As sustainability becomes an increasingly important part of investing, access to clear, reliable information matters more than ever.
Craigs has enhanced how it provides sustainability information to clients, partnering with global ESG research leader Morningstar Sustainalytics to deliver more comprehensive and up-to-date insights across the companies we cover.
Combining global research with local expertise
Craigs has been providing in-house sustainability assessments since 2019, supported by a dedicated team focused on analysing companies’ activities, impact and resilience through an ESG lens.
Morningstar Sustainalytics is a leading independent ESG and corporate governance research provider, with a global team monitoring more than 20,000 companies worldwide.
This partnership brings together the strength of globally recognised data with Craigs’ local knowledge and analysis, offering clients a more robust and complete view of how their investments measure up across environmental, social and governance factors.
A clearer, more practical view of sustainability
Craigs’ sustainability team uses Morningstar Sustainalytics data to develop enhanced sustainability summaries, designed to give advisers and their clients a simple but thorough understanding of the companies they invest in.
These summaries bring together a wide range of recognised ESG indicators in one place, including:
- ESG risk ratings, with global and industry rankings
- Business activity exposure, highlighting involvement in less sustainable activities
- Controversy monitoring, including severity, key issue and details
- UN Global Compact screening, identifying compliance or breaches
- Sustainable revenue and impact metrics
Together, these insights help build a clearer picture of how companies are managing sustainability risks and opportunities.
Supporting better conversations and decisions
Craigs’ Senior Sustainability Analyst, Vanessa Stevens, says combining leading global data with local interpretation ensures clients receive information that is both current and relevant.
“Interpreting global data through a local lens means we can deliver sustainability insights in a clear, practical way that is useful for our clients.
“One of the most important ways we can support sustainable investing is by helping clients understand how their investments align with their values and giving them visibility of companies’ sustainability practices.”
The updated summaries are designed to support more meaningful conversations between advisers and clients, making it easier to:
- understand sustainability risks within a portfolio
- identify exposure to specific industries or activities
- consider how investments align with personal values
Supporting a personalised approach to investing
Sustainable investing is not one-size-fits-all. What matters is having access to information that supports decisions aligned with individual preferences and goals.
These enhancements provide greater clarity and confidence, helping clients better understand their investments and make informed choices about what matters most to them.
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Vanessa Stevens
Senior Sustainability Analyst
Market Insights enewsletter
Keep up to date with our fortnightly Market Insights enewsletter. Our research team provide timely and regular commentary and analysis on market developments, understanding investment jargon, and the impact of current events.