Align Investment with Values
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We’ll show you how you can use ESG data alongside other factors in Morningstar DirectSM or Morningstar Office.SM See what is driving a fund’s Sustainability Rating using our full dashboard of sustainability metrics.

ESG Data for Asset Managers

Conduct competitive analysis by screening funds on sustainability factors.
Create sustainable products and use benchmarks to evaluate how funds stack up.
Assess how companies in a portfolio manage carbon risk.

ESG Data for Advisors and Wealth Managers

Select suitable ESG funds and stocks that align with investor values.

Conduct competitive analysis by screening funds on sustainability factors.

Assess how companies in a portfolio manage carbon risk.

Get access to our sustainability ratings, product involvement,
and carbon metrics.

Global Risk Model

Identify an investment’s true sources of risk using factors from our forward-looking analysis.

Presentation Studio

Build from a strong analytics foundation to deliver custom proposals and reports for your clients.

Research Portal

Access the latest investment research and fund evaluations, curated for relevance to your work.

Asset Allocation

Identify optimal asset-allocation policies and enhance forecasts of future performance.

Portfolio Construction

Build models and portfolios that reflect how your asset allocation strategies can help meet clients’ goals.

Peer Analysis

Apply benchmarks, defined data, and ranking analysis to monitor the performance of custom-grouped investments.

Investing in a Sustainable Future

Read our research findings and in-practice ideas about sustainable investing.