How Advisors Can Help Clients Invest Sustainably in Retirement Accounts
Don’t let limited plan options prevent clients from investing the way they want.
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 Much of Your Portfolio Is Addressing Climate Change?
Use Morningstar’s new impact metrics tools to find out.
Does Your Fund Reflect Your Personal Values?
Add Morningstar’s new product involvement screens to your sustainable-investing toolkit.
Proxy Voting at Tesla’s Meeting Will Focus on the E and S in ESG
Resolutions at the automaker’s upcoming shareholder meeting closely reflect key trends on environmental and social themes.
Look Beyond ESG ETFs' Labels
A deep dive across the most popular broad-market, passive ESG options.
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.
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
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.
Consumer Goods Companies Are Among the Heaviest Adopters of Net-Zero Targets
But making headway will depend on engaging suppliers and consumers.
What We Told the SEC About Climate-Related Risk Disclosures
Morningstar supports the commission’s new rule and offers suggestions to improve it.
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.
Social Sustainability
Proxy Voting: Where Does Your Fund Manager Stand on ESG Issues?
As environmental and social proposals proliferate, fund managers are outlining their voting intentions in greater detail.
What Sustainability Risks Are Woven Into Fast Fashion?
Certain low-cost apparel companies have low ESG risks and competitive advantages.
There's More to Sustainability Than Meets the Eye
There is no one-size-fits-all in sustainable investing.
In a Tough Quarter, Sustainable Strategies Struggled But Stayed Competitive
Healthcare stocks help offset the impact of tech stock declines and energy stock strength.
Will the U.S. Supreme Court Deny Investors the Climate-Risk Information They Need?
A novel legal theory could provide the basis for invalidating the SEC’s climate-disclosure rule.
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
Cutting Through the Nonsense Around ESG
Block out the noise and focus on these three points.
Baby Formula Shortage Tests Outlook for Manufacturers
Product safety issues threaten competitive advantages. Watch out for Reckitt’s restructuring plans.
Are Sustainable Investors More Likely to Stay the Course?
First-half flows into sustainable funds suggest the answer may be yes.
U.S. Sustainable Funds See Outflows for the First Time in Five Years
Sustainable bond funds shine a light in an otherwise dim quarter.
After Roe, Collecting Your Data Puts Companies at Risk
Digital surveillance and data monetization create privacy risks for companies as consumers seek information about abortions.
Sustainable Investing in Emerging Markets Can Help Returns and Make a Difference
More capital is needed to address climate change and other sustainability issues.
Toward Sustainable Funds 2.0
Funds should be more transparent, more focused on impact and engagement.
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.