Morningstar® Portfolio Carbon Metrics™ are designed to help investors measure their exposure to carbon risk amid a changing climate.
A global standard for sustainable investing.
The Morningstar Sustainability Rating™ for funds allows investors to evaluate how well the companies in a fund’s portfolio are managing the environmental, social, and governance—or ESG—investing factors relevant to their industries. It makes it possible to find sustainable funds even if they aren’t specifically marketing themselves as products that support a socially responsible investing approach.
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.
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.
Prove your value to clients.
Discover how to differentiate your practice against other low-cost advice solutions by having more robust, meaningful, and personal conversations on a range of topics important to your clients.
See how other advisors are succeeding.
Learn firsthand from an investment advisor about how he responds to his clients’ unique requests about incorporating sustainability investing into their portfolios.
Read more research findings and in-practice ideas about sustainable investing on the Morningstar Blog.
Measuring Transition Risk in Fund Portfolios
Investors are increasingly recognizing the risks posed by climate change. The Morningstar® Portfolio Carbon Risk ScoreTM is a new metric that investors can use to assess carbon risk at the portfolio level. Read our white paper to learn how the unique measure opens new doors for investors.