Sustainable Investing:
Surfacing ESG Data and Research

Align Investments With Investor Values

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See What’s New

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

Independent Advisor
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Wealth Management
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Asset Management
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Ready to Try Our Sustainability Ratings and Carbon Metrics?

We want you to make the best use of our ratings, and we’re here to help.

Learn more about our approach to sustainable investing.