Investment Analytics · alternatives
Alternatives to Morningstar Sustainalytics
12 investment analytics tools sit alongside Morningstar Sustainalytics in this directory. Below is what separates each from Morningstar Sustainalytics on the figures we hold, price, model, tier count and rating, and a direct comparison for every one.
- Alternatives listed
- 12
- With a free tier
- 2
- Cheaper to start
- -
- Morningstar Sustainalytics starts at
- On request
Why people look past Morningstar Sustainalytics
Only what the record supports. Each point below is a figure on the Morningstar Sustainalytics entry measured against the tools listed beside it.
There is no free tier
The record for Morningstar Sustainalytics carries no free tier, so evaluating it means paying first. 2 of the 12 alternatives below can be used without paying.
What each alternative does differently
Ordered by the aggregated rating on each catalogue entry. Differences are drawn from price, pricing model, tier count and rating, the fields the category listing carries. For a feature-level difference, follow the head-to-head link on each card: those pages read both full records.
Indexes, Barra factor models, RiskMetrics risk, ESG ratings and private asset data
Priced and rated the same as Morningstar Sustainalytics on the figures we hold. The difference, if there is one, is in the feature records.
AI-driven sustainability, climate and SFDR data for investors and banks
- 1 tier to Morningstar Sustainalytics's 2.
Morningstar's investment analysis platform for fund research, flows and portfolio analytics
- 1 tier to Morningstar Sustainalytics's 2.
Real-time market data, news, analytics, messaging and execution across all asset classes
Priced and rated the same as Morningstar Sustainalytics on the figures we hold. The difference, if there is one, is in the feature records.
Alternative assets data on funds, managers, investors, deals and performance
- Can be used without paying; Morningstar Sustainalytics cannot.
- 3 tiers to Morningstar Sustainalytics's 2.
Market research, portfolio analytics and client reporting for advisers and investors
- Can be used without paying; Morningstar Sustainalytics cannot.
- Publishes an entry price of $39/month, where Morningstar Sustainalytics does not.
- Sold on a freemium model rather than quote.
- 6 tiers to Morningstar Sustainalytics's 2.
Every Morningstar Sustainalytics alternative at a glance
A dash means the catalogue entry carries no figure, not that the answer is nothing.
| Tool | Entry price | Model | Tiers | Head to head |
|---|---|---|---|---|
| Morningstar Sustainalytics (this page) | On request | Quote | 2 | |
| MSCIThe other large ESG ratings house; MSCI scores companies on a letter scale relative to industry peers rather than as an absolute unmanaged-risk figure, and bundles ratings with its index and risk-model business. | On request | Quote | - | vs Morningstar Sustainalytics |
| Clarity AIModel-driven rather than analyst-driven, so it claims far broader company and fund coverage and lets users reweight topics, at the cost of less analyst judgement per issuer. | On request | Quote | 1 | vs Morningstar Sustainalytics |
| Morningstar DirectMorningstar's own research platform, which carries Sustainalytics data alongside fund, equity and portfolio analytics for users who want ESG inside a wider workflow. | On request | Quote | 1 | vs Morningstar Sustainalytics |
| Bloomberg TerminalCombines its own ESG scores and company disclosures with market data and news, and also distributes Sustainalytics data to subscribers who license it. | On request | Quote | - | vs Morningstar Sustainalytics |
| Preqin | Free | Quote | 3 | vs Morningstar Sustainalytics |
| Koyfin | Free, then $39/month | Freemium | 6 | vs Morningstar Sustainalytics |
| YCharts | On request | Quote | 4 | vs Morningstar Sustainalytics |
| S&P Capital IQ Pro | On request | Quote | 1 | vs Morningstar Sustainalytics |
| PitchBook | On request | Quote | 2 | vs Morningstar Sustainalytics |
| LSEG Workspace | On request | Quote | - | vs Morningstar Sustainalytics |
| FactSet | On request | Quote | - | vs Morningstar Sustainalytics |
| BlackRock Aladdin | On request | Quote | 3 | vs Morningstar Sustainalytics |
Ratings are aggregated from third-party sources and imported with each catalogue entry; Softwr hosts no reviews of these products. How each figure is used is set out on the Morningstar Sustainalytics badges page.
Cheaper ways to solve the same problem
What you would be giving up
Morningstar Sustainalytics is most often brought in for screening an investment universe on unmanaged esg risk before portfolio construction, monitoring holdings for esg controversies with daily alerts, producing sfdr, eu taxonomy and eba pillar iii disclosures from licensed data, measuring portfolio alignment with net zero through implied temperature rise, prioritising engagement and proxy voting by material esg issue, licensing a company's own rating for marketing or a sustainability-linked loan. Anything replacing it has to cover the ones you actually depend on, and a cheaper tool that misses one of them is not cheaper.
Two things this page cannot settle. It compares on price, model, tier count and rating, because those are the fields the category listing carries, feature-level differences need both full records, which is what the head-to-head pages load. And the ratings are third-party aggregates imported with each entry rather than reviews written here, so a 0.2 difference between two tools is noise rather than a finding.
If Morningstar Sustainalytics is broadly right and the question is cost, the Morningstar Sustainalytics pricing breakdown covers every tier and what each one adds. If you want the whole field rather than a shortlist, the Investment Analytics category lists everything the directory holds, and best investment analytics tools ranks them.
Morningstar Sustainalytics runs on web, api. Platform coverage is not carried on the category listing for the alternatives, so it is one more thing to check on each head-to-head page rather than here.
Questions about Morningstar Sustainalytics alternatives
- What are the main alternatives to Morningstar Sustainalytics?
- 12 other investment analytics tools are listed in this directory, led by MSCI, Clarity AI, Morningstar Direct, Bloomberg Terminal. They are ordered by the aggregated rating on each catalogue entry, not by any Softwr ranking.
- What is the best free alternative to Morningstar Sustainalytics?
- 2 of the alternatives listed here can be used without paying: Preqin, Koyfin.
- Why do people look for an alternative to Morningstar Sustainalytics?
- On the figures on record, one thing stands out: there is no free tier. Each is set out with the numbers behind it above.
- What would I give up by switching from Morningstar Sustainalytics?
- Morningstar Sustainalytics is most often brought in for screening an investment universe on unmanaged esg risk before portfolio construction, monitoring holdings for esg controversies with daily alerts, producing sfdr, eu taxonomy and eba pillar iii disclosures from licensed data, measuring portfolio alignment with net zero through implied temperature rise, prioritising engagement and proxy voting by material esg issue, licensing a company's own rating for marketing or a sustainability-linked loan. Anything you replace it with has to cover the ones you actually rely on, the side-by-side comparisons linked from each alternative below put the two feature records against each other.
- Is there an open-source alternative to Morningstar Sustainalytics?
- None of the investment analytics tools listed here are recorded as open source. That is what the licence field on each entry says, and the field is not always filled in, so it is worth checking directly for any tool you are serious about.
- How were these Morningstar Sustainalytics alternatives chosen?
- They are the tools filed in the same category, Investment Analytics, ordered by the aggregated rating on each entry. There is no editorial shortlist, and nothing on this page is paid: no sponsored placement runs on alternatives pages and the order cannot be bought. Softwr has not used these products.
- Where can I compare Morningstar Sustainalytics against one of these directly?
- Every alternative below has a side-by-side page against Morningstar Sustainalytics covering price, platforms, features and what each one is used for. Those pages read the full record for both products rather than the summary shown here.
- Does this list cover every investment analytics tool?
- No. It covers what this directory holds in the Investment Analytics category, 12 tools beside Morningstar Sustainalytics. The category page lists the rest of the catalogue as it grows.