Navigate the Landscape of Sustainable Investing
As environmental, social, and governance (ESG) factors increasingly become part of investing conversations, there’s an influx of new information. While new investor frontiers don’t show up with maps, that’s where Morningstar can help.
Explore your Investable World
For every investor, today's strategies require new combinations of data. Illuminate everyday topics like water scarcity and climate with our visualization tool, which assesses risk, impact, and performance across a global landscape of over 700 thematic funds. It's your world. Are you invested?
ESG Investing Approaches
See What’s New With Sustainable Investing at Morningstar
FINANCIAL COMMUNICATION
ESG Reporting
Learn how you can distill the complexities of ESG into clean and clear visuals with Morningstar’s reporting services.
FIXED INCOME
Suitability Risk of Sovereign Holdings
With its newest enhancement, the Morningstar Sustainability Rating is incorporating the ESG Risk of sovereign holdings in a fund. Now, users can break down the Globe Rating and better understand the ESG risk of diversified portfolios in a nuanced way.
REGULATORY COMPLIANCE
EU Action Plan Solutions
The European Commission has adopted a 10-point action plan, which aims to leverage financial markets in order to address sustainability challenges. Learn what the EU Action Plan means for investors, advisers, and asset managers.
RETIREMENT PLANNING
ESG Pooled Employer Plan
Learn about a new retirement plan with an ESG-focused investment lineup. Packaged as a pooled employer plan—a new retirement plan design accessible to employers of all sizes—this innovative offering can assist plan participants in saving for the future while helping to mitigate the ESG risks in their portfolios.
Dig Into Our Expertise
CASE STUDY
ABN AMRO | Morningstar Client Story
WEBINAR
Morningstar Sustainability Ratings Methodology Change
GUIDE
Morningstar Guide to ESG Screening
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