Cooperation to Offer Broader Insights for Sustainable Investing
Internationally active companies BlueOnion, headquartered in Hong Kong and Netherland-based Morningstar Sustainalytics, collaborate to expand sustainable investment and due diligence coverage.
“This collaboration addresses the growing challenges of greenwashing in sustainable investment products,” the Chinese company underlined. With the surge in Environmental, Social and Corporate Governance (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 the data of the partners would “enhance the financial sector’s efforts in meeting compliance requirements in a transparent and fuss-free manner”.
According to the information, the BlueOnion Sustainable Finance Disclosure Regulation (SFDR) product and Morningstar Sustainalytics’ data expand coverage to 300,000 mutual funds, Exchange Traded Funds (ETFs), and 93,000 bond funds, offering broader insights for sustainable investing. The platform would standardize sustainability product measurement, align with the EU SFDR, and empower organizations to analyze ESG performance, assess carbon emissions, avoid controversies, and address climate change. At the same time, it would meet 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,” Nick Cheung, Managing Director of Enterprise Products, Greater China, Morningstar, was cited.
As emphasized, the collaboration allows clients to 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”. Furthermore, it would exemplify BlueOnion’s and Morningstar Sustainalytics’ 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.”
BlueOnion is an end-to-end sustainability analytics platform. Banks, asset managers, institutional investors, and companies would rely on the company to assess carbon emissions, analyze ESG performance, conduct climate scenario analysis, and build green portfolios. “The platform supports sustainability reporting, climate risk management, and compliance with anti-greenwashing regulations, enabling organizations to meet regulatory, investor, and customer expectations.”
Morningstar Sustainalytics is a leading sustainability data, research, and risk rating service provider. It supports investors in developing responsible investment strategies. With over 30 years of expertise, the company helps financial institutions integrate sustainability risk assessments into their investment processes while ensuring compliance with evolving sustainability regulations. sustainalytics.com
(Published in GLOBAL RECYCLING Magazine 2/2025, Page 6)
