The Morningstar Sustainability Rating

The Morningstar Sustainability Rating™ for funds was created to give investors a research tool to help them evaluate portfolios. In this article from the November/December 2017 issue of Investments & Wealth Institute, Jon Hale, director of sustainability research at Morningstar, provides a closer look at the rating. 

In this article, you'll learn:

  • How the Sustainability Rating works

  • What questions the Sustainability Rating helps investors answer

  • Ways to use the the Sustainability Rating to evaluate funds