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Morningstar’s Guide to Applying Exclusions

Sustainable investing encompasses a range of approaches that have continued to evolve over many years. Applying exclusions is one of the most common approaches that investors can take when incorporating their sustainability preferences into the investment process. This approach avoids investment in companies, industries or sectors that may negatively affect the planet or society, such as those tied to fossil fuels or tobacco, for example.

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Download Morningstar’s latest guide to learn more about:

  • How sustainable considerations can be incorporated into the advice process using exclusions
  • The evolution of exclusions
  • How to measure intention against reality
  • Morningstar’s ESG data and reporting solutions used to employ exclusions

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