Morningstar Archives - Sustainable Value Investors

Corporate Governance, ESG, ESG Rating, Publications / 21.08.2025

ESG Investor Reactions to the West Bank and Gaza Conflict: Regional Patterns and Strategic Distinctions (2024–2025)

The escalation of Israel’s military operations in Gaza and the continued expansion of settlements in the West Bank have brought renewed scrutiny of corporate involvement in these territories. However, the overall ESG investor response cannot be described as a full-scale sector-wide shift. Instead, what has...

Corporate Governance, ESG, Financial Institutions / 01.08.2020

US Administration deterrence against ESG strategies

Despite the worldwide increase in ESG and sustainable investments, in the USA we are assisting to a great deterrence against ESG policies reviving the old objection they provide low returns, which has not been supported by the facts. In the last decade, a fundamental shift towards sustainable...

ESG / 14.07.2020

Trump administration sets the clock back on ESG integration in pension investments

The US Department of Labor has issued a new rule proposal that requires pension funds fiduciaries to prove that by implementing ESG-oriented investments they are not sacrificing financial returns to social good, regardless of investors' preferences. The PRI, Morningstar and Nuveen have already expressed their opposition to...

ESG Rating / 21.04.2020

Morningstar takes 100% control of Sustainalytics in €170m total deal

As of April 21, 2020, Morningstar, leading provider of independent investment research with headquarters in Chicago, announced it has reached an agreement to acquire Sustainalytics, ESG Ratings provider with headquarters in Amsterdam. Morningstar currently owns an approximate 40% ownership stake in Sustainalytics, first acquired in...

ESG Rating / 24.07.2017

Morningstar acquires 40% in Sustainalythics

As of July 24, 2017 Morningstar, a leading provider of independent investment research with heaquarters in Chicago, announced that it had acquired a 40% ownership stake in Sustainalythics. Nearly two years after partnering with Sustainalytics to develop ESG ratings of funds, Morningstar acquired the 40% stake...

ESG Rating / 14.10.2016

Morningstar to acquire PitchBook Data

As of October 14, 2016 Morningstar announced it has achieved an agreement to acquire PitchBook Data, Inc. PitchBook, founded in 2007, delivers data, research, and technology covering the breadth of the private capital markets, including venture capital, private equity, and mergers and acquisitions (M&A). PitchBook...