With the surge in ESG assets and heightened regulatory scrutiny—such as the recent circular issued by the Hong Kong Monetary Authority (HKMA) on the Sale and Distribution of Sustainable Investment Products, the synergistic interplay between BlueOnion’s analytics and Morningstar Sustainalytics’ data will enhance the financial sector’s efforts in meeting compliance requirements in a transparent and fuss free manner.
Together,
the
BlueOnion
SFDR
product
and
Morningstar
Sustainalytics’
data
expand
coverage
to
300,000
mutual
funds,
ETFs,
and
93,000
bond
funds,
offering
broader
insights
for
sustainable
investing.
The
platform
standardizes
sustainability
product
measurement,
aligns
with
the
EU
SFDR,
and
empowers
organizations
to
analyze
ESG
performance,
assess
carbon
emissions,
avoid
controversies,
and
address
climate
change—all
while
meeting
regulatory
and
investor
expectations
with
transparency
and
confidence.
“Proper due diligence is essential for banks to meet regulatory compliance and for asset managers to build portfolios aligned with global sustainability standards. This process depends on robust data, analytics, and clear visualization. BlueOnion’s advanced analytics and visualization capabilities, together with our robust data, bridges a gap in the fixed income asset class and the small to mid-cap coverage. As a turnkey solution, it helps our banking and fund clients save time and costs,” said Nick Cheung, Managing Director of Enterprise Products, Greater China, Morningstar.
This collaboration allows clients to seamlessly integrate Morningstar Sustainalytics’ data with BlueOnion’s existing data and analytics solution on sustainability, offering clients an intuitive solution to tackle challenges in regulatory compliance and sustainability-focused investment strategies.
“We are excited to collaborate with Morningstar to deliver a transformative, turnkey solution that empowers banks and asset managers on their sustainability journey. By combining Morningstar’s unparalleled global fund data and analytics expertise with BlueOnion’s innovative platform, we provide deeper insights into funds pursuing sustainability integration, transition, and impact through EU taxonomy-related activities. Together, we are elevating industry standards in ESG research, data quality, and transparency, driving meaningful impact and innovation,” said Elsa Pau, Group CEO of BlueOnion.
This
collaboration
exemplifies
BlueOnion
and
Morningstar
Sustainalytics’s
commitment
to
supporting
financial
institutions
in
combating
greenwashing,
achieving
compliance,
and
advancing
the
global
ESG
agenda.
Together,
they
enable
clients
to
uncover
actionable
insights
and
drive
meaningful
progress
in
sustainable
investing.
Hashtag: #BlueOnion
The issuer is solely responsible for the content of this announcement.
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