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.
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.
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.