Sustainability-related risks and opportunities play an increasingly important role in how investors assess companies. But the assessment must also include evaluating ESG-related factors along a company’s value chain.   

The new report in our “10 for” series highlights the ESG themes we think will affect corporate value chains in 2025. For each theme, we highlight a company that is leading by example in mitigating relevant ESG risks and developing related solutions. Drawing on Morningstar Sustainalytics’ latest research, this report shares insights that supplement fundamental stock analysis and support sustainable investment decision making, portfolio construction, corporate financing and engagement strategies.  

Readers of the report will learn about the following ESG themes:  

• How data centers and utilities are addressing the demand for more energy. 

• Artificial intelligence and its potential benefits in the healthcare and oil and gas sectors.  

• Transition finance and the opportunities it may present to the banking sector.  

• The investment risks posed by the low carbon transition. 

• Resilient infrastructure and its growing necessity as extreme weather events continue. 

• How the sourcing of critical minerals needed for decarbonizing the global economy presents its own set of risks.  

• What it takes to build a responsible food supply chain. 

• How government regulations and changing consumer patterns are impacting the consumer goods and alcohol industries. 

Download the report to learn more.