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.
Latest Insights
Child Labor in Cocoa Supply Chains: Unveiling the Layers of Human Rights Challenges
Biodiversity in the Balance: Hedging Portfolio Risks
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.
Data Coverage
55 Fund Metrics
13 Company Metrics
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.
Data Coverage
70 Fund Metrics
Investment Coverage
30,000+ Funds
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Related Insights and Resources
Navigating the EU Regulation on Deforestation-Free Products: 5 Key EUDR Questions Answered About Company Readiness and Investor Risk
The EUDR comes into effect in December 2024, marking an important step in tackling deforestation. In this article, we answer five key questions who the EUDR applies to, how companies are meeting the requirements, and the risks non-compliance poses to both companies and investors
Child Labor in Cocoa Supply Chains: Unveiling the Layers of Human Rights Challenges
Child labor remains a persistent issue in the cocoa supply chain. So can major food brands do to stop it? Discover the steps companies can take to address the issue and ways investors can engage with companies to mitigate it.