ESG News For Morningstar, Inc.

Company ranked in top 150 for U.S. and Canada

Company also Receives Nareit’s Inaugural “Impact at Scale” Award for its Pioneering Decarbonization Strategy

Morningstar’s third annual global asset owner survey finds ESG materiality broadening, active ownership rising and demand for improvements in ESG data growing.

Report Details Corporate Sustainability Initiatives to Support Company’s Growth and Essential Role in Longevity Economy

Achieves a 50% reduction in Scope I (direct) emissions1Meets commitment to increase spend with diverse Tier I and Tier II suppliers by 25%Improves rankings with CDP and Morningstar Sustainalytics

The latest addition to Morningstar’s lineup of global sustainability indexes provides investors with broad exposure to companies on the leading edge of best practices in diversity, equity, and inclusion (DEI).

Lessor Outlines Strong Progress on Meeting Sustainability Goals

Upgrade to corporate governance methodology and strengthening of three material ESG risk measures for Sustainalytics flagship product began May 30 and represents the most significant updates since industry-leading ratings were introduced in 2018.

CBRE Group, Inc. (NYSE:CBRE) has been named to Forbes’ Net Zero Leaders list for the second consecutive year. CBRE is the highest-ranked commercial real estate services company.Forbes ranked 100 U.S. companies that are best positioning themselves to reduce their greenhouse-gas emissions and achieve a net zero future. The analysis looked at each company’s work to reduce its own carbon emissions as well as the emissions generated by their power suppliers, vendors and customers. The ranking conside

Morningstar drives transparency in efforts to minimize racial and gender-adjusted pay gaps and discloses climate-related risks and opportunities in latest sustainability reports

Kimball Electronics releases 2023 sustainability report, deeply rooted in Company's Guiding Principles: Customers, People, Citizenship, and Profits. Discloses to GRI framework, obtains third-party assurance of data, disclosures.

Ventas, Inc. (NYSE: VTR) today announced that it has received the 2024 ENERGY STAR Partner of the Year Sustained Excellence in Energy Management Award from the U.S. Environmental Protection Agency (EPA). This distinguished recognition marks Ventas’s second consecutive year earning ENERGY STAR’s highest honor and reflects the Company’s fourth consecutive year winning the Partner of the Year Award. In addition, more than 175 Ventas owned buildings received ENERGY STAR certification in 2023, the mo

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

Named to “A List” by global environmental nonprofit CDP (formally known as the Carbon Disclosure Project), putting the company among the top 1.7% of companies rated by the agencyRanked #1 globally within the Machinery and Electrical Equipment industry with a top 1% score on the 2023 S&P Global Corporate Sustainability Assessment and inclusion on the Dow Jones Sustainability Indices (DJSI) for the second year in a rowTop Rated status from Morningstar Sustainalytics, a global leader in ESG research and data that provides ESG ratings for investors and corporations, for placing within the top 0.5% in machinery industry and top 5.5% globally

New award program recognizes forward-thinking organizations that leverage Climate Vault’s solutions as part of a holistic and credible climate action strategy

Recap of CSR stories on Business Wire

CSG rated “Low Risk” in the software and services industry

Top Ranking Demonstrates Domini’s Commitment to Sustainable Investing

Eastman (NYSE: EMN) announced it has been recognized as part of Forbes’ first-ever Net Zero Leaders list.

Recap of CSR stories on Business Wire

"We are proud that our robust ESG programs and high level of transparency have earned us the Prime rating that places us among the top 10% in our industry”

J.P. Morgan Securities Services announced today the launch of its Sustainable Investment Data Solutions for institutional investors, available through Fusion by J.P. Morgan. The solution will enable investors to readily extract value from sustainable investment data supplied by providers through technology-enabled normalization, management, calculation, and screening capabilities.By partnering with leading data providers including Bloomberg, Equileap, FactSet, ISS ESG, MSCI, RepRisk, Revelio Lab

Ingersoll Rand Inc. (NYSE:IR), a global provider of mission-critical flow creation and industrial solutions, had its risk rating upgraded from Medium to Low by Morningstar Sustainalytics.In April 2023, Ingersoll Rand received an ESG Risk Rating of 12.8 from Morningstar Sustainalytics, ranking it second in the Machinery industry group, which places it in the 1st percentile for its industry. This risk rating also places Ingersoll Rand in the 6th percentile of all companies rated by Morningstar Sus

Companies Plan to Provide New Books to Elementary Schools to Celebrate New DG Store Openings

First ever AAA-rated RMBS securitization comprised entirely of mortgage loans originated and sold by a Community Development Financial Institution (CDFI). The credit rating was issued by both S&P and DBRS Morningstar.$283 million of residential mortgage loans backed the significantly oversubscribed ESG offering was designated as a social bond by Institutional Shareholder Services (ISS).Financing enables Change to make homeownership more affordable for loans to Black, Latino, and other underbanked prime borrowers.

