Women Make Progress on Corporate Boards, but C-Suite Gains Are Scant
Stocks perform better in the long term when their companies’ boards and management include more women.
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.
5 ESG Risks and 5 Bargains in Auto Stocks
These companies face many ESG risks but offer attractive upsides.
In the ESG Backlash, What Makes Sense and What Doesn’t?
Deconstructing 5 criticisms of ESG.
8 Stocks for Impact-Minded ESG Investors
Yes, valuation and values can overlap; we see solid long-term opportunities in Glaxo, STMicro, and BorgWarner.
Why You Should Care About Net Zero and Other Climate Jargon
Make no mistake, companies meeting net-zero targets will be critical to shareholder return.
Does Your Sustainable Fund Always Vote in Favor of ESG? Apparently Not.
Proxy voting decisions will help investors select funds that best reflect their sustainable-investing priorities.
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.
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
5 ESG Risks and 5 Bargains in Auto Stocks
These companies face many ESG risks but offer attractive upsides.
3 Undervalued Renewable Energy Stocks
These clean energy stocks are focused on green energy and trading at attractive valuations.
An Invisible Killer: Why Investors Should Be Mindful of Non-Greenhouse-Gas Air Emissions
Tightening of air quality standards gives rise to ESG risks.
How Investors Can Mitigate Climate Risks in the Stock Market
Risks associated with climate change include drought, loss of agricultural crops, and floods.
Why You Should Care About Net Zero and Other Climate Jargon
Make no mistake, companies meeting net-zero targets will be critical to shareholder return.
Social Sustainability
Shareholders Demand Accountability on Gender Equity. It’s Good Management.
Gender-related resolutions jumped 46% in the 2022 proxy season. Key themes were harassment and reproductive rights.
How Did the Top U.S. Asset Managers Vote on ESG Shareholder Resolutions?
Morningstar’s analysis reveals solid but varying support by managers.
How Devoted Is Your Fund Manager to Sustainable Investing?
The answer may surprise you. Three takeaways from the Morningstar ESG Commitment Level landscape.
How Advisors Can Engage With Shareholder Advocacy
Consider your clients’ goals to determine how you can be most effective.
How to Find Funds That Address Systemic Racism and the Wealth Gap
This Martin Luther King Jr. Day, consider what tools you can use to create change.
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
What to Expect From This Year’s Proxy-Voting Season
Watch proxy votes at Big Oil and Starbucks. What to do if a company ignores you.
3 Stocks That Stress Equal Pay As We Observe International Women’s Day
American Express, Citigroup, and Adobe are leading the charge in pay equity.
How Are U.S. Asset Managers Voting on Corporate Political Activity?
Investors need transparency from managers to make informed decisions on how to invest their values.
A New Paradigm for Understanding Risk
Will ESG become the investment framework of the 21st century?
The 2022 U.S. Sustainable Funds Landscape in 5 Charts
Sustainable flows sink. Vanguard jumps into first place. And despite a weak 2022, sustainable funds outperformed in the long term.
11 Stocks to Examine Through a Sustainability Lens
Investors can use ESG information in many useful ways.
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.