We’ll show you how you can use ESG data alongside other factors in the Morningstar OfficeSM and Morningstar Direct.SM See what is driving a fund’s Sustainability Rating using our full dashboard of sustainability metrics
ESG Data For Asset Managers
Create sustainable products and use benchmarks to evaluate how funds stack up.
Conduct competitive analysis by screening funds on sustainability factors.
Assess how companies in a portfolio manage carbon risk.
ESG Data for Advisors and Wealth Managers
Select suitable ESG funds and stocks that align with investor values.
Monitor a fund’s ESG factors and perform ESG stock research to construct portfolios.
Help investors identify low-carbon funds.
Measuring Carbon Risk in Portfolios
Understand the risks posed by climate change to help investors make better decisions. Learn how to evaluate carbon risk at the portfolio level with metrics available in Morningstar Office and Morningstar Direct.
How You Can Get It
Gain access to our sustainability and carbon metrics through Morningstar OfficeSM and Morningstar Direct.SM