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
Limit ESG Risk
Seek ESG Opportunities
Practice Active Ownership
Target Themes
Assess Impact
Sustainable Investing with Direct Indexing
Personalized, tax-efficient portfolios that incorporate leading ESG data to deliver an investment experience with greater choice and flexibility.
Learn MoreMorningstar® ESG Portfolios
Our portfolios are designed to align with your clients' motivations, helping to create a more personalized investment.
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 Equity Research
Morningstar Indexes
How to Apply ESG Investing
Learn more about integrating ESG into your investment portfolio.
Learn how to be your clients' go-to advisor for sustainable investing.