Indexes

Sustainable Countries: Northern Europe Leads the Pack in ESG Practices

Europe is home to most global sustainability leaders, but controversies may drag down strong scores

In Practice

5 Reasons to Use a Holdings-Based Style Analysis for Risk Assessment

The value of reviewing a current portfolio versus reviewing past returns

Big Picture

Strategic-Beta Exchange-Traded Products Continue to Grow, but Show Signs of Maturity

The latest insights from our annual report on the strategic-beta ETP landscape

In Practice

How to Measure a Portfolio’s True Geographical Diversification

A new way to evaluate a fund’s revenue by region

Big Picture

How Would a Market Shock Impact a Portfolio?

Morningstar’s Market-Driven Scenario Analysis simulates a variety of market changes