Stewardpoint Joins Forces with Morningstar Sustainalytics for Enhanced Stewardship Data Access

Stewardpoint Partners with Morningstar Sustainalytics

On April 23, 2025, Stewardpoint, an innovative firm specializing in stewardship execution tools, revealed a new co-promotion and data licensing agreement with Morningstar Sustainalytics. This partnership is designed to enrich the resources available to asset managers, asset owners, NGOs, and other responsible investors.

What This Partnership Means

By integrating Morningstar Sustainalytics' company engagement data into its platform, Stewardpoint enables its users to enhance the execution, management, and reporting of their stewardship activities. This initiative ensures that users' objectives align seamlessly with their stewardship goals, significantly contributing to their investment strategies.

According to Jeff Marsh, Founder and CEO of Stewardpoint, this collaboration marks a pivotal step in the stewardship landscape. He stated, "Incorporating Morningstar Sustainalytics data onto our platform represents a significant advancement. By merging our stewardship tools with Morningstar's extensive data solutions, we are equipping our users with the vital insights they need to make informed investment decisions."

The integration entails that Stewardpoint's advanced stewardship tool will now be accessible to Morningstar Sustainalytics clients who use the Stewardpoint platform. This collaboration aims to provide valuable insights that will enhance decision-making processes across a range of stakeholder engagement efforts.

Enhancing Stewardship Capabilities

Ruthann Bartello, Senior Director of Global Stewardship for Morningstar Sustainalytics, echoed this sentiment, expressing excitement about the partnership. She emphasized that clients will now have access to high-quality stewardship tools and resources to effectively engage with their portfolio companies. As the investment landscape becomes increasingly complex, this partnership aims to simplify enduring stewardship challenges.

Stewardpoint's offering is set to leverage reputable data from Morningstar Sustainalytics, thereby empowering investors to fulfill their fiduciary duties while aligning with their clients’ stewardship objectives. This seamless integration of services is designed to streamline stewardship efforts, significantly enhancing the capabilities of investors in managing their engagements.

The Importance of Informed Investment Decisions

The collaboration is not just about having access to more data; it is pivotal in demonstrating accountability and prudent stewardship. As asset managers and owners face growing pressures from stakeholders to meet sustainable investment practices, having a robust suite of tools at their disposal can make a large difference. With the right information and tools from both stewardship entities, investors can navigate the evolving financial landscape with greater confidence.

Stewardpoint's innovations in stewardship execution, management, and reporting tools are critical for institutional investors who must manage complex investment portfolios. By harnessing the strengths of both firms, this partnership empowers them to effectively engage with the companies they invest in, pushing for responsible corporate behavior and adherence to ESG principles.

Looking Ahead

As this collaboration unfolds, it is expected to push the stewardship practice further, empowering investors with robust tools and data needed for comprehensive engagement. For Stewardpoint, partnering with Morningstar Sustainalytics is not just about expanding their toolset; it is a commitment to fostering sustainable practices that align with client expectations in a rapidly changing investment ecosystem.

In summary, this agreement underscores a significant development for both Stewardpoint and Morningstar Sustainalytics, establishing a foundation for improved stewardship analytics and engagement resources that can lead to increasingly responsible investment practices among users and their portfolio companies.