Growth Bias Has Hurt Sustainable Equity Funds This Year
For ESG investors, energy underweighting is not as big a factor.
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 the Russia-Ukraine Conflict Is Changing the Game in Carbon Markets
Two key economic forces should dictate how carbon credit prices move in the short term.
3 Fund Firms That Fall Short of ESG Best Practices
A peek behind the curtain of the Morningstar ESG Commitment Level.
3 Fund Firms That Meet ESG Expectations
A peek behind the curtain of the Morningstar ESG Commitment Level.
Venture Capital Investment Trends in Emissions Reduction Technologies
Two areas in climate tech that are worth watching this year.
Investing in Climate Action: 2 Renewable Energy Stocks to Consider
These companies are poised to benefit from U.S. climate legislation.
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
Demand for Oil Will Stay High. What’s an ESG Investor to Do?
The answer involves lots of uncomfortable tradeoffs.
5 Clean Energy Funds to Consider
Comparing your options for investing in clean energy and electric vehicle ETFs.
Defenders of ESG Go on the Offensive
Plus, a trip to Bizarro ESG World.
How Much of Your Portfolio Is Addressing Climate Change?
Use Morningstar’s new impact metrics tools to find out.
2 Takeaways About the SEC’s Proposed Climate Disclosure Rule
U.S. asset managers’ comments reveal broad support but also deep concerns in some key areas.
Social Sustainability
3 Fund Firms With Above-Average Sustainability Practices
A peek behind the curtain of the Morningstar ESG Commitment Level.
While Criticizing ESG Investing, Florida, Texas Public Pensions Have Overwhelmingly Supported ESG Resolutions, Morningstar Study Says
Florida also supported ESG in 2022 proxy season, analyst says.
3 ESG Firms Leading the Way to a More Sustainable Future
A peek behind the curtain of the Morningstar ESG Commitment Level.
Public Pensions Overwhelmingly Vote for ESG
Support crosses party lines, often exceeding that of ESG-focused funds.
How Advisors Can Help Clients Invest Sustainably Outside of 401(k)s
Investors have more choices but face greater complexity.
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
ESG as Process Versus ESG as Product
Understanding the difference can help clear up confusion around ESG investing.
ESG Reporting: Don’t Expect a Single Global Standard Anytime Soon
The latest proposed climate and sustainability standards highlight the obstacles to achieving global consistency.
Are Carbon Credits Ready for Their Close-Up?
We believe they have potential, but design flaws limit their current reach.
Wanted: Low ESG Risk, High Sustainable Impact, and a Moat. We Have Three Companies.
We highlight a trio of promising climate-action stocks.
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.