Asset managers expect nearly two-thirds of investment portfolios to contain ESG elements within a decadeIn one year, the number of asset management companies incorporating ESG principles in fixed income increased from 42% to 76%Asset managers found significant improvement in ESG tools, metrics, and services

Windstream, a privately held communications and software company, today released its 2021 Environmental, Social and Governance Report, highlighting the accelerated pace and expanded scope of its ESG programs and disclosures during the past year.“I am proud of the progress that Windstream made across a range of Environmental, Social and Governance factors in 2021,” said Tony Thomas, president and CEO of Windstream. “We have more to do, but Windstream has clearly positioned itself to continue to m

DG Partners with the Kellogg Company for Second Year to Provide 100 New Books for New Store Openings

DBRS Morningstar published a commentary titled, “Women at Canada’s Large Banks: Closing the Gap,” which focuses on labour force gender equity, women in leadership, and the pay gap at Canada’s big six banks.Some of the highlights of the commentary include:Female labour force participation in the finance, insurance, real estate, rental, and leasing sectors remains strong despite disruption by the coronavirus pandemic, which caused a disproportionate number of women to leave their jobs at the onset

Windstream President and CEO Tony Thomas today helped kick off ESG@Wake, a competition hosted by the Wake Forest University School of Business that gives students an opportunity to contribute to the University’s ongoing commitment to achieving its environmental, social and governance (ESG) goals.Windstream, a privately held communications and software company, is a sponsor of ESG@Wake, underscoring the importance the company places on ESG factors.“It’s an honor to join the Wake Forest faculty an

AptarGroup, Inc. (NYSE: ATR), a global leader in drug delivery, consumer product dispensing and active material solutions, announced today that it has been ranked #1 on Forbes’ Green Growth 50 2021 inaugural list. As part of the Green Growth 50, Forbes is highlighting large American corporations that have managed to cut their greenhouse gas emissions, while simultaneously growing earnings.This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/2

Wabtec Corporation (NYSE: WAB) released today its 2021 Sustainability Report, which highlights the company’s accomplishments and commitments to building a more sustainable future by developing innovative technologies, driving responsible operations, and empowering people and communities around the globe.“For more than 150 years, Wabtec has looked for ways to improve safety and make a positive impact on people and the planet,” said Rafael Santana, President and CEO of Wabtec. “Today, the scope of

North America now leads the world in ESG adoption; No longer a phenomenon driven primarily by millennials, women, wealthy and European investors, global demand for ESG investments is accelerating among mainstream of investorsInvestors’ top reason for investing in ESG is to help support the environment; Nearly as many see it opening up new investment opportunities as concerns about performance trade-off fadesMost investors believe that solutions to climate change and social problems is not up to government alone. Companies and private capital seen as crucial to sustainability and accountabilityHalf (49%) of investors now asking for ESG to be integrated in the investment analysis process; Lack of knowledge about ESG strategies is biggest roadblock to broader adoption

This is the second in a series of commentaries discussing the Environmental, Social, and Governance (ESG) factors that could affect the ratings of banks rated by DBRS Morningstar. In this second commentary, DBRS Morningstar discusses the three governance risk factors that DBRS Morningstar considers in the ratings analysis of banks. The negative impact of mismanaged governance usually feeds through banks' profits as a result of penalties, and/or payments for compensation, and/or loss of business.

The Index Industry Association (IIA) reports in a major survey that asset managers expect ESG investing to accelerate rapidly, but challenges remain.

In Partnership with Kellogg Company, DG to Provide 100 New Books for New Store Openings

Windstream, a privately held communications and software company, has received an 18.5 ESG Risk Rating, placing it in the low risk category of experiencing material financial impacts from environmental, social and governance (ESG) factors by Sustainalytics, a Morningstar company. Windstream received the second lowest risk rating among U.S.-based telecommunications providers as of February 2021.“Sustainalytics’ comprehensive ESG Risk Ratings assessment demonstrates that Windstream continues to po

Momentum is building in the Xtrackers MSCI USA ESG Leaders Equity ETF (NYSE Arca: USSG) after it broke through the USD 3 billion in assets under management level last month.The increasing popularity of the product reflects growing investor interest in environmental, social and governance (ESG) ETFs. The ETF tracks large- and mid-cap U.S. stocks, with similar risk and return characteristics to the MSCI USA Index, but with a weighting towards companies with the strongest ESG characteristics relati

The Rockefeller Foundation provides $3 million in operating capital to Impact Shares, the first 501(c)(3) nonprofit exchange-traded fund platform on the market

Twelve newly added funds provide environmental/social choices for participants

Girls Who Invest has impacted over 700 women across its programs; The number of internship partner firms has grown to approximately 100

Girls Who Invest has impacted over 700 women across its programs; The number of internship partner firms has grown to approximately 100

Leading creative agency uses power of design to support gender equality

Rigorous Filtering Leads to Enhanced ESG Strategies

American Water Works Company, Inc. (NYSE: AWK), the largest publicly traded U.S. water and wastewater utility company, announced today it has been named to the newly-launched NAACP Equity, Inclusion and Empowerment Index. “We are extremely honored to be included in the inaugural NAACP Equity, Inclusion and Empowerment Index,” said Susan Story, president and CEO of American Water. “American Water is a values-driven company, and our employees repres