Investing in ESG Portfolios

Potential to improve investments and improve the world with a sustainable investing framework.

Sustainable Investing Approaches

Our framework helps you communicate environmental, social, and governance (ESG) investing to your clients to better align their investments with their values.

Apply Exclusions

Apply Exclusions

This approach avoids investment in companies, industries, or sectors that may negatively affect the planet or society, such as those tied to fossil fuels or tobacco
Limit ESG Risk

Limit ESG Risk

This approach considers industry-relevant sustainability risks that could materially affect a company’s value
Seek ESG Opportunities

Seek ESG Opportunities

This approach identifies the leaders in sustainability and the companies that are actively improving their ESG practices to build competitive advantage
Practice Active Ownership

Practice Active Ownership

This approach focuses on investor engagement, shareholder proposals, proxy voting, and public advocacy to improve corporate sustainability, transparency, and performance
Target Themes

Target Themes

This approach focuses on investments created with targeted exposure to companies affecting long-term trends—such as renewable energy, clean water, or gender equity
Assess Impact

Assess Impact

This approach evaluates the social and environmental impacts of underlying investments

Sustainable Investing with Direct Indexing

Personalized, tax-efficient portfolios that incorporate leading ESG data to deliver an investment experience with greater choice and flexibility.

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Morningstar® ESG Portfolios

Our portfolios are designed to align with your clients' motivations, helping to create a more personalized investment.

Talk to a Consultant to Learn More About Our ESG Portfolios.

Why Morningstar Investment Management for ESG?

We incorporate leading robust research from Morningstar Sustainalytics and Morningstar Inc. as a foundation of our investment process and ESG portfolios. There is no one-size-fits-all approach for ESG investing. We offer options to suit many sustainable investing styles.

Morningstar ESG Focus

Our ESG portfolios draw upon the combined research and experience of Morningstar Indexes, Morningstar Research Services, Morningstar Sustainalytics, and Morningstar Investment Management.

Morningstar Sustainalytics

Morningstar Sustainalytics

Morningstar Sustainalytics offers ESG data and ratings covering 13,000+ companies, supporting the sustainability ratings of over 80,000 managed products globally.
Morningstar Equity Research

Morningstar Equity Research

Our data set contains more than 75 ESG metrics, including the Morningstar Sustainability Rating™ for 36,000 funds, as well as data points to screen for ethical issues.
Morningstar Indexes

Morningstar Indexes

With over 25,000 indexes and more than 20 years of indexing expertise, Morningstar Indexes empowers investor success with a robust range of index options across all major asset classes, styles, and strategies.