New indexes draw on the strengths of Morningstar’s
Sustainalytics & Indexes businesses to deliver diversified,
broad exposure to companies leading their sector peers in their
readiness for—and action towards—climate transition
Morningstar, Inc. (Nasdaq: MORN), a leading provider of
independent investment insights, announces the launch of the
Morningstar® Low Carbon Transition Leaders (LCTL) Indexes™, the
latest strategic collaboration between leading ESG ratings,
research, and data provider Morningstar Sustainalytics and
Morningstar Indexes, the world’s fastest growing global index
provider.
This series of nine new global, regional, and single country
benchmarks is designed to help investors target a broad range of
companies from every sector that are leading their peers in their
readiness for—and action towards— transitioning to a low-carbon
economy. The indexes are underpinned by tangible, forward-looking
metrics including the Sustainalytics Low Carbon Transition Ratings,
which identify which companies are taking the most action toward
aligning with net zero.
Rob Edwards – Global Director of ESG Product Management,
Morningstar Indexes
“Investors are focusing on the growing market impact of climate
change, whether for managing investment risk or pursuing investment
opportunity. Our clients want a simple and transparent way to
identify and invest in the companies best positioned to thrive and
survive in this scenario. Our Low Carbon Leaders are companies with
management that understand how to evolve their business in this
context to protect and grow their market share and innovation.”
The indexes identify climate transition leaders by grouping
companies from the parent index by sector, ranking them according
to their composite Low Carbon Transition Leaders Score and
capturing the top scoring 50% of each sector by market cap. The Low
Carbon Transition Leaders Score considers a company’s current
carbon intensity as well as its management score from the
Sustainalytics Low Carbon Transition Ratings. The indexes also
emphasize companies that report carbon emissions and are reducing
their carbon intensity, as well as those whose business activities
contribute positively to the environment.
Companies included in the indexes are leading their peers in
their approach to climate transition. Examples include Taiwan
Semiconductor Manufacturing Company (TSMC), the world’s largest
semiconductor chip manufacturer and Orsted, the largest energy
company in Denmark and a world leader in decarbonization.
Anya Solovieva – Director, Global Commercial Strategy,
Climate Solutions, Morningstar Sustainalytics
“Our clients are grappling with an increasingly complex
investment landscape and trying to get better understand how the
transition to a low carbon economy will impact markets and
companies. They are asking for better indexes, tools and analysis
to differentiate between companies that are taking steps to reduce
greenhouse gas emissions and are well positioned to succeed in a
low carbon economy, and which may be left behind. Incorporating our
Low Carbon Transition Ratings within an index methodology enables
our clients to apply a forward-looking climate transition risk lens
to their global portfolios and invest in leaders across all
sectors.”
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent
investment insights 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 $264 billion in assets under advisement and
management as of Sept. 30, 2023. The Company operates through
wholly- or majority-owned subsidiaries in 32 countries. For more
information, visit www.morningstar.com/company. Follow Morningstar
on Twitter @MorningstarInc.
About Morningstar Indexes and Morningstar
Sustainalytics
Morningstar Indexes and Morningstar Sustainalytics have recently
formed a strategic alignment to provide a more holistic and robust
ESG offering to Morningstar clients. This growing collaboration
includes ESG-related products, insights and research.
As the fastest-growing global index provider for the last two
years according to Burton-Taylor International Consulting,
Morningstar Indexes was built to keep up with the evolving needs of
investors—and to be a leading-edge advocate for them. Morningstar's
rich heritage as a transparent, investor-focused leader in data and
research uniquely equips Morningstar Indexes to support
individuals, institutions, wealth managers and advisors in
navigating investment opportunities across all major asset classes,
styles, and strategies. From assessing risk and return with
traditional benchmarks to helping investors effectively incorporate
ESG objectives into their investment process, our range of index
solutions spans an investment landscape as diverse as investors
themselves. We help investors answer today's increasingly complex
questions so that they can more easily reach tomorrow's goals.
Please visit indexes.morningstar.com for more information.
Morningstar Sustainalytics is a leading ESG data, research, and
ratings 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, Morningstar
Sustainalytics works with hundreds of the world's leading asset
managers and pension funds who incorporate ESG information and
assessments into their investment processes. The firm also works
with hundreds of companies and their financial intermediaries to
help them consider material sustainability factors in policies,
practices, and capital projects. Morningstar Sustainalytics has
analysts around the world with varied multidisciplinary expertise
across more than 40 industry groups. For more information, visit
www.sustainalytics.com.
©2024 Morningstar, Inc. All Rights Reserved. The information,
data, analyses and opinions contained herein (1) include the
proprietary information of Morningstar, (2) may not be copied or
redistributed, (3) do not constitute investment advice offered by
Morningstar, (4) are provided solely for informational purposes and
therefore are not an offer to buy or sell a security, and (5) are
not warranted to be correct, complete or accurate. Morningstar has
not given its consent to be deemed an "expert" under the federal
Securities Act of 1933. Except as otherwise required by law,
Morningstar is not responsible for any trading decisions, damages
or other losses resulting from, or related to, this information,
data, analyses or opinions or their use. References to specific
securities or other investment options should not be considered an
offer (as defined by the Securities and Exchange Act) to purchase
or sell that specific investment. Past performance does not
guarantee future results. Before making any investment decision,
consider if the investment is suitable for you by referencing your
own financial position, investment objectives, and risk profile.
Always consult with your financial advisor before investing.
Indexes are unmanaged and not available for direct investment.
Morningstar indexes are created and maintained by Morningstar, Inc.
Morningstar® is a registered trademark of Morningstar, Inc.
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Tim Benedict, +1 203 339-1912 or newsroom@morningstar.com
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