Morningstar Announces Agenda for Morningstar Sustainable Investing Summit 2025

Morningstar Announces Agenda for Morningstar Sustainable Investing Summit 2025
Global leaders to gather in Amsterdam to explore how sustainable investing is adapting to a changing world.

AMSTERDAM, 16 June 2025 - Morningstar Europe Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN) and leading provider of independent investment insights, has announced the agenda for the Morningstar Sustainable Investing Summit to be held on 18 - 19 September 2025 at Beurs van Berlage, Amsterdam.

Set against the theme, 'Enduring Principles, Evolving Strategies', this year's summit will explore the timeless values that underpin sustainable investing, while spotlighting the innovative strategies shaping its future.

The event will gather institutional investors, global thought leaders, and academics, to examine how sustainable finance can mitigate long-term risk and accelerate the transition to net zero. Topics will include ESG backlash, climate finance, regulatory evolution, data transparency, and the role of stewardship in driving real-world outcomes.

"As we adapt to shifting market dynamics, this year's summit provides the critical insights needed to balance time-tested investment principles with the innovation driving the future of sustainability," said Kunal Kapoor, chief executive officer of Morningstar. "With expert-led, data-driven insights, this event aims to empower asset owners and institutional investors to confidently navigate the evolving complexities of sustainable investing."

Speakers include:

• James Alexander, Chief Executive of UKSIF and Chair of the Global Sustainable Investment Alliance, UKSIF;
• Hortense Bioy, Head of Sustainable Investing Research, Morningstar Sustainalytics;
• Robert Edwards, Managing Director of Indexes, EMEA, Morningstar Indexes
• Sir Simon Gass, Former Chair of the Joint Intelligence Committee and the Adviser on Intelligence to British Prime Ministers;
• Anastasia Guha, Global Head of Sustainable Investment, Redington;
• Kunal Kapoor, CEO, Morningstar;
• Ivo Mulder, Head of Climate Finance Unit, United Nations Environment Programme;
• Catalina Secreteanu, Managing Director of ESG Solutions, Morningstar Sustainalytics;
• Lindsey Stewart, Director of Stewardship Research and Policy, Morningstar Sustainalytics;
• Anikka Villegas, Senior Analyst, Fund Strategies and Sustainable Investing, Pitchbook, a Morningstar company

Topics include:

Navigating Geopolitics Sir Simon Gass, former Chair of the Joint Intelligence Committee and Adviser on Intelligence to British Prime Ministers, will explore the geopolitical dimensions shaping the future of sustainable investing, delivering valuable knowledge and practical perspectives for immediate application in leadership roles.

New Signals on Sustainability from the 2025 Proxy Season This year's season of shareholder meetings felt very different compared with prior years, amid plenty of market and regulatory volatility. Lindsey Stewart will examine what institutional shareholders' voting patterns this year tell us about what's changed, and what hasn't, when it comes to investor views on sustainability and governance.

The State of Play: Politics, Regs, and Global Sentiment James, in his roles as Chief Executive of UKSIF and Chair of the Global Sustainable Investment Alliance, offers a unique perspective that connects UK-focused priorities with the broader international landscape. He will explore the sentiment both towards and within green finance, the issue of misaligned incentives and what investors need at a global level to accelerate green growth, particularly in the run-up to COP30.

The State of Sustainable Investing in the Private Markets: What the Future Holds for Climate, ESG, and DEI The private market landscape has been characterised by profound uncertainty amid shifting investor preferences, unpredictable political forces, and precarious economic recovery. Questions arise around what the future holds for three of the core themes in the private sustainable investment space: climate, ESG, and DEI. Private fundraising, performance, diversity, and survey data provide key insights, connecting the dots between present and future.

Redefining ESG: How Regulations Are Shaping the Future of Sustainable Investments Fund naming and labelling rules in Europe have transformed how sustainable investment products are structured and marketed. Hortense Bioy will discuss the evolving ESG fund landscape, what to expect going forward, and how key regulations such as SDR and the ESMA fund naming guidelines are driving transparency, reducing greenwashing, and aligning products with investor preferences and sustainability outcomes.

Forest and Finance: A Key Focus at COP 30 in Brazil Forests hold immense value - not just as ecosystems but as critical assets in the fight against climate change. Despite this, deforestation continues at an alarming pace, revealing deep flaws in how we currently finance forest conservation. Ivo Mulder will share how United Nations Environment Programme is partnering with countries to implement innovative financial solutions, driving action to combat deforestation and secure the future of our planet's forests.

The full agenda, speaker biographies, and further information is available here.

Media Registration Information
Full-time members of the news media receive complimentary registration to Morningstar Sustainable Investing Summit. To register, please click here.

Attendee Registration Information
For asset owners and institutional asset managers, please click here to register.

About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $341 billion in AUMA as of March 31, 2025. The Company operates through wholly-owned subsidiaries in 32 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on X @Morningstar Inc.

©2025 Morningstar, Inc. All rights reserved