Product Involvement

Sep 13, 2023

What is Product Involvement?

Product Involvement metrics measure the percentage of a portfolio’s assets exposed to a range of business areas and activities.

For example, if a fund’s involvement in animal testing is 20%, that means 20% of the fund’s assets are invested in companies involved in animal testing. Product Involvement metrics are calculated for managed products globally and updated monthly based on the latest company-level data from Morningstar Sustainalytics.

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What is Product Involvement?

At a Glance

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How we make money

How we use your personal data

How we approach editorial content