Morningstar Manager Research
Climate Impact & Sustainability Data (2024-01 to 2024-03)
Reporting Period: 2024-01 to 2024-03
Environmental Metrics
ESG Focus Areas
- Sustainability
- Impact
- Environmental, Social, and Governance (ESG)
Climate Goals & Targets
Environmental Challenges
- High interest rates
- Middling returns in 2023
- Greenwashing concerns
- Politicization of ESG investing
- Underperformance of ESG and sustainable strategies in 2022
- Soaring financing costs
- Materials inflation
- Supply chain disruptions
- Challenging macro environment (high interest rates, inflation, recession fears)
- Cautious investor approach to ESG investing
Supply Chain Management
Climate-Related Risks & Opportunities
Reporting Standards
Frameworks Used: SFDR (Sustainable Finance Disclosure Regulation)