Skip to Content

The New Age of Investor Preferences

Sustainable investing represents a broad array of approaches, though, and looks different for each investor. As such, portfolio construction should be approached the same way. Morningstar's Investor Preferences Portfolio Construction Tool aims to support the investor's portfolio construction process via investor preferences and risk profiles.

In this paper, we walk through the portfolio construction process and its outcomes by examining nine fictional investor personas with varying degrees of sustainability preferences and risk profiles.

Share this page

Research Library The New Age of Investor Preferences

What's Inside:

  • The tool offers a seamless portfolio construction process that supports individual-specific customization
  • Analyse nine total sample portfolios for investor personas by measuring changes in sustainability metrics and tracking error to see how sample portfolios stack up to investors' goals

Get the Report