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.
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.
FOR ASSET MANAGERS
Stand out in front of investing trends.
Address changing investor preferences by considering sustainable investing factors when developing new investments.
Read Our Research
Sustainable Funds Landscape Report
Discover the state of the sustainable fund universe and learn where there’s growth in sustainable funds, flows, and assets.
The Morningstar Sustainability Rating
Learn why we created the Morningstar Sustainability Rating and how to use it to evaluate funds.
Morningstar Sustainability Atlas
We explore the sustainability profiles of Morningstar’s 46 equity market indexes using company-level ESG scores.
Sustainalytics, Morningstar’s ESG-research partner, examines 10 ESG-inspired investment themes for 2020.
Moving Beyond Exclusion
Based on the research we’ve studied, we can’t find any reason to suggest that sustainability means diminished performance.
Does Investing Sustainably Mean Sacrificing Return?
We studied the performance of the Morningstar Sustainability Index family and found how many ESG indexes outperform their non-ESG equivalents.