Creating Custom ESG Reports with Morningstar

Presented by

Ana Georgiou, Sam Cone, Shila Wattamwar

About this talk

Join us for a live webinar on December 7th at 9:30 am CDT to learn how Morningstar’s sustainable framework and reporting capabilities can help you tell your ESG story to your clients and perform due diligence through a sustainability lens. Register to learn how we can help you: - Learn about the market insights used to build our ESG Report Template - Create an ESG Report and surface key ratings - Use the Morningstar Sustainable Framework to guide you through the entire process, from research, to analysis to reporting – all tailored by your chosen ESG strategy. As sustainability becomes part of every investing conversation, a flood of environmental, social, and governance (ESG) ratings and datasets have entered the market. Our reporting offerings cut through the noise by highlighting what’s important for you and your clients. Communicating with your clients requires more than just a one-size-fits-all approach. Use Morningstar's foundational sustainable investing framework, which outlines the various paths investors can take to act on their sustainability objectives, to focus your message and create leading, personalized reports. Speakers: Ana Georgiou: Director of Client Solutions, Advisor Segment, EMEA Sales Sam Cone: Product Manager, Reporting Solutions, EMEA, Direct ESG Shila Wattamwar: Executive Director, ESG Product Strategy, Sustainalytics

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