Morningstar's ESG-Screened Indexes Protect on the Downside

Sustainable investing has evolved far beyond its values-based origins. Today investors of all kinds integrate ESG into their decision-making calculus on the view that examining corporate behaviors on ESG matters will improve their investment selection and, ultimately, their risk/return profile. This study focuses on ESG as a driver of risk. It examines the behavior of Morningstar’s ESG-screened indexes and asks the question: Do ESG screens raise or lower risk?

In this report, you will learn:
  • How companies that score well on ESG criteria look and act compared with their peers
  • The impact of ESG screens on risk
  • The relationship between economic moat, financial health, and ESG
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