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How can I use the 
Morningstar Sustainability Rating™ for funds?

 

Enhance your investment process with valuable new information for evaluating funds.

 
 

Join a new generation of investors.

 

Use Sustainability Ratings to evaluate investment opportunities or spark new conversations with your advisor and determine whether funds marketed as socially responsible investments deliver what they promise.

 

To learn how we come up with our rating read our methodology.

 
 

Discover the best ways to use our new rating.

 

Our head of sustainability research, Jon Hale sits down to discuss how investors of any level now have a wider universe of funds to choose from than ever before.

 

Questions about sustainable investing?

 

Read our handbook to learn more about what sustainable investing is and how to use our new rating.

 

Download Your Copy
 

 
 

Be the go-to advisor for sustainable and socially responsible investing.

 

Reach new demographics of investors and better serve your existing clients (who might care about sustainability, even if you don’t know it). You can help your clients understand how sustainable investing has evolved beyond socially responsible investing and which strategy will deliver what matters most to them.

 
 

Prove your value to clients. 

 

Discover how to differentiate your practice against other low-cost advice solutions by having more robust, meaningful, and personal conversations on a range of topics important to your clients. 

 
 

See how other advisors are succeeding.

 

Learn firsthand from an investment advisor about how he responds to his clients’ unique requests about incorporating sustainability investing into their portfolios.

 

Read the Story
 

 
 

Stand out in front of investing trends.

 

Address changing investor preferences by considering sustainable investing factors when developing new investments.

 
 

Explore a new avenue of investment possibilities.

 

Get a better understanding of how this new rating can help asset management firms drive product development, refine strategies, and market their investments. 

 
 
 

Adapt to investor needs.

Here are a few of the trends we’re hearing investors express interest in, along with some ideas about how to address them.

 
Read Our Tips
 

No Performance Penalty for Sustainable Investing

Morningstar’s Jon Hale dug into the research and data on sustainable investing. He found that a best-in-class sustainable investment approach can lead to performance at or above the market benchmark.

 
Read the Paper
 

The Many Dimensions of Sustainable Investing

There are a range of investing approaches that all fall under the sustainability umbrella. We took a look at what the differences are, and what each approach sets out to accomplish. Learn more about the nuances of the sustainable investing landscape.

Download Your Copy