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
Analysis: Strong Data Privacy and Security Management Pays Off
ESG Data Market Gaps: 3 Areas of Interest for Investors Measuring Material ESG Risk
The Role of Sustainable Aviation Fuel in Achieving Decarbonization by 2050
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
ESG Data Market Gaps: 3 Areas of Interest for Investors Measuring Material ESG Risk
Many global investors already incorporate ESG factors into their evaluation of public companies across developed markets. We are now observing increasing interest in applying ESG considerations across a broader set of asset classes and regions.
The Role of Sustainable Aviation Fuel in Achieving Decarbonization by 2050
Meeting the aviation's industry's goal of decarbonization by 2050 will require a collective effort and more ambitious measures than those currently in place, including carbon offsetting, route optimization, fuel efficiency and fleet renewals that involve a shift to more eco-friendly aircraft. However, all of these measures still revolve around fossil fuels as a source of energy.
Telecom Network Outages, the ESG Risks of a Connected World
The telecom industry is exposed to several Material ESG Issues, including Data Privacy and Security, Business Ethics, Human Capital and Product Governance. Product Governance issues in the telecom industry include service quality, maintaining reliable, high-speed networks, and responding to customer billing concerns.