Navigate the Landscape of Sustainable Investing

As environmental, social, and governance (ESG) factors increasingly become part of investing conversations, there’s an influx of new information. While new investor frontiers don’t show up with maps, that’s where Morningstar can help.

Sustainable Investing Approaches

Connecting investor objectives with investment decisions requires more than just a one-size-fits-all approach. We help you cut through the complexity without sacrificing the nuanced motivations that make investing so personal. Our foundational sustainable investing framework outlines the various paths investors can take to act on their sustainability objectives. And because sustainability objectives sit on a spectrum, from avoiding negative outcomes to advancing positive ones, our set of approaches is exhaustive and flexible enough to fit into any investing process.

Apply sustainability data and insights across your workflow

ESG Capabilities for Financial Advisors

Goal Bridge


Tailor goal-setting and investment planning to clients with an interest in sustainability with this tool for financial advisors.


Morningstar® Advisor WorkstationSM

Filter and select funds that align to your clients’ sustainability preferences for better financial planning, client-facing reports, and easier proposal generation—all in one solution.

Morningstar® Enterprise Components

Create a more engaging digital experience for your team and your clients that brings sustainability considerations into research, portfolio analysis, and retirement-plan management.

Morningstar OfficeSM


Screen for client preferences from a sustainability perspective with an all-in-one portfolio and practice management tool designed for independent financial advisors.

Morningstar Risk Ecosystem


Access a world-class psychological risk tolerance tool that helps you simplify processes, stay compliant, and reassure clients.

Morningstar® Advisor WorkstationSM

Filter and select funds that align to your clients’ sustainability preferences for better financial planning, client-facing reports, and easier proposal generation—all in one solution.

Morningstar® Data


Access global equity, managed investments, and market data with a sustainability lens from all major global exchanges for professional use.

Morningstar DirectSM


Conduct competitive analysis and product management with ESG asset flows and fund screenings from a sustainability lens.


Morningstar® Enterprise Components

Create a more engaging digital experience for your team and your clients that brings sustainability considerations into research, portfolio analysis, and retirement-plan management.

Morningstar Equity Research


Read independent, comprehensive evaluations on equities, funds, and managed investment products from a sustainability perspective.

Morningstar OfficeSM


Screen for client preferences from a sustainability perspective with an all-in-one portfolio and practice management tool designed for independent financial advisors.

Manager Selection Services


Access manager selection and investment analysis for financial advisors from a sustainability perspective.


PitchBook


Receive data, analysis, industry news, and in-depth reports on the private and public markets for global business professionals from a sustainability lens. 

Morningstar DirectSM


Conduct competitive analysis and product management with ESG asset flows and fund screenings from a sustainability lens.


Morningstar® Enterprise Components

Create a more engaging digital experience for your team and your clients that brings sustainability considerations into research, portfolio analysis, and retirement-plan management.

Morningstar® Advisor WorkstationSM

Filter and select funds that align to your clients’ sustainability preferences for better financial planning, client-facing reports, and easier proposal generation—all in one solution.

Morningstar® Data


Access global equity, managed investments, and market data with a sustainability lens from all major global exchanges for professional use.

Morningstar DirectSM


Conduct competitive analysis and product management with ESG asset flows and fund screenings from a sustainability lens.


Morningstar® Enterprise Components

Create a more engaging digital experience for your team and your clients that brings sustainability considerations into research, portfolio analysis, and retirement-plan management.

Morningstar® Managed PortfoliosSM

Access ESG portfolios that package up proprietary intellectual property in a portfolio that performs rigorous research and investment selection at a lower cost.

Morningstar OfficeSM


Screen for client preferences from a sustainability perspective with an all-in-one portfolio and practice management tool designed for independent financial advisors.

Morningstar DirectSM


Conduct competitive analysis and product management with ESG asset flows and fund screenings from a sustainability lens.


Morningstar® IndexesSM


Access a comprehensive, accessible set of index solutions designed to support the unique needs of investors across a diverse range of ESG objectives.

