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Commentary

Introducing a New Way to Size Up ESG Risk

Our enhanced Sustainability Rating helps investors better evaluate their funds' overall risk to ESG factors.

We’ve retooled our Sustainability Rating to help users better analyze and evaluate a fund portfolio’s aggregate environmental, social, and governance, or ESG, risks. We will debut the new rating on the Portfolio tab of fund and exchange-traded fund quote pages on Morningstar.com in November.

What’s New
Investors increasingly view sustainability as a way to understand the vulnerability of their investment portfolios to ESG factors. Our new Sustainability Rating scores the overall ESG risk in a fund portfolio. We think this will be more useful for users who seek to understand and manage the ESG implications of their investments. 

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