU Sustainable Finance

MSCI

Get access to both SFDR Adverse Impact and EU Taxonomy Alignment data and metrics

Discover

Live

Live

Global Sanctions

MSCI

The Global Sanctions screens are designed to serve investors looking to identify companies that may not meet relevant regulations in specific countries

Discover

Live

Live

Implied Temperature Rise

MSCI

The Implied Temperature Rise metric provides an indication of how companies and investment portfolios align to global climate targets

Discover

EU Taxonomy

Heading

EU Taxonomy

Heading