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Integrating Sustainable Investing: Assessing Current Portfolios

Morningstar provides many data points for analyzing portfolios.

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The following article is part two of a series of excerpts from the Morningstar Research report, "Integrating ESG Into Your Client's Portfolio," available to Morningstar Office and Direct clients here.

Once the investor’s ESG goals have been established, the next step is assessing the ESG profile of the current portfolio. Morningstar offers a range of ESG data points that can be used both affirmatively, in selecting investments, and analytically, in assessing the current portfolio. One can gain access to many of these data points via the dropdown menu in Morningstar Direct (shown below) and in other Morningstar products:

Josh Charlson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.