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ESG Resource Hub for Media

Sustainability introduces new opportunities and trade-offs for investors. Morningstar can offer data, research, and experts to help you with your stories about ESG investing.


Check out our breadth of read all of Morningstar's best ESG research, and find Morningstar Sustainalytics' resources here.


Please reach out to our Media Relations contacts for more information.

Latest Research


Click on a report title to see the full report.

Global Sustainable Fund Flows

This report explores activity in the global sustainable funds universe within the past quarter, detailing regional flows, assets, and launches.

  • In Q1 2024, the global universe of sustainable funds rebounded slightly by registering nearly $900 million of net new money compared with restated outflows of $88 million in Q4 2023.

U.S. Monthly Fund Flows

Our monthly report includes analysis and commentary on U.S. mutual fund and ETF fund flows in a visual format.

  • Long-term U.S. mutual funds and exchange-traded funds suffered $9 billion of outflows in April 2024, reversing their strong inflows to start the year.

2023 U.S. Sustainable Funds Landscape

Our annual landscape report examines the growth, performance, and changing nature of this emerging fund group.

  • Sustainable funds in the U.S. faced their first year of outflows in 2023. They shed $13 billion during the year, while the overall landscape of U.S. open-end and exchange-traded funds collected $79 billion.
global sustainable fund flows q1 2024.png

Q1 2024 Global Sustainable Fund Flows: The exhibit above shows quarterly global sustainable fund flows for Europe, the U.S., and the rest of the world, since Q2 2021.

This report provides an updated view of the evolving global landscape of climate funds.

This report provides an update on the rapidly evolving landscape of Article 8 and Article 9 funds and examines flows, assets, and products.

Morningstar’s research finds that pension funds showed a higher rate of support for ESG shareholder resolutions compared with support from general shareholders.

We published the results of 108 asset managers’ Morningstar ESG Commitment Level assessments, which aim to help investors better understand which asset managers are committed to delivering the sustainability outcomes that best meet investors' preferences.

In this study, we identify and analyze 27 anti-ESG funds in the Morningstar Direct database.

In this report, we examine how the Big Three voted on 100 key environmental and social resolutions from 2021 to March 2023, aiming to assist investors in evaluating alignment with their own priorities.

This report examines the sustainability profiles of Morningstar's 48 country-specific equity indexes.

This paper looks at all U.S. shareholder resolutions on lobbying and political activity over the last three proxy years, assessing how the top 10 U.S. asset managers are voting on this topic generally and with respect to climate matters.

This paper is an analysis of trends in shareholder resolutions over the past three years and evaluates how the top 20 asset managers in the United States voted on 241 key shareholder resolutions in the 2022 proxy season.

This report examines the opportunity COP27 brings to clarify the links between water risk and climate change and set the important context for asset managers' active ownership activities related to water in 2023 and beyond.

In this paper, we examine the comment letters from 20 large asset managers responding to the International Sustainability Standards Board's draft climate and sustainability reporting standards.

In this report, we examine the 10 largest U.S. asset managers' responses to the SEC's proposed rule on climate disclosures.

In this report, we dissect the current voting policies of 25 large asset managers and analyze the key E&S themes they cover.

In this paper, we discuss the wide range of net-zero commitments and compare the approaches taken by the three largest asset managers.

Methodology


Click here to see all signature methodology.

Ratings

Carbon Risk Data and Ratings

Morningstar’s Sustainable Investing Framework addresses the critical need for clarity in the field. It provides a straightforward way to understand investor motivations for seeking sustainable investments and outlines the range of activities associated with sustainable investing.

Investors can address sustainability concerns by applying exclusions, limiting ESG risk, seeking ESG opportunities, practicing active ownership, targeting sustainability themes, or assessing impact.

Media Relations Contacts


Reach out to a member of our global team in your region with any questions or media requests.


U.S. Media Inquiries

newsroom@morningstar.com
Media Hotline +1 312 696-6037


EMEA and UK Media Inquiries

ukmedia@morningstar.com


Asia Media Inquiries

asiamarcom@morningstar.com


Indexes and Sustainalytics media inquiries

Tim Benedict, tim.benedict@morningstar.com


PitchBook Media Inquiries

PR@pitchbook.com


Wealth Media Inquiries

Scott Gilmore, scott.gilmore@morningstar.com