Sustainable Equity Funds Outperform Traditional Peers in 2020
A strong year for ESG equity index funds.
Environmental, Social, and Governance Investing
Sustainable investing is an overarching investment approach that incorporates environmental, social,
and corporate governance (ESG) criteria throughout the investment process. Explore our insights on the area
and how you can incorporate ESG into your portfolio.
Featured
Did ESG Pay Off for Fund Investors Last Year? Yes and No.
Funds courting less ESG risk topped their indexes more often than funds courting more ESG risk in a topsy-turvy 2020.
3 Momentous Events Highlight the Impact of Investing in 2020
The pandemic, the fight for racial justice, and the presidential election demonstrate the importance of weighing in with capital to create positive societal change.
Sustainalytics: How Combining ESG Risk and Moat Ratings Can Benefit Portfolios
An overview of our recent report that looks at the relationship between ESG risk and moat ratings and, using back-testing, how portfolios based on the two ratings might have performed.
Global Disclosure Practices: How Markets Around the World Stack Up
Morningstar's analysis of global disclosure structures highlights the importance of transparency around investments and incremental improvements.