Investing in a Sustainable Future
Stay ahead of changing investor preferences with Morningstar’s latest ESG research findings and in-practice ideas.
A global standard for sustainable investing
The Morningstar Sustainability Rating™ for funds allows investors to understand how the companies in their portfolios are managing their environmental, social, and governance – or ESG – risks relative to their peers. This rating is built to enable advisors and investors to directly compare companies across industries, and a refined design aims to make it easier to use as they make investment decisions.
Join a new generation of investors.
To learn how we come up with our rating read our methodology.
Be the go-to advisor for sustainable and socially responsible investing.
Stand out in front of investing trends.
Introducing Our Proxy Data
Insights
How Fund Families Support ESG-Related Shareholder Proposals
Read more about how fund families are engaging in the proxy voting process and what we were able to determine from the data.
Webinar
Morningstar’s Sustainable Investing Webinar
Catch the latest recap on shareholder engagement and fund proxy voting trends from our ESG webinar series.
FAQs
Your Questions, Our Answers
Have questions about our proxy data offerings? We’ve got the answers. Check out our FAQs.
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.
Thematic Investing
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.
Use ESG data and research in your work.
Address changing investor preferences by considering sustainable investing factors when developing new investments.
Morningstar Cloud
Get access to our sustainability ratings, product involvement, and carbon metrics in the Morningstar Cloud. ESG data can help advisors and wealth managers choose suitable funds and perform stock research. It can also help asset managers build sustainable products and evaluate their competitors.
Morningstar Manager Selection Services
Work with our award-winning global manager selection team to build a custom list of suitable funds and ETFs well positioned to cause positive change in environmental, social or governance issues and meet the sustainable investing expectations of end investors.
Morningstar Indexes
Discover how you can create distinct products based on our sustainability indexes. Help investors take steps toward investing with positive environment, social, or governance impact.
