Sustainability and Climate Regulatory Toolkit
Sustainability and Climate Regulatory Toolkit

Sustainability and Climate Regulatory Toolkit

Integrated data and tools for regulatory alignment and reporting

Stay informed of sustainability and climate regulations and simplify reporting with tools to support mandatory and voluntary disclosure. We help investors and capital-market participants get ready for disclosure and fund-naming rules with data, metrics and reporting solutions informed by our regional experts. 

Simplify alignment

Inform your disclosures using the same data you use to chart investment strategy and manage risk.

Expedite reporting

Streamline your disclosure process and focus on what matters most to your business with our reporting-ready templates and a suite of framework-aligned reports.

Navigate fund names and labels

Easily understand fund names and labels with off-the-shelf issuer-level screens and over 300 metrics designed to support portfolio construction and due diligence.

Align risk management practices

Use our integrated data, metrics and signals to help with risk management and prudential requirements.

Simplify sustainability compliance and disclosure in every region 

One convenient source

Our integrated data centralizes sustainability and climate risk management, investing and reporting. Build portfolios, manage risk, and report on exposures and progress leveraging data used across your investment process. Our sustainability and climate data covers over 11,000 issuers, 175 sovereigns and more than 53,000 equity and fixed income funds.2

Depth and quality of data

Report confidently knowing we subject our data to rigorous quality checks, dual-vendor verification and a correction policy designed to enhance reliability.

Expertise within reach

Our team of experts — including sustainability analysts, a policy research team and local consultants — monitors markets, consults with experts and participates in working groups to keep you informed of relevant regulatory trends globally.

Used by leaders

MSCI is a leading provider of SFDR entity-level reporting tools to top 50 global asset managers.3 The largest owners and managers of assets, banks and insurers use our data and tools to streamline climate and regulatory alignment and reporting.

Experience and expertise

We have decades of experience providing clients with data and tools to enable them to prepare for sustainability and climate reporting requirements, conduct scenario analysis and stress testing, and navigate an evolving landscape of sustainable finance regulations and frameworks.

 

Simplify and streamline alignment

Use our data, metrics and reporting tools to manage sustainability and climate regulatory requirements in every region.

Take charge of ISSB reporting

Disclose material information about climate and sustainability risks and opportunities and show performance against targets using our reporting-ready templates, scenario analysis tools, climate risk reports, and data and metrics.

Navigate EBA Pillar 3 requirements

Measure and report on climate risks in line with the European Banking Authority’s ESG Pillar 3 framework on prudential disclosure. Disclose risks and actions to mitigate them for the framework’s four main categories and 10 templates.

Simplify CSRD alignment

Assess double materiality and report on climate and sustainability using the European Sustainability Reporting Standards (ESRS). Get data on risk, impact and opportunities including emissions, biodiversity, carbon credits, Principle Adverse Impacts (PAIs), nature-related risks and financed emissions.

Show EU Taxonomy alignment

Measure and report EU Taxonomy alignment for companies, funds and indexes in your portfolio with investment-grade data and plug-and-play reporting templates.

Prepare for California's Climate Disclosure Law

Get ready for California’s SB-253 and SB-261 using MSCI’s climate data, models and reporting tools — helping you measure emissions, assess financial risk and build assurance-ready disclosures.

Streamline SFDR disclosures

Assess and disclose sustainability risks and impacts with issuer-level data and aggregated portfolio- and fund-level assessments to align with SFDR disclosure requirements. Report PAIs and file entity- and product-level disclosures.

Prepare for the UK’s Sustainability Disclosure Requirements

Easily compile reporting-ready data for entity- and product-level disclosures. Clarify fund labels and show how sustainability risks and opportunities are being managed across your investments.

Regulatory reporting, simplified and scaled.
Use ready-to-report templates and framework-aligned tools to help you prepare for the ISSB framework, EU Sustainable Finance Regulations, UK Sustainability Disclosure Requirements and more.

Customize reports to  your needs, reuse past reporting and generate submissions across your portfolio or enterprise – faster and with less effort. 

Ready to simplify your sustainability compliance and reporting?

The MSCI difference

With a full range of integrated sustainability and climate data, we aim to help you align with regulatory requirements and simplify reporting across your entire portfolio. 4

40+

Years of experience deriving, modeling and verifying sustainability data

400+

In-house climate data, policy and local-country experts shaping our solutions and helping to answer to your questions at every stage

3,000+

Sustainability and climate change metrics

6,000+

EU regulatory alignment metrics for equity, fixed income and custom indexes

Additional resources

MSCI’s Sustainable Finance newsletter

Stay ahead of sustainability disclosure and get the latest updates on our sustainability and climate metrics in your inbox.

CSRD Double Materiality Assessment

Assess how a company’s business activities may positively or negatively impact society or the environment using our reporting framework.

Related to sustainability and climate regulation

Sustainability Solutions

Measure, report and act on material risks and opportunities.

1 As of June 2024.

2 As of June 2024.

3 Based on an MSCI assessment of the PASI statement of the top 50 global asset managers by AUM in 2023.

4 All datapoints are from MSCI Sustainability and Climate as of December 2023.

For all references to laws, rules or regulations, please note that the information is provided “as is” and does not constitute legal advice or any binding interpretation. Any approach to comply with regulatory or policy initiatives should be discussed with your legal counsel and/or the relevant competent authority, as needed.