Climate solutions to help navigate Australian climate related financial disclosures
The proposed Climate Related Financial Disclosures are pressing Australian investors to develop and validate net-zero strategies, monitor their progress, and report on their exposure to climate-related risks and opportunities. Morningstar’s end-to-end climate solutions help investors navigate reporting requirements and address the investment implications of climate change.
GUIDANCE DOCUMENT
Australian Climate Related Financial Disclosures
The Australian Climate Related Financial Disclosures (CRFD) have been developed by Treasury and the Australian Accounting Standards Board (AASB) to assess and manage the systemic risks climate change presents to the financial system.
Download our Australian CRFD Guidance Document for an overview of the climate-related financial disclosures as outlined in ED SR1 – Australian Sustainability Reporting Exposure Draft and Morningstar Sustainalytics’ solutions to support these disclosures.
Our solutions and the CRFD
Morningstar has the research, data and reporting capabilities to support Australian financial institutions with their CRFD reporting requirements. Morningstar Sustainalytics’ climate specialists have analysed the proposed legislation and draft CRFD standards and have mapped these requirements to our climate solutions.
Our proposed CRFD data solution includes the following research:
Carbon Emissions Data
Morningstar Sustainalytics’ Carbon Emission Data provides investors with powerful insights to assess and analyse companies’ GHG emissions across Scope 1, 2 and 3.
Learn MoreLow Carbon Transition Risk
Morningstar Sustainalytics’ Low Carbon Transition Ratings provide top-level signals on implied temperature rise and value-at-risk, assessing companies’ current alignment to a net-zero pathway.
Learn MorePhysical Climate Risk
Assess the physical risks and financial impacts of Climate Change on your portfolio using Morningstar Sustainalytics Physical Climate Risk Metrics.
Learn MoreClimate reporting template
The Morningstar Climate Report provides a comprehensive assessment of a portfolio's climate-related risks and opportunities by monitoring a range of key climate metrics relevant for ISSB-style disclosures such as the Australian CRFD. It employs a multifaceted approach to evaluate the portfolio's risk and opportunities.
Morningstar Sustainalytics can also support and supplement the report template with redistribution and data to support regulatory requirements.
Key metrics and analyses include:
By combining these analyses, the report offers insights into the portfolio's alignment with a net-zero future, potential risks, and opportunities for climate-related investment.
WEBINAR SERIES
Australian Climate Related Financial Disclosures
Morningstar has been running a series of webinars focused on fostering conversation and engagement around the upcoming climate-related financial disclosure. In the first webinar held in April 2024, we learned more about the proposed requirements to date and what the compliance journey for asset owners, asset managers and banks might look like, watch this discussion with industry leading specialists in law, consulting and from within the industry in our very first Australian CRFD webinar.
In the second webinar held in August, we spoke to industry specialists in other jurisdictions that have worked on equivalent climate-related disclosures both from a mandatory and a voluntary perspective.
Both webinars are streaming now.
End-to-end climate solutions
Flexible and customisable data and reporting solutions to meet different needs.
Building blocks
Company, fund and portfolio analytics for reporting
- Company Level Climate Data
- Fund Level Climate Data
- Fund and portfolio Look-through
- Entity Portfolio Climate Analytics
Report creation
Custom-designed reports using Morningstar, Client or 3rd Party data
- Fund Level TCFD-aligned Reports
- Entity Level Metrics Supplement
- Climate Regulatory Reporting
- Climate Factsheets and Client Reporting
Aggregation and report creation
Full-service solution with custom-design & implementation
- Entity, Portfolio, Fund and Company Climate Analytics
- Portfolio Look-through
- TCFD-aligned Reports
- Climate Regulatory Reporting and Factsheets
Morningstar covers every angle of sustainable investing
30+
Years of ESG industry experience
120+
Climate Solutions team dedicated to investors
800+
ESG Research team
1200+
Global Institutional clients
4000+
ESG indexes
98000+
Funds covered with ESG Rating
Stay ahead of climate reporting requirements.
Manage climate risk, create disclosures and meet regulations with confidence — Morningstar and Sustainalytics can help you stay on track to meet your climate goals. Share your details below to speak to one of our specialists today.
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