Solution introduction

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.

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.

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