Private Equities

Novata vs Morningstar Sustainalytics

A side-by-side comparison of Novata and Morningstar Sustainalytics — two options for legal, compliance & esg. Pricing, features, and honest pros and cons.

NV

Novata

4.1
Website
SA

Morningstar Sustainalytics

4.0
Website
Category
Legal, Compliance & ESG
Legal, Compliance & ESG
Rating
4.1 / 5
4.0 / 5
Pricing
Enterprise / Custom
Enterprise / Custom
Best for
GPs standardizing ESG data across portfolios
Investors screening ESG risk at scale
Key features
  • ESG data collection from portfolio companies
  • Standardized metrics and frameworks
  • Benchmarking
  • LP reporting
  • Carbon and diversity tracking
  • ESG risk ratings
  • Controversy monitoring
  • Product involvement screening
  • Carbon and climate data
  • Research reports
Pros
  • Purpose-built for private markets ESG
  • Aligns to recognized frameworks
  • Simplifies portfolio-wide data gathering
  • Widely recognized ESG ratings methodology
  • Broad company coverage
  • Useful for screening and diligence
Cons
  • Value depends on portfolio company participation
  • ESG reporting requirements still evolving
  • Coverage skews to public companies
  • Enterprise pricing