Stewardpoint Partners with Morningstar Sustainalytics for Enhanced Stewardship Capabilities

Stewardpoint Enhances Stewardship Through Morningstar Sustainalytics Collaboration

In an important development for the sustainable investment community, Stewardpoint, known for its innovative stewardship execution and reporting solutions, has entered into a co-promotion and data licensing agreement with Morningstar Sustainalytics. This collaboration is set to significantly elevate the way asset managers and other sustainable investors engage with corporate governance data.

As of April 23, 2025, the agreement allows users of the Stewardpoint platform to access comprehensive engagement data from Morningstar Sustainalytics. This integration is particularly beneficial for asset managers, NGOs, and research institutions that are focused on sustainability and corporate governance. By utilizing this collaboration, stakeholders can effectively streamline their stewardship activities, ensuring that they align with their overarching stewardship objectives.

According to Jeff Marsh, Founder and CEO of Stewardpoint, integrating Morningstar Sustainalytics data is a pivotal advancement in stewardship practices. He stated, “By combining our stewardship tool with Morningstar's rich data solutions, we enhance our users' capabilities to make informed investment decisions and demonstrate prudent stewardship of capital.” This statement underscores the commitment of both firms to elevate stewardship practices in a data-driven investment climate.

The partnership is designed to provide Morningstar Sustainalytics' clientele access to Stewardpoint's advanced stewardship tools. This means clients will be empowered with valuable insights derived from robust data solutions for their decision-making processes. The focus on improving engagement with portfolio companies aims to equip investors with the resources needed to navigate an increasingly complex investment landscape.

Ruthann Bartello, Senior Director of Global Stewardship for Morningstar Sustainalytics, expressed enthusiasm for the partnership, emphasizing the added value this collaboration brings to clients through improved access to high-quality stewardship tools. She stated, “Our clients now have more ways to access high-quality stewardship tools and resources to effectively engage with their portfolio companies.” This sentiment resonates with the current market needs for greater transparency and accountability within investment strategies.

This collaboration signals a broader trend in the investment industry that prioritizes responsible investing and corporate governance. By combining their strengths, Stewardpoint and Morningstar Sustainalytics are not just addressing their clients' current needs but are also setting the stage for future developments in stewardship practices.

The integration of data and tools from both companies allows for a comprehensive approach to sustainability, helping investors not only fulfill their fiduciary duties but also adhere to the evolving role of stewardship in investment management. Clients of both Stewardpoint and Morningstar Sustainalytics are now better positioned to meet the growing demand for responsible investment strategies that prioritize long-term sustainability alongside financial performance.

In conclusion, the partnership between Stewardpoint and Morningstar Sustainalytics marks a significant milestone in stewardship and investment strategy development. As the demand for sustainable investment solutions continues to grow, this collaboration is likely to lead to more informed decision-making, ultimately benefiting investors and portfolio companies alike. Stakeholders are encouraged to embrace these advancements to enhance their stewardship efforts and align their investment goals with their clients' expectations.

For further information on Stewardpoint and its services, interested parties can contact Mason Gregory, Head of Investor Engagement, via email.