Investing in a Sustainable Future

 

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 an ESG-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. 

 

To learn how we come up with our rating read our methodology.

 
 

Discover the best ways to use our Sustainability Rating.

Morningstar's head of sustainability research, Jon Hale, discusses how investors of any level now have a wider universe of funds to choose from than ever before.

 
 
 

Questions about sustainable investing?

Read our handbook to learn more about what sustainable investing is and how to use the Sustainability Rating.

 
 
 

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.

 
 
 

Stand out in front of investing trends.

 

Address changing investor preferences by considering sustainable investing factors when developing new investments.

 
 

Explore a new avenue of investment possibilities.

Get a better understanding of how the Sustainability Rating can help asset management firms drive product development, refine strategies, and market their investments. 

 
 
 

Adapt to investor needs.

Here are a few of the trends we’re hearing investors express interest in, along with some ideas about how to address them.

 
 
 

Examine the performance of sustainable investing.

Morningstar’s Jon Hale dug into the research and data on sustainable investing. He found that a best-in-class sustainable investment approach can lead to performance at or above the market benchmark.

 
 
 

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 Essentials

Use our ESG research and sustainability ratings to send the right message to investors about your firm's funds.

 
 
 

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. 

 
 

Want More Insights on ESG Investing?

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.