Morningstar® Managed PortfoliosSM

Access ESG portfolios that package up proprietary intellectual property in a portfolio that performs rigorous research and investment selection at a lower cost.

ESG Reporting Solutions


Communicate complex sustainability information with clear and compelling visuals. Easy-to-use templates highlight the data that’s most useful to you and your clients.

Morningstar® Advisor WorkstationSM

Filter and select funds that align to your clients’ sustainability preferences for better financial planning, client-facing reports, and easier proposal generation—all in one solution.

Morningstar® Data


Access global equity, managed investments, and market data with a sustainability lens from all major global exchanges for professional use.

Morningstar DirectSM


Conduct competitive analysis and product management with ESG asset flows and fund screenings from a sustainability lens.


Morningstar® Enterprise Components

Create a more engaging digital experience for your team and your clients that brings sustainability considerations into research, portfolio analysis, and retirement-plan management.

Morningstar® IndexesSM


Access a comprehensive, accessible set of index solutions designed to support the unique needs of investors across a diverse range of ESG objectives.

ESG Capabilities for Wealth & Asset Managers

Morningstar® Data


Access global equity, managed investments, and market data with a sustainability lens from all major global exchanges for professional use.

Morningstar DirectSM


Conduct competitive analysis and product management with ESG asset flows and fund screenings from a sustainability lens.


Morningstar® IndexesSM


Access a comprehensive, accessible set of index solutions designed to support the unique needs of investors across a diverse range of ESG objectives.

PitchBook


Receive data, analysis, industry news, and in-depth reports on the private and public markets for global business professionals from a sustainability lens. 

Sustainalytics Thought Leadership

Access sustainability insights from the experts at Sustainalytics, a global leader in ESG data and research. 


DBRS Morningstar®


Get independent sustainability ratings for corporate and sovereign entities, financial institutions, and structured finance instruments.

Morningstar® Data


Access global equity, managed investments, and market data with a sustainability lens from all major global exchanges for professional use.

Morningstar Equity Research


Read independent, comprehensive evaluations on equities, funds, and managed investment products from a sustainability perspective.

Morningstar® Managed PortfoliosSM

Access ESG portfolios that package up proprietary intellectual property in a portfolio that performs rigorous research and investment selection at a lower cost.

Sustainalytics Research


Create investment universes that comply with client mandates and regulatory requirements with our suite of ESG screening solutions. 

Morningstar DirectSM


Conduct competitive analysis and product management with ESG asset flows and fund screenings from a sustainability lens.


Morningstar® IndexesSM


Access a comprehensive, accessible set of index solutions designed to support the unique needs of investors across a diverse range of ESG objectives.

Morningstar® Managed PortfoliosSM

Access ESG portfolios that package up proprietary intellectual property in a portfolio that performs rigorous research and investment selection at a lower cost.

Morningstar® Advisor WorkstationSM

Filter and select funds that align to your clients’ sustainability preferences for better financial planning, client-facing reports, and easier proposal generation—all in one solution.

Morningstar® Data


Access global equity, managed investments, and market data with a sustainability lens from all major global exchanges for professional use.

Morningstar DirectSM


Conduct competitive analysis and product management with ESG asset flows and fund screenings from a sustainability lens.


Morningstar® Enterprise Components

Create a more engaging digital experience for your team and your clients that brings sustainability considerations into research, portfolio analysis, and retirement-plan management.

Morningstar® Data


Access global equity, managed investments, and market data with a sustainability lens from all major global exchanges for professional use.

Morningstar DirectSM


Conduct competitive analysis and product management with ESG asset flows and fund screenings from a sustainability lens.


Sustainalytics Compliance Research

Create investment universes that comply with client mandates and regulatory requirements with our suite of ESG screening solutions.

Morningstar® Advisor WorkstationSM

Filter and select funds that align to your clients’ sustainability preferences for better financial planning, client-facing reports, and easier proposal generation—all in one solution.

Morningstar® Data


Access global equity, managed investments, and market data with a sustainability lens from all major global exchanges for professional use.

Morningstar® Enterprise Components

Create a more engaging digital experience for your team and your clients that brings sustainability considerations into research, portfolio analysis, and retirement-plan management.

Morningstar® IndexesSM


Access a comprehensive, accessible set of index solutions designed to support the unique needs of investors across a diverse range of ESG objectives.

Morningstar Publishing System

Use our end-to-end document management service to centralize and securely deliver sustainability-centric factsheets, regulatory documents, and marketing communications.

Presentation Studio


Distill complex ESG information into clean and clear visuals with Morningstar Direct’s reporting templates.


ESG Reporting Solutions


Communicate complex sustainability information with clear and compelling visuals. Easy-to-use templates highlight the data that’s most useful to you and your clients.

Morningstar 3rd Party Advertising

Promote your sustainability story to investors on Morningstar.com.



Morningstar EssentialsTM


Access investment statistics and ratings for institutional marketing professionals from a sustainability perspective.


Morningstar Publishing System

Use our end-to-end document management service to centralize and securely deliver sustainability-centric factsheets, regulatory documents, and marketing communications.

ESG Capabilities for Institutional Advisors

Morningstar® IndexesSM


Access a comprehensive, accessible set of index solutions designed to support the unique needs of investors across a diverse range of ESG objectives.

PitchBook


Receive data, analysis, industry news, and in-depth reports on the private and public markets for global business professionals from a sustainability lens. 

Sustainalytics Thought Leadership

Access sustainability insights from the experts at Sustainalytics, a global leader in ESG data and research. 


Sustainalytics Research


Create investment universes that comply with client mandates and regulatory requirements with our suite of ESG screening solutions. 

Morningstar® IndexesSM


Access a comprehensive, accessible set of index solutions designed to support the unique needs of investors across a diverse range of ESG objectives.

Morningstar® Managed PortfoliosSM

Access ESG portfolios that package up proprietary intellectual property in a portfolio that performs rigorous research and investment selection at a lower cost.

Sustainalytics Engagement Services

Access collaborative engagements informed by Sustainalytics’ company research for a coherent approach to ESG across the investment value chain.

Morningstar® Managed PortfoliosSM

Access ESG portfolios that package up proprietary intellectual property in a portfolio that performs rigorous research and investment selection at a lower cost.

Sustainalytics Compliance Research

Create investment universes that comply with client mandates and regulatory requirements with our suite of ESG screening solutions.

ESG Reporting Solutions


Communicate complex sustainability information with clear and compelling visuals. Easy-to-use templates highlight the data that’s most useful to you and your clients.

Morningstar® IndexesSM


Access a comprehensive, accessible set of index solutions designed to support the unique needs of investors across a diverse range of ESG objectives.

See What’s New With Sustainable Investing at Morningstar

illustration of ESG Reporting video screen

financial communication

ESG Reporting

Learn how you can distill the complexities of ESG into clean and clear visuals with Morningstar’s reporting services.

illustration and photostill of Risk Rating video screen

fixed income

Suitability Risk of Sovereign Holdings

With its newest enhancement, the Morningstar Sustainability Rating is incorporating the ESG Risk of sovereign holdings in a fund. Now, users can break down the Globe Rating and better understand the ESG risk of diversified portfolios in a nuanced way.

illustration of EU Action Plan webpage

regulatory compliance

EU Action Plan Solutions

The European Commission has adopted a 10-point action plan, which aims to leverage financial markets in order to address sustainability challenges. Learn what the EU Action Plan means for investors, advisers, and asset managers.

illustration of ESG Pooled Employer Plan Press Release

retirement planning

ESG Pooled Employer Plan

Learn about a new retirement plan with an ESG-focused investment lineup. Packaged as a pooled employer plan—a new retirement plan design accessible to employers of all sizes—this innovative offering can assist plan participants in saving for the future while helping to mitigate the ESG risks in their portfolios.

Dig Into Our Expertise


CASE STUDY

SEB | Morningstar Client Story


WEBINAR

Morningstar Sustainability Ratings Methodology Change


GUIDE

Morningstar Guide to ESG Screening


BLOG

The Morningstar Sustainable Investing Framework