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Impact Assessment:

Reporting the Outcomes of Funds and Products on Real-World Sustainability Objectives



To meet the changing preferences of investors and respond to the increased demand for transparency, firms must be able to tell a compelling ESG story and demonstrate the real-world outcomes of their funds and products through comprehensive data and reporting.

Morningstar’s Guide to Impact Assessment serves as an overview of how impact fits into the broader sustainable investing ecosystem and the suite of solutions and data sets Morningstar offers to firms with an ESG focus.

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Impact Assessment:

Learn more about

  • The impact investing approach and what it means for firms and investors
  • How firms can tell their ESG story through impact data and reporting
  • Morningstar Sustainalytics Impact Themes and Metrics
  • Using Impact Metrics in Morningstar Direct

Get the Guide