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.
Sustainable Investing Approaches
Apply sustainability data and insights across your workflow
ESG Capabilities for Financial Advisors
Goal Bridge
Tailor goal-setting and investment planning to clients with an interest in sustainability with this tool for financial advisors.
Morningstar® Advisor WorkstationSM
Filter and select funds that align to your clients’ sustainability preferences for better financial planning, client-facing reports, and easier proposal generation—all in one solution.
Morningstar® Enterprise Components
Create a more engaging digital experience for your team and your clients that brings sustainability considerations into research, portfolio analysis, and retirement-plan management.
Morningstar OfficeSM
Screen for client preferences from a sustainability perspective with an all-in-one portfolio and practice management tool designed for independent financial advisors.
Morningstar Risk Ecosystem
Access a world-class psychological risk tolerance tool that helps you simplify processes, stay compliant, and reassure clients.
Morningstar® Advisor WorkstationSM
Filter and select funds that align to your clients’ sustainability preferences for better financial planning, client-facing reports, and easier proposal generation—all in one solution.
Morningstar® Data
Access global equity, managed investments, and market data with a sustainability lens from all major global exchanges for professional use.
Morningstar DirectSM
Conduct competitive analysis and product management with ESG asset flows and fund screenings from a sustainability lens.
Morningstar® Enterprise Components
Create a more engaging digital experience for your team and your clients that brings sustainability considerations into research, portfolio analysis, and retirement-plan management.
Morningstar Equity Research
Read independent, comprehensive evaluations on equities, funds, and managed investment products from a sustainability perspective.
Morningstar OfficeSM
Screen for client preferences from a sustainability perspective with an all-in-one portfolio and practice management tool designed for independent financial advisors.
Manager Selection Services
Access manager selection and investment analysis for financial advisors from a sustainability perspective.
PitchBook
Receive data, analysis, industry news, and in-depth reports on the private and public markets for global business professionals from a sustainability lens.
Morningstar DirectSM
Conduct competitive analysis and product management with ESG asset flows and fund screenings from a sustainability lens.
Morningstar® Enterprise Components
Create a more engaging digital experience for your team and your clients that brings sustainability considerations into research, portfolio analysis, and retirement-plan management.
Morningstar® Advisor WorkstationSM
Filter and select funds that align to your clients’ sustainability preferences for better financial planning, client-facing reports, and easier proposal generation—all in one solution.
Morningstar® Data
Access global equity, managed investments, and market data with a sustainability lens from all major global exchanges for professional use.
Morningstar DirectSM
Conduct competitive analysis and product management with ESG asset flows and fund screenings from a sustainability lens.
Morningstar® Enterprise Components
Create a more engaging digital experience for your team and your clients that brings sustainability considerations into research, portfolio analysis, and retirement-plan management.
Morningstar® Managed PortfoliosSM
Access ESG portfolios that package up proprietary intellectual property in a portfolio that performs rigorous research and investment selection at a lower cost.
Morningstar OfficeSM
Screen for client preferences from a sustainability perspective with an all-in-one portfolio and practice management tool designed for independent financial advisors.
Morningstar DirectSM
Conduct competitive analysis and product management with ESG asset flows and fund screenings from a sustainability lens.
Morningstar® IndexesSM
Access a comprehensive, accessible set of index solutions designed to support the unique needs of investors across a diverse range of ESG objectives.
Morningstar® Managed PortfoliosSM
Access ESG portfolios that package up proprietary intellectual property in a portfolio that performs rigorous research and investment selection at a lower cost.
ESG Reporting Solutions
Communicate complex sustainability information with clear and compelling visuals. Easy-to-use templates highlight the data that’s most useful to you and your clients.
Morningstar® Advisor WorkstationSM
Filter and select funds that align to your clients’ sustainability preferences for better financial planning, client-facing reports, and easier proposal generation—all in one solution.
Morningstar® Data
Access global equity, managed investments, and market data with a sustainability lens from all major global exchanges for professional use.
Morningstar DirectSM
Conduct competitive analysis and product management with ESG asset flows and fund screenings from a sustainability lens.
Morningstar® Enterprise Components
Create a more engaging digital experience for your team and your clients that brings sustainability considerations into research, portfolio analysis, and retirement-plan management.
Morningstar® IndexesSM
Access a comprehensive, accessible set of index solutions designed to support the unique needs of investors across a diverse range of ESG objectives.
ESG Capabilities for Wealth & Asset Managers
Morningstar® Data
Access global equity, managed investments, and market data with a sustainability lens from all major global exchanges for professional use.
Morningstar DirectSM
Conduct competitive analysis and product management with ESG asset flows and fund screenings from a sustainability lens.
Morningstar® IndexesSM
Access a comprehensive, accessible set of index solutions designed to support the unique needs of investors across a diverse range of ESG objectives.
PitchBook
Receive data, analysis, industry news, and in-depth reports on the private and public markets for global business professionals from a sustainability lens.
Sustainalytics Thought Leadership
Access sustainability insights from the experts at Sustainalytics, a global leader in ESG data and research.
