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 ESG Risk Rating for Funds can help investors communicate and market the sustainability credentials of their funds to wealth managers and retail investors.
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Morningstar ESG Risk Rating for Funds
Leveraging Sustainalytics’ ESG Risk Ratings, the Morningstar ESG Risk 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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A Single Market Standard
Consistent approach to ESG assessments across the investment spectrum.
Award-Winning Research and Data
Firm recognized as Best ESG Research and Data Provider by Environmental Finance and Investment Week.
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ESG products and services that serve the entire investment value chain.
30 Years of ESG Expertise
800+ ESG research analysts across our global offices.
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As recognized by Environmental Finance and the Climate Bonds Initiative.
Related Insights and Resources
Tapping Into the Rise of No- and Low-Alcohol: Opportunities and Risks for Beer, Wine, and Spirits Companies
This article shows how investors can use Sustainalytics’ ESG Risk Ratings to identify alcohol companies that are focusing on non-alcoholic products and are well positioned to tap into the growing market and offset a potential decline in sales.
Biodiversity in the Balance: Revisiting Portfolio Risks
On the occasion of COP16, this article updates previous research from Morningstar Sustainalytics showing how investing in companies facing high levels of risk associated with biodiversity loss can have a material effect on long-term portfolio performance.
