Investing in a Sustainable Future
Stay ahead of changing investor preferences with Morningstar’s latest ESG research findings and in-practice ideas.
A global standard for sustainable investing
The Morningstar Sustainability Rating™ for funds allows investors to understand how the companies in their portfolios are managing their environmental, social, and governance – or ESG – risks relative to their peers. This rating is built to enable advisors and investors to directly compare companies across industries, and a refined design aims to make it easier to use as they make investment decisions.
FOR INVESTORS
Join a new generation of investors.
Use Sustainability Ratings to evaluate investment opportunities or spark new conversations with your advisor and determine whether funds marketed as socially responsible investments deliver what they promise.
To learn how we come up with our rating read our methodology.
FOR ADVISORS
Be the go-to advisor for sustainable and socially responsible investing.
Reach new demographics of investors and better serve your existing clients (who might care about sustainability, even if you don’t know it). You can help your clients understand how sustainable investing has evolved beyond socially responsible investing and which strategy will deliver what matters most to them.
FOR ASSET MANAGERS
Stand out in front of investing trends.
Address changing investor preferences by considering sustainable investing factors when developing new investments.
Introducing Morningstar’s ESG Reporting Solutions
Be a leader in personalization and transparency by effectively communicating about environmental, social, and governance (ESG) factors at a time when sustainability considerations are part of every investment decision.
Our Proxy Data
Insights
How Fund Families Support ESG-Related Shareholder Proposals
Read more about how fund families are engaging in the proxy voting process and what we were able to determine from the data.
Webinar
Morningstar’s Sustainable Investing Webinar
Catch the latest recap on shareholder engagement and fund proxy voting trends from our ESG webinar series.
FAQs
Your Questions, Our Answers
Have questions about our proxy data offerings? We’ve got the answers. Check out our FAQs.
Read Our Research
Sustainable Funds Landscape Report
Discover the state of the sustainable fund universe and learn where there’s growth in sustainable funds, flows, and assets.
The Morningstar Sustainability Rating
Learn why we created the Morningstar Sustainability Rating and how to use it to evaluate funds.
Morningstar Sustainability Atlas
We explore the sustainability profiles of Morningstar’s 46 equity market indexes using company-level ESG scores.
Thematic Investing
Sustainalytics, Morningstar’s ESG-research partner, examines 10 ESG-inspired investment themes for 2020.
Moving Beyond Exclusion
Based on the research we’ve studied, we can’t find any reason to suggest that sustainability means diminished performance.
Does Investing Sustainably Mean Sacrificing Return?
We studied the performance of the Morningstar Sustainability Index family and found how many ESG indexes outperform their non-ESG equivalents.
Use ESG data and research in your work.
Address changing investor preferences by considering sustainable investing factors when developing new investments.
Morningstar OfficeSM and Morningstar DirectSM
Get access to our sustainability ratings, product involvement, and carbon metrics in the Morningstar Office and Morningstar Direct. ESG data can help advisors and wealth managers choose suitable funds and perform stock research. It can also help asset managers build sustainable products and evaluate their competitors.
Morningstar Manager Selection Services
Work with our award-winning global manager selection team to build a custom list of suitable funds and ETFs well positioned to cause positive change in environmental, social or governance issues and meet the sustainable investing expectations of end investors.
Morningstar Indexes
Discover how you can create distinct products based on our sustainability indexes. Help investors take steps toward investing with positive environment, social, or governance impact.
Morningstar Essentials
Use our ESG research and sustainability ratings to send the right message to investors about your firm’s funds.
