Jantzi-Sustainalytics

What Jantzi-Sustainalytics does

Sustainalytics, formerly Jantzi-Sustainalytics and now operating as a wholly-owned product brand of Morningstar Inc. (NASDAQ: MORN), is a Toronto-headquartered ESG research and ratings provider originally founded in 1992. The platform delivers sustainability analytics, climate risk metrics, and regulatory compliance solutions to a global base of institutional investors, asset managers, corporate entities, and advisors, with the United States as the primary served market and global reach outside India.\n\nThe product suite is organized into four pillars: ESG Research (ESG Risk Ratings built on 100+ indicators across exposure, management and controversies, plus Impact Solutions, Compliance and ESG Screening, Controversies Research, Country Risk Ratings, and Country Screening and Sanctions Research); ESG Regulatory Solutions (EU Taxonomy, SFDR, CSRD, European Banking Authority Pillar III disclosures, and an ESG Regulatory Insights Hub); Climate Solutions (Physical Climate Risk Metrics, Low Carbon Transition Ratings, Carbon Emissions Data, NZIF Data, Nature Data, and TCFD-aligned Climate Reporting); and Analytic and Reporting Solutions. Delivery channels include the Global Access research platform, Screening Services, API and Data Feed endpoints for programmatic integration, Partner Platform connections, ESG Licenses for corporate licensees, Use of Proceeds Second Party Opinions for sustainable finance instruments, and a Published Projects database. Supporting go-to-market assets include flagship research reports, the Sustainability in Conversation podcast, webinars, and active participation in industry events.\n\nThe revenue model rests on recurring subscriptions to ESG ratings, research and screening; enterprise licensing of ESG data and ratings for corporate stakeholder communications; and programmatic API and data feed contracts. Go-to-market is enterprise-led, using direct consultative sales targeting institutional investors and large corporates, complemented by self-serve Global Access and partner-platform channels for mid-market and fintech buyers. The firmographic listing of 11 employees appears to reflect a legacy legal entity rather than the operating Sustainalytics business unit within Morningstar.

Name

Jantzi-Sustainalytics

Legal name

Sustainalytics

Website

https://jantzisustainalytics.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Sustainalytics, formerly Jantzi-Sustainalytics and now a Morningstar brand, is a Toronto-based ESG research and ratings provider offering ESG risk assessments, climate analytics, and EU regulatory compliance tools to institutional investors, asset managers, and corporates globally.

Ownership category

akta.pro rank

Product category

ESG Data and Analytics

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282)

akta.pro primary industry

ESG Data, Ratings & Research (Providers, Methodologies, Analytics) (FSAAALAJ)

akta.pro secondary industries

ESG & Sustainability Research (FSACAGAH), Sustainable Finance & ESG Ratings/Benchmarking Support (EUAHAJAH)

Keywords

• ESG risk ratings
• Sustainable finance data
• Climate risk analytics
• Corporate sustainability research
• ESG regulatory compliance

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. ESG Data & Ratings Subscriptions: Annual subscription-based access to ESG risk ratings, research reports, screening services, and analytics platforms for institutional investors and asset managers
2. Enterprise Licensing: Corporate ESG licenses allowing companies to access Sustainalytics' research database, risk ratings, and sustainability insights for internal use
3. API & Data Feed Solutions: Programmatic data delivery solutions for clients requiring automated ESG data integration into their own systems and platforms

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

Sustainalytics provides ESG research, ratings, and analytics to institutional investors, asset managers, and corporations. Its offerings include company-level ESG Risk Ratings, climate transition and physical climate risk metrics, controversy monitoring, country risk assessments, and regulatory compliance solutions (EU Taxonomy, SFDR, CSRD, EBA Pillar III), delivered via the Global Access platform, API/data feeds, and partner platform integrations.

Product overview

Sustainalytics (now part of Morningstar) is an ESG and sustainability research and ratings platform offering a comprehensive suite of solutions organized into four main categories: ESG Research (including ESG Risk Ratings, Impact Solutions, Controversies Research, and Country Risk Ratings), ESG Regulatory Solutions (including EU Taxonomy, SFDR, CSRD, and EBA Pillar III compliance tools), Climate Solutions (including Physical Climate Risk Metrics, Low Carbon Transition Ratings, Carbon Emissions Data, Nature Data, and Climate Reporting/TCFD), and Analytic & Reporting Solutions. The platform also provides data access via Global Access, API & Data Feed Solutions, and Partner Platforms integrations. For corporate clients, Sustainalytics offers ESG Licenses, Top-Rated Companies designations, Use of Proceeds SPOs, and Published Projects database. The offering is structured as a modular platform where clients can access research and ratings independently or through integrated data feeds and partner platform connections.