DBRS Morningstar®
Get independent sustainability ratings for corporate and sovereign entities, financial institutions, and structured finance instruments.
Morningstar® Data
Access global equity, managed investments, and market data with a sustainability lens from all major global exchanges for professional use.
Morningstar Equity Research
Read independent, comprehensive evaluations on equities, funds, and managed investment products from a sustainability perspective.
Morningstar® Managed PortfoliosSM
Access ESG portfolios that package up proprietary intellectual property in a portfolio that performs rigorous research and investment selection at a lower cost.
Sustainalytics Research
Create investment universes that comply with client mandates and regulatory requirements with our suite of ESG screening solutions.
Morningstar DirectSM
Conduct competitive analysis and product management with ESG asset flows and fund screenings from a sustainability lens.
Morningstar® IndexesSM
Access a comprehensive, accessible set of index solutions designed to support the unique needs of investors across a diverse range of ESG objectives.
Morningstar® Managed PortfoliosSM
Access ESG portfolios that package up proprietary intellectual property in a portfolio that performs rigorous research and investment selection at a lower cost.
Morningstar® Advisor WorkstationSM
Filter and select funds that align to your clients’ sustainability preferences for better financial planning, client-facing reports, and easier proposal generation—all in one solution.
Morningstar® Data
Access global equity, managed investments, and market data with a sustainability lens from all major global exchanges for professional use.
Morningstar DirectSM
Conduct competitive analysis and product management with ESG asset flows and fund screenings from a sustainability lens.
Morningstar® Enterprise Components
Create a more engaging digital experience for your team and your clients that brings sustainability considerations into research, portfolio analysis, and retirement-plan management.
Morningstar® Data
Access global equity, managed investments, and market data with a sustainability lens from all major global exchanges for professional use.
Morningstar DirectSM
Conduct competitive analysis and product management with ESG asset flows and fund screenings from a sustainability lens.
Sustainalytics Compliance Research
Create investment universes that comply with client mandates and regulatory requirements with our suite of ESG screening solutions.
Morningstar® Advisor WorkstationSM
Filter and select funds that align to your clients’ sustainability preferences for better financial planning, client-facing reports, and easier proposal generation—all in one solution.
Morningstar® Data
Access global equity, managed investments, and market data with a sustainability lens from all major global exchanges for professional use.
Morningstar® Enterprise Components
Create a more engaging digital experience for your team and your clients that brings sustainability considerations into research, portfolio analysis, and retirement-plan management.
Morningstar® IndexesSM
Access a comprehensive, accessible set of index solutions designed to support the unique needs of investors across a diverse range of ESG objectives.
Morningstar Publishing System
Use our end-to-end document management service to centralize and securely deliver sustainability-centric factsheets, regulatory documents, and marketing communications.
Presentation Studio
Distill complex ESG information into clean and clear visuals with Morningstar Direct’s reporting templates.
ESG Reporting Solutions
Communicate complex sustainability information with clear and compelling visuals. Easy-to-use templates highlight the data that’s most useful to you and your clients.
Morningstar 3rd Party Advertising
Promote your sustainability story to investors on Morningstar.com.
Morningstar EssentialsTM
Access investment statistics and ratings for institutional marketing professionals from a sustainability perspective.
Morningstar Publishing System
Use our end-to-end document management service to centralize and securely deliver sustainability-centric factsheets, regulatory documents, and marketing communications.
ESG Capabilities for Institutional Advisors
Morningstar® IndexesSM
Access a comprehensive, accessible set of index solutions designed to support the unique needs of investors across a diverse range of ESG objectives.
PitchBook
Receive data, analysis, industry news, and in-depth reports on the private and public markets for global business professionals from a sustainability lens.
Sustainalytics Thought Leadership
Access sustainability insights from the experts at Sustainalytics, a global leader in ESG data and research.
Sustainalytics Research
Create investment universes that comply with client mandates and regulatory requirements with our suite of ESG screening solutions.
Morningstar® IndexesSM
Access a comprehensive, accessible set of index solutions designed to support the unique needs of investors across a diverse range of ESG objectives.
Morningstar® Managed PortfoliosSM
Access ESG portfolios that package up proprietary intellectual property in a portfolio that performs rigorous research and investment selection at a lower cost.
Sustainalytics Engagement Services
Access collaborative engagements informed by Sustainalytics’ company research for a coherent approach to ESG across the investment value chain.
Morningstar® Managed PortfoliosSM
Access ESG portfolios that package up proprietary intellectual property in a portfolio that performs rigorous research and investment selection at a lower cost.
Sustainalytics Compliance Research
Create investment universes that comply with client mandates and regulatory requirements with our suite of ESG screening solutions.
ESG Reporting Solutions
Communicate complex sustainability information with clear and compelling visuals. Easy-to-use templates highlight the data that’s most useful to you and your clients.
Morningstar® IndexesSM
Access a comprehensive, accessible set of index solutions designed to support the unique needs of investors across a diverse range of ESG objectives.
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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