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Request for Stakeholder Feedback

Proposed Updated Methodology


Second-Party Opinions Methodology for Labelled Use of Proceed Instruments

Morningstar Sustainalytics is seeking feedback on a proposed methodology for Second Party-Opinions (SPO) of Use of Proceeds Instruments. This methodology provides an assessment of use of proceeds instruments, such as green and social bonds, and the frameworks that support them.

The key signals of the opinion provide our view on the instrument or framework’s alignment with voluntary market principles, as well as their contribution towards sustainability. Most notably, this enhanced methodology provides a clearer signal to enhance understanding and comparability of a framework’s sustainability contribution.

Complete the form on this page to access the methodology. We welcome your feedback which can be communicated according to the details below.

Feedback timeline: Open from Oct. 21 - Nov. 21, 2024. 

Submit your responses here:* Stakeholder Feedback - Use of Proceeds SPO Methodology

General questions may also be sent to our regional contacts at:

  • Americas: susfinance.americas@morningstar.com 
  • EMEA: susfinance.emea@morningstar.com 
  • APAC: susfinance.apac@morningstar.com 

* Feedback received will be exclusively stored internally. 

Download Methodology: