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Morningstar Sustainability Rating for Funds

Clearly demonstrate your ESG performance

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At a time when ESG considerations are increasingly part of investment and portfolio construction decisions, there is a need among investors to communicate a credible signal that demonstrate their ESG performance. Based on Sustainalytics’ company research, Morningstar's fund ratings can help investors communicate and market the sustainability credentials of their funds to wealth managers and retail investors.

Morningstar Sustainability Rating for Funds 

Leveraging Sustainalytics’ ESG Risk Ratings, the Morningstar® Sustainability Rating for Funds provides a snapshot of how well ESG risk is managed at a fund level relative to its peer group. 

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Data Coverage 

55 Fund Metrics

13 Company Metrics

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Investment Coverage 

40,000+ Funds

12,000+ Companies

Morningstar Low Carbon Designation for Funds 

Based on the company-level data from Sustainalytics’ Carbon Risk Ratings, the Morningstar® Low Carbon Designation for Funds identifies how well the risks associated with the transition to a low carbon economy is managed relative to the fund’s peer group.

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Data Coverage 

70 Fund Metrics

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Investment Coverage 

30,000+ Funds

Why Sustainalytics?

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A Single Market Standard

Consistent approach to ESG assessments across the investment spectrum.

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Award-Winning Research and Data

Firm recognized as Best ESG Research and Data Provider by Environmental Finance and Investment Week.

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End-to-End ESG Solutions

ESG products and services that serve the entire investment value chain.

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30 Years of ESG Expertise

800+ ESG research analysts across our global offices.

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A Leading SPO Provider

As recognized by Environmental Finance and the Climate Bonds Initiative.

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