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Integrating Sustainable Investing: The Landscape of Opportunities

We’ll highlight the most popular approaches to sustainable investing, grouped by asset class.

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The following article is part three 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.

By now you’ve identified your (or your client’s) individual priorities when it comes to sustainable investing. You’ve dissected the sustainability profile of your existing portfolio. And you’re ready to start making changes. But as environmental, social, and governance investing has evolved beyond the socially responsible investing strategies of the late 20th century, in many ways it has become more confusing. Each quarter, more and more “sustainable” investment products hit the market, and those launches are often accompanied by accusations of "greenwashing." What’s an investor to do?

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