Differentiator

Problem solved

Functional benefit

Products and services

• ESG Risk Ratings Company-level ESG risk assessments evaluating environmental, social, and governance performance and exposure to material ESG risks; designed for institutional investors and corporate clients integrating ESG into investment and reporting processes.
• Global Access Platform Self-service ESG data platform that provides access to Sustainalytics' research, ratings, controversy alerts, and screening tools for institutional investors.
• API and Data Feed Solutions Programmatic API and data feed access to Sustainalytics' ESG data, ratings, research, and screening capabilities, enabling automated integration into client proprietary systems and platforms.
• Screening Services Customizable ESG screening services for investment portfolios, including negative screening, norms-based screening, and custom exclusion lists aligned to client mandates.
• Partner Platforms Integration Distribution of Sustainalytics ESG data and research through integrations with third-party ESG investment platforms and portfolio management systems.
• Climate Solutions Suite Suite of climate analytics products including Physical Climate Risk Metrics, Low Carbon Transition Ratings, Carbon Emissions (Scope 1/2/3) Data, NZIF Data Solution, Nature Data, and TCFD-aligned Climate Reporting; used by investors for climate-aligned portfolio analysis and by corporates for transition planning.
• EU Sustainable Finance Regulatory Solutions Regulatory compliance offerings covering EU Taxonomy alignment assessments, Sustainable Finance Disclosure Regulation (SFDR) reporting, Corporate Sustainability Reporting Directive (CSRD) compliance, and European Banking Authority (EBA) Pillar III ESG disclosures for banks.
• ESG Licenses License agreements that allow corporate clients to access and use Sustainalytics ESG Risk Ratings for investor relations, sustainability reporting, and stakeholder communications.
• Use of Proceeds Second Party Opinions (SPOs) Independent Second Party Opinions (SPOs) for green, social, and sustainability bonds where use of proceeds is tied to specific environmental or social projects; targeted at issuers and underwriters of sustainable finance instruments.
• Controversies Research Research and monitoring of corporate ESG controversies, including environmental incidents, social violations, and governance failures; used to flag reputational and investment risk in portfolios.
• Country Risk Ratings and Country Screening Sovereign ESG risk ratings and country-level sustainability assessments, including sanctions and trade restriction research, used by investors for country-level investment screening and risk evaluation.

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• MSCI ESG Research: A leading global provider of ESG ratings, screening, and climate data for institutional investors. Directly comparable to Sustainalytics in product scope (ESG risk ratings, climate metrics, regulatory solutions), target customers, and subscription business model.
• ISS ESG: Institutional Shareholder Services' ESG business provides ESG ratings, climate solutions, and stewardship services to institutional investors. Directly comparable in target market (asset managers, pension funds) and rating/research product offering.
• FTSE Russell ESG: FTSE Russell's ESG data and index business provides ratings, models, and sustainable indices used by asset managers globally. Directly comparable in ESG ratings and index-adjacent data products serving institutional investors.
• LSEG (Refinitiv) ESG: London Stock Exchange Group's ESG data arm (formerly Refinitiv) provides ESG scores, climate data, and screening tools. Competes head-to-head with Sustainalytics for institutional investor and corporate ESG data subscriptions.
• Moody's ESG Solutions: Moody's unit offering ESG scores, climate risk analytics, and sustainability data for investors and corporates. Competes directly with Sustainalytics across ratings, climate, and EU regulatory compliance product lines.
• S&P Global Sustainable1: S&P Global's ESG and sustainability business offering corporate ESG scores, climate analytics, and regulatory solutions. Directly competes with Sustainalytics across ESG ratings, carbon data, and EU regulatory compliance products for institutional asset managers and corporates.
• Bloomberg ESG Data: Bloomberg's ESG data offering, integrated into the Bloomberg Terminal, provides ESG scores, climate metrics, and regulatory datasets. A direct competitor leveraging the Terminal's massive installed base among institutional investors.

Emerging players

• Truvalue Labs (now part of S&P Global Sustainable1): AI-driven ESG data and analytics provider (acquired by S&P Global). Overlaps with Sustainalytics in real-time ESG controversies and alternative data analytics for institutional investors.
• EcoVadis: Provider of business sustainability ratings, primarily used by procurement teams and supply chain risk programs. Overlaps with Sustainalytics' corporate ESG ratings use case but is focused on supply-chain sustainability rather than investor ESG analysis.
• CDP (Carbon Disclosure Project): Global nonprofit running the largest corporate environmental disclosure system. Overlaps with Sustainalytics' climate and environmental impact offerings for investors but operates on a disclosure-based rather than rating-fee model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Sustainalytics
• Facebookfacebook.com/Sustainalytics
• LinkedInlinkedin.com/company/jantzi-sustainalytics

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jantzi-Sustainalytics