ESG Insights
Get Beyond ‘Net Zero’
As COP26 Convenes, Climate Indexes Can Serve Skeptical Investors.
Gender-Lens Indexing for Both Values and Value
Going beyond the numbers with the Morningstar Women’s Empowerment Index.
Drawing an ESG Materiality Map and Measuring the ESG Practices Around the World
Ranking countries’ ESG practices and assessing their levels of carbon risk.
Investing in Climate-Aware Funds: A Look at the Product Landscape
Morningstar analysts take a closer look at the funds available to climate-aware investors.
How Did ESG Indexes Fare During the First Quarter Sell-off?
Morningstar’s ESG-screened indexes lost consistently less than the market.
Morningstar’s ESG Indexes Protect on the Downside
A look at the risk profiles of our ESG indexes.
3 Takeaways From Our Look at the Global Thematic Funds Landscape
Morningstar research shows the rapid growth in this universe.
How Does Investing in ESG Companies Affect Returns?
Morningstar research uses a new model to compare the returns of companies with strong and weak ESG practices.
As regulations and market conditions change, producing thorough, precise, and timely investment reports becomes increasingly important.
How Fund Families Support ESG-Related Shareholder Proposals
Morningstar research digs into the details of how fund families engage in the proxy process
ESG Fixed-Income Approaches Vary Across Industry
The different ways asset managers are embracing sustainable fixed-income investing
Are Your Clients ESG Investors?
Looking past stereotypes to understand who are today’s ESG investors
ESG Investing Performance Analyzed
Morningstar Indexes show sustainability is good for business
Is There Gender Bias in Financial Advice?
How advisors can recognize and avoid gender bias in practice
How We’re Helping Investors Evaluate Carbon Risk
Morningstar's new metrics offer a simpler way to identify low-carbon funds