RL360 - Morningstar - Fundamentals of ESG Materiality

Generic Links

Welcome to RL360's

dedicated financial adviser website

For financial advisers only

Not to be distributed to, or relied on by, retail clients

Morningstar - Fundamentals of ESG Materiality



An Overview for Investors

Materiality of ESG factors


In a rapidly changing world, environmental, social, and governance (ESG) factors are no longer just buzzwords — they represent real-world risks that have the potential to profoundly impact businesses for better or for worse. 

The impacts of climate change are intensifying, cyber threats loom large, and global supply chains have become more complex and interconnected, all while regulators seek to protect investors from greenwashing risks. Understanding and integrating ESG risk into your investment process could present both material risks and opportunities.  

The latest thought leadership piece from Morningstar Sustainalytics delves into the materiality of ESG factors, analyzing their influence on business viability and investment strategies.  



  • The Purpose of This Overview; The current state of the ESG landscape
  • What Makes an ESG Issue Material?
  • Approaches to integrate ESG factors
  • Three Key Reasons Why Investors Are Evaluating ESG Risk
  • Understanding How Mismanagement of MEIs Affects Business
  • Using Material ESG Data to Support Your Investment Approach.
  • The different approaches used to incorporate sustainable preferences
  • ESG Risk is Enterprise Risk. How regulations are aiding decision-making


Don't miss this essential guide to navigating the ESG landscape. Download your copy  📄





Morningstar’s Editorial Policies

Read Morningstar's editorial policy to learn more about their process.



June 024

Please note that these are the views of Morningstar and should not be interpreted as the views of RL360.



June 2024

Please note that these are the views of Morningstar and should not be interpreted as the views of RL360.

Fund Centres

Keep an eye on the performance of your clients' funds, view fund documents, research and compare funds using our comprehensive, interactive fund centres, powered by Morningstar. For products with a defined fund range.