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
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.
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.
Financial Literacy Alone Won’t Close the Wealth Divide
Financial advisor Phuong Luong urges others in the industry to study financial history and avoid false markers of competence when hiring.
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.
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
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.
Mapping ESG Practices and Carbon Risk in 48 Countries' Stock Markets
Despite being home to several sustainability leaders, the U.S.' overall ranking is dragged down by a few companies with high ESG risks.
Investors Fight Against Plastic Packaging
The issue of plastics, packaging, and pollution is at its peak influence right now, and companies seem eager to do their part.
Social Sustainability
'We Cannot Divest' From Systemic Risks, Says Pioneering Sustainable Investor
Six questions for Geeta Aiyer, founder and president of Boston Common Asset Management.
As Court Threatens to Nix Roe v. Wade, Companies Face Shareholder Votes on Reproductive Rights
For Lowe’s, Walmart, and TJ Maxx, abortion access is critical to attracting employees, some investors say.
Hate the Sin, Love the Stock: Investors’ ESG Exclusions Leave Opportunities
Undervalued shares include AB InBev, Boston Beer, Imperial Brands, and Roblox.
Why Sustainable Investors Should Stay the Course
Your portfolio may be struggling now, but it’s still helping generate positive ESG outcomes.
U.S. Sustainable Fund Flows Slid in First-Quarter 2022
But demand showed resilience amid a broader U.S. market slowdown.
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
Sustainability or ESG? Do the Words We Use Make a Difference?
The widespread use of “ESG” obscures the broader purpose of sustainable investing and makes it easier to attack.
Nearly Half of Berkshire Hathaway's Independent Shareholders Support Climate, Diversity Reporting
Investors reject board advice; a climate report "would be good for investors to hear," Morningstar analyst says.
More Companies Face Backlash on Social Issues. Is Citigroup the Next Disney?
As Citi assists workers who want to seek abortions, a Texas lawmaker wants to stop the bank from underwriting bonds.
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.