Morningstar Sustainability Indexes
Broad, Diversified Exposure to Equity and Fixed Income Markets with Significantly Lower ESG Risk.
Key Features
Morningstar Sustainability Indexes
Morningstar’s flagship sustainable investing index solutions leverage company-level data and ratings from Sustainalytics, a Morningstar company, to highlight companies that are effectively managing their ESG-related risks.
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| Significantly lower ESG Risk