Do Investors Have ESG-Investing Options in Their DC Plans?

Sustainable investing has experienced significant growth over the past several years with record-setting fund flows in 2019. In this report, Morningstar researchers aimed to examine the extent to which investors have access to sustainable funds in their defined-contribution (DC) plans and, of those plans, do investors have access to funds with low ESG ris


In this report, you will learn:
  • What the DC plan universe looks like and how many include investment offerings that qualify as an intentional Sustainable Fund
  • What opportunities exist for investors looking to incorporate ESG risk in their retirement investing process
  • What investment options are available for investors who would like to apply an ESG-focused lens to their retirement strategy
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