Pension Funds Forge Ahead With Sustainable Investing, Despite Politicization in U.S.
Asset owners see ESG as “a core element of investing rather than a specialist niche,” Morningstar study says.
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.
How Drug Pricing Can Increase ESG Risks for Pharmaceutical Stocks
New Morningstar research highlights Big Pharma’s exposure to ESG risk. Two winners: BioMarin and Sanofi.
Is BlackRock to Blame for iShares’ ESG Fund Outflows in May?
The giant asset manager has dialed back exposure to these ETFs in its model portfolios.
The Sustainable-Investing Dividend Dilemma
How oil companies can find their way into an ESG portfolio.
What We Told the SEC About Climate-Related Risk Disclosures
Morningstar supports the commission’s new rule and offers suggestions to improve it.
Do Wide-Moat Companies Carry Less ESG Risk?
The wide-moat companies that many value managers favor tend to be less prone to controversy.
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.
Insights
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Discover The New Sustainability
Read about our vision for the future of long-term investing.
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
2022′s Top Sustainable Funds Weather a Tough Market
Some ESG outperformers got a boost from a usually nonsustainable sector: energy.
Food and Ag Stocks Are Having Their Time in the Sun
Mosaic and ADM are among those with solid gains in 2022, but valuations are rich.
Climate, Diversity Resolutions Among Key Themes in This Year’s Proxy Season
Five things you should know from Sustainalytics' stewardship director Jackie Cook.
What Are Carbon Markets, and Should You Invest in Them?
The appeal of investing in carbon markets has to be weighed against their risks.
Climate Funds Dig Deeper Roots
As the focus on climate change increases, the investing landscape continues to grow.
Social Sustainability
Amid Charges of Greenwashing, Sustainable-Investment Industry Attempts to Reassure Investors
Critics highlight confusion around terms, demonstrating the need to clarify and identify greenwashing.
In a Move to Stifle ESG Misrepresentation, the SEC Fines BNY Mellon $1.5 Million
The settlement affects six funds and coincides with 'investor demand for ESG strategies.'
Here Is Why Tesla’s ESG Risk Rating Isn't That Great
That could change, as the company listens more to shareholders.
Private Markets Offer Sustainable Opportunities
Material risks can be addressed while companies are young.
'We Cannot Divest' From Systemic Risks, Says Pioneering Sustainable Investor
Six questions for Geeta Aiyer, founder and president of Boston Common Asset Management.
Plastic is everywhere.
How are investors responding? Discover The New Sustainability and read about our vision on the future of long-term investing starting with the topic of climate action.
More Articles and Videos About Sustainable Investing
Is ESG’s Growth Tilt Really Necessary?
Value-oriented ESG funds do exist. Here are some picks.
5 Questions About Sustainable Investing
Answers to questions ranging from overall purpose and different approaches to greenwashing and performance.
8 Undervalued Electric Vehicle Stocks
Don’t bother with Tesla—BorgWarner, Sensata, and other companies throughout the EV supply chain are trading at discounts and looking good for the planet.
Stellantis Stock Is Undervalued, Even as It Catches Up in the Electric Vehicle Market
The company is planning an aggressive EV push, including for its popular Ram trucks.
Vote in Favor of Reproductive Rights Proposals at Three Key Retailers, Morningstar Sustainalytics Says
Lowe’s, Walmart, and TJX asked to report on risks caused by states severely restricting abortion.
SEC Proposes New Rules for Sustainable Funds Aimed at Standardizing ESG Disclosures
Proposals should help investors find ESG funds that match their preferences
How to Find Gun Stocks in Your Fund Portfolios
Some steps that you can take to analyze your exposure to gun manufacturers.
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.