Sustainability or ESG?
The widespread use of ‘ESG’ obscures its broader purpose.
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.
Tesla Shareholder Meeting Results: What Have We Learned?
Strong support for changes to environmental, social, and governance practices means Tesla’s board has some key decisions to make.
When It Comes to Air Travel and Sustainability, Flyers Aren’t Walking the Walk
Less than 1% of flyers buy carbon offsets. What that means for airline stocks.
Electric Vehicles Are Winners in the Inflation Reduction Act
New law puts charge in EV market.
Baby Formula Shortage Tests Outlook for Manufacturers
Product safety issues threaten competitive advantages. Watch out for Reckitt’s restructuring plans.
How Advisors Can Help Clients Invest Sustainably in Retirement Accounts
Don’t let limited plan options prevent clients from investing the way they want.
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
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.
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.
Social Sustainability
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.
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.
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
Anti-ESG Sentiment Gains Spotlight but Not Support
Though these shareholder proposals received a lot of attention this proxy season, they garnered few votes.
Sustainability Books: Your Summer Reading List
A clutch of book recommendations from sustainable-investing experts.
The Inflation Reduction Act Is Spurring Interest in Clean Energy and Climate-Conscious Investing
Renewable energy funds already awash in inflows. How to position your portfolio.
2022′s Top Sustainable Funds Weather a Tough Market
Some ESG outperformers got a boost from a usually nonsustainable sector: energy.
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.
Cutting Through the Nonsense Around ESG
Block out the noise and focus on these three points.
Finding the Right ESG Funds for Your Portfolio, Part 2
By taking the time to explore the different approaches to sustainable investing, you can find the right investments for your situation.
A Long-Term Commitment to Sustainability Can Help Investors Weather Short-Term Market Turmoil
But some sustainable investors may want to adjust their style exposure.
The Untapped 29%: The Next Wave of Sustainable Investors
How to turn interested observers into participants.
8 Top Funds for Sustainable Investing
These medalists earn high ESG Commitment Level ratings.
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.