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
Navigating Material Climate Risks in the Global Equities Market
From Beginning to End: Raw Materials, Risk and Lifecycle Management in the Automobile Industry
Material Matters: The Role of ESG Materiality in Sustainable Investment Strategies
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
Why Sustainalytics?
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.
End-to-End ESG Solutions
ESG products and services that serve the entire investment value chain.
30 Years of ESG Expertise
800+ ESG research analysts across our global offices.
A Leading SPO Provider
As recognized by Environmental Finance and the Climate Bonds Initiative.
Related Insights and Resources
The Downside of Digital Transformation for Utilities: Data Privacy and Cybersecurity Risks
This article highlights the increasing materiality of data privacy and cybersecurity risks for utilities. It outlines the sector’s digital transformation and the ensuing cybersecurity vulnerabilities that have followed. It also shows how companies are responding to these risks and the changing regulatory landscape.