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
Why ESG Investors Follow the Elon Musk Twitter Takeover
Ocean Carriers Facing Increased ESG Risk Amidst Supply Chain Crisis
ESG Implications of Russia’s Invasion of Ukraine on the Automotive Industry
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
Why ESG Investors Follow the Elon Musk Twitter Takeover
A self-proclaimed “free speech absolutist”, Musk has criticized what he views as excessive moderation on online platforms, indicating his desire to ease Twitter’s content moderation policies and only remove content deemed illegal by governments.
Ocean Carriers Facing Increased ESG Risk Amidst Supply Chain Crisis
Maritime shipping is the most common mode of transport for global trade, with around 80-90% of the volume of international trade in goods carried by sea. Complex supply chain challenges around the world made 2021 an exceptionally challenging year for retailers, exacerbating global inflation. Still, it was also very profitable for ocean carriers and containership owners.
ESG Implications of Russia’s Invasion of Ukraine on the Automotive Industry
The Russia-Ukraine conflict has put more pressure on a sector that was already constrained by the disrupted supply chains, brought about by pandemic-induced congestions and shortages. Additionally, the surge in fuel price is already affecting customers, although it may accelerate the adoption of electric vehicles (EVs) as a side effect. However, the scarcity of minerals, which are necessary for semiconductor manufacturing, may further exacerbate the chip shortage that has afflicted the automotive industry since 2020.
