To engage with clients about sustainable investing, you need to answer: how do sustainability factors affect returns? How do my investment choices affect the world?
Our fully customizable templates for ESG reporting help you address these questions with clarity and confidence.
All our reporting solutions include Morningstar’s climate research, data, and ratings. Present personalized portfolios, identify climate risks and opportunities, and tell stories with reports that resonate with investors.
Communicating with your clients requires more than just a one-size-fits-all approach. We’ve built our ESG reporting solutions on Morningstar’s foundational sustainable investing framework, which outlines the various paths investors can take to act on their sustainability objectives.
Our reports are tailored to the nuanced motivations that make investing so personal.
