ESG Risk Management Makes Sense, but ESG Impact Is Less Straightforward
Investors should first look closely at risk, then refine their decisions through an ESG lens.
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.
What's on the Agenda for Sustainable Investing in 2022?
Sustainalytics founder Michael Jantzi discusses climate change, net-zero emissions, and the role of individual investors.
As Sustainable Stocks Rally, Valuations Grow Fatter
But cheap names remain, including Salesforce.com, Adobe, and Disney.
Vail Resorts and Its Human Capital Management Headache
Personnel problems led to crowded mountains, but Ron Baron remains a fan.
Why Sustainable Strategies Outperformed in 2021
The most sustainable names helped ESG outpace the market, even without a lift from energy stocks.
The Untapped 29%: The Next Wave of Sustainable Investors
How to turn interested observers into participants.
Funds
Investing in Times of Climate Change
See what's inside climate-aware funds and how they fit into your portfolio.
Insights
Discover The New Sustainability
Read about our vision for the future of long-term investing.
Insights
COP26 Insights from Sustainalytics
Get ESG research and data aligned to the climate change conference’s goals.
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
Best Sustainable Companies to Own: 2022 Edition
We believe these companies’ strong ESG management practices give them a long-term advantage.
Does Your Company Face Water-Related Investment Risk?
We can't survive without water. Here are some metrics for investors to look at.
5 Sustainability Themes to Expect in 2022
Sustainalytics founder discusses how climate puts sustainability on the agenda, as well as the rise of retail investors.
What's Inside the 4 Largest Clean Energy ETFs
There's much more to these funds than meets the eye.
Here's One Way Shareholders Can Get Companies to Act on Global Warming
Remember 'say on pay'? Tie compensation to emissions cuts, suggests Sustainalytics' Jackie Cook.
Social Sustainability
An ESG Trailblazer Talks About Making Investing Moral, Greenwashing, and Sustainability Trends
An interview with Amy Domini, founder and chair of Domini Impact Investments.
11 Charts Examining the Racial Wealth Gap
What data tells us about the disparities along racial lines for income, savings, and overall financial well-being.
4 Things to Keep in Mind About Sustainable Investing in 2022
And four ways that it's having a broader impact on the world.
The Morningstar Sustainable-Investing Framework
Clear terminology leads to greater understanding of an evolving area.
The Impact of Race and Location on Savings Rates
Examining how race, residency, and place of birth impact financial outcomes.
Get Started With The New Sustainability
When investing success meets personalized impact, you get something new. Download The New Sustainability content bundle to join us as we explore the future of long-term investing.
More Articles and Videos about Sustainable Investing
What The Wall Street Journal Missed About Sustainable Investing
Sustainable investing isn't a craze, and sustainable investors aren't naive.
Jon Hale
Jon Hale
Read This Before You Start Investing in Sustainable Funds
Understanding the basics of sustainable investing, part 1.
Leslie Norton
Leslie Norton
Corporations Are Changing. Exhibit No. 1: Larry Fink's Letter
Sustainable investing is the means to achieve "stakeholder capitalism" and achieve competitive investment results.
Jon Hale
Jon Hale
Larry Fink: Sustainable Investing Is About Profits, Not Taking a Stand
Fink weighs in against divesting from energy stocks, touts new proxy-voting plans.
Leslie Norton
Leslie Norton
Sustainable Index Funds Produce Strong Gains in 2021
Performance bolsters the case that ESG ratings and metrics can deliver competitive returns.
Jon Hale
Jon Hale
ESG Ratings Are Bottom-Line Focused, but Have Broader Impacts
Sustainable investing seeks both good returns and broader impact.
Jon Hale
Jon Hale
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.