Strive Asset Management vs. Engine No. 1: How Did the Activists Vote?
Engine No. 1 met expectations. Strive’s lack of support for CEOs raised eyebrows.
Sustainable Investing
Sustainable investing is an investment approach that uses environmental, social, and corporate governance criteria. Explore our insights and see how you can incorporate sustainability into your portfolio.
California Climate Rules, Inflation Reduction Act Were Milestones for Investors. Here’s What’s Next.
Climate adaptation will be critical, Wendy Cromwell says. A view before Climate Week.
California Poised To Enact Climate Disclosure Laws. What That Means for Investors.
Bills covering thousands of companies would reduce systemic risk, investors say.
Are There Too Many ESG Shareholder Proposals?
BlackRock, Vanguard lamented ‘poor quality’ or even ‘redundant’ shareholder proposals. Here’s what our proxy-season analysis found.
U.S. Public Pension Plans Sustain Support for ESG Resolutions
Republican-leaning states’ plans show greatest decline in support for ESG, our study shows.
As UAW Strike Looms and Labor Unrest Surges, Risks to Portfolios Grow
Strike threats should be a ‘warning flag’ for investors.
Insights
2021 Annual ESG Risk/Return Analysis
Discover the past behavior of a range of ESG approaches and intended outcomes through the lens of Morningstar Indexes.
Insights
COP26 Insights from Sustainalytics
Get ESG research and data aligned to the climate change conference’s goals.
Funds
Investing in Times of Climate Change
See what's inside climate-aware funds and how they fit into your portfolio.
Funds
Global Sustainable Fund Flows Report
Explore activity in the global sustainable funds universe within the past quarter.
Insights
Hidden ESG Risks May Lurk in Your Portfolio
Examining Morningstar's equity index range highlights unexpected pockets of ESG risk.
Funds
U.S. Funds Sustainability Landscape
Track the growth, performance, and changing nature of this emerging fund group.
Climate
Why Are Climate Funds In the Dumps?
As the biggest climate law in U.S. history turns one year old, solar and renewable energy stocks face new hurdles.
It’s Not Just Wildfires and Hurricanes: Extreme Heat Is a Silent Killer for Companies
Extreme heat could account for 65% of North America’s productivity losses by 2030, Sustainalytics says.
The Risks and Rewards of Investing in the Clean Energy Transition
Plus, our picks from the utilities, energy, and basic materials sectors.
What Morningstar’s Jon Hale Learned About Sustainable Investing Over 40 Years
A great sustainable-investing analyst retires from Morningstar.
Investing in Times of Climate Change 2023
Investors increasingly recognize climate change as both a risk and an opportunity for their portfolios.
Social Sustainability
4 Marketing Strategies for Sustainable Investment Advisors
Closing the gap between knowledge and marketing is where many advisors get stuck.
How to Unearth Undervalued Stocks With This New Tool for ESG Investors
What you need to know about Morningstar Sustainalytics’ Low Carbon Transition Rating.
Why This ESG Fund Is Leaning Into AI Investing
Nuveen Winslow Large-Cap Growth ESG invests in Microsoft, Nvidia, and others that are driving the future of AI.
Growth Stocks Lift ESG Funds in Q2
The Magnificent Seven ran with the bulls, and these ESG funds reaped the benefits.
How to Use Donor-Advised Funds to Support Sustainable Investment Goals
DAFs can be useful to support both charitable giving and clients’ values.
Explore your Investable World
When we invest, we finance the future.
Our choices are diverse. Our definitions of success are varied. But, for every investor, today’s strategies require new combinations of data.
Risk. Performance. Impact.
It’s your world. Are you invested?
More Articles and Videos About Sustainable Investing
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Strive Asset Management vs. Engine No. 1: How Did the Activists Vote?
Engine No. 1 met expectations. Strive’s lack of support for CEOs raised eyebrows.
California Climate Rules, Inflation Reduction Act Were Milestones for Investors. Here’s What’s Next.
Climate adaptation will be critical, Wendy Cromwell says. A view before Climate Week.
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/OOPI4ZM3CNC4HEVIVGS7PDQX5U.png)
Measuring ESG Risk in 3 Undervalued Small-Cap and Emerging-Markets Stocks
The Morningstar Sustainalytics ESG Risk Smart Score is a first stop for hard-to-research companies.
California Poised To Enact Climate Disclosure Laws. What That Means for Investors.
Bills covering thousands of companies would reduce systemic risk, investors say.
Are There Too Many ESG Shareholder Proposals?
BlackRock, Vanguard lamented ‘poor quality’ or even ‘redundant’ shareholder proposals. Here’s what our proxy-season analysis found.
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/L256SFNCVFD73CRB6NRPCGC2SU.jpg)
U.S. Public Pension Plans Sustain Support for ESG Resolutions
Republican-leaning states’ plans show greatest decline in support for ESG, our study shows.
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/5N6PBZJLMJEIXBH6EHTKPDK6NE.png)
Why This ESG Fund Is Leaning Into AI Investing
Nuveen Winslow Large-Cap Growth ESG invests in Microsoft, Nvidia, and others that are driving the future of AI.
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/CFV2L6HSW5DHTFGCNEH2GCH42U.jpg)
Wellington, Franklin Templeton Move Up in ESG Commitment Level
But most asset managers have room to improve, our analysis shows.
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/PI3Q6UHXYNF2ZKWLFV6PO6APAU.png)
As UAW Strike Looms and Labor Unrest Surges, Risks to Portfolios Grow
Strike threats should be a ‘warning flag’ for investors.
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/BHKF4WA235G2HITE36DCYQBEGQ.png)
4 Marketing Strategies for Sustainable Investment Advisors
Closing the gap between knowledge and marketing is where many advisors get stuck.
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/SNOVSAXAZJHB3A726JIN3TBT2U.jpg)
It’s Not Just Wildfires and Hurricanes: Extreme Heat Is a Silent Killer for Companies
Extreme heat could account for 65% of North America’s productivity losses by 2030, Sustainalytics says.
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/2LP7U4OXYVCPTOW5ABPSYWP4OI.png)
Why Are Climate Funds In the Dumps?
As the biggest climate law in U.S. history turns one year old, solar and renewable energy stocks face new hurdles.
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/JPJHXR5CGSNR4LKQF5ZKLCCVYQ.png)
How to Unearth Undervalued Stocks With This New Tool for ESG Investors
What you need to know about Morningstar Sustainalytics’ Low Carbon Transition Rating.
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/GJITRSXDRRCFRO7IKPLU2RC7JI.jpg)
3 Sustainable Companies Helping to Solve Global Warming
The challenges of climate change come with investment opportunities. Just ask Galvanize Global Equities.
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Best Sustainable Companies to Own: 2023 Edition
We believe these companies’ strong ESG management practices give them a long-term advantage.
Growth Stocks Lift ESG Funds in Q2
The Magnificent Seven ran with the bulls, and these ESG funds reaped the benefits.
How Do Proxy Advisors’ Decisions Affect Your Investments?
Congress’s “ESG month” has thrust proxy advisors into the spotlight. Here’s what they do.
How to Use Donor-Advised Funds to Support Sustainable Investment Goals
DAFs can be useful to support both charitable giving and clients’ values.
U.S. Sustainable Fund Flows Contract Again in Q2, but Outflows Ease
Climate funds attract cash. Fidelity expands its sustainable offerings.
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What the Hollywood Strikes Mean for Your Investment Portfolio
How actors picketing with writers could affect media stocks, human capital risk, and unionization.
About Sustainable Investing
“Sustainable investing” is an umbrella term for lots of different strategies. Institutional investors call it ESG; retail investors might see it labelled as “impact investing” or SRI (socially responsible investing). Whatever the epithet, sustainable investing has arrived as something everyone should consider on their journey toward investing success, and understanding how to evaluate and when to incorporate sustainability factors into the investing process is an opportunity to find new ways to add value and find that success.
But like any new investing trend, sustainable investing can also lead to overpricing, exaggerated values, and predatory sales and marketing practices.