What is the Morningstar Sustainability Rating™ for funds?
It’s a new way for investors to evaluate how well the companies in a fund’s portfolio are managing the environmental, social, and governance—or ESG—investing factors relevant to their industries.
Align your investments.
You can use our Sustainability Ratings to choose funds if you want to make investing decisions based on your personal values or as part of your strategy.
Lead the conversation.
You can reach new clients and better serve existing ones by revealing factors often overlooked in traditional analysis.
Address changing investor preferences.
You can develop investments using an added layer of research and discover opportunities to market to emerging demographics of investors.
Instead of saying ‘I don’t know how to handle this’ or ‘it’s not worth looking at,’ advisors can use sustainability data to serve their clients better.
Bill Holiday, CFP®
AIO Financial Planning
7 Myths About ESG Investing and Our New Rating
Let’s clear up some common misconceptions about what sustainable investing is, and how investors can consider it within their overall investment strategies.
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