Skip to Content
Sustainability Matters

10 Sustainable Investing Stories of 2019

We examine the developments and consider their implications for 2020.

1. The Growing Immediacy of Climate Change
Directly experiencing extreme and volatile weather events will spur increased investor concern about climate risk in their portfolios.
Climate change is becoming a more immediate concern as people everywhere are directly experiencing extreme and uncommon weather events. The hottest July on record occurred this year, and 2019 is on track to be the second hottest year since modern temperature data collection began in 1880. These trends and events, as well as those beyond our direct experience, are constantly in the headlines, interpreted in the context of climate change and set alongside a steady stream of scientific reports all pointing to the same conclusion: that human-caused climate change is warming the earth and changing its climate, and the worst effects can still be avoided by drastically reducing greenhouse gas emissions over the next two decades.

I expect investors to become increasingly concerned about the impact of climate change on their portfolios. They'll want to reduce climate risk, and there is some academic evidence they are already doing so. A group of Swiss researchers found that funds Morningstar labeled as "low carbon" experienced higher net flows compared with otherwise similar funds.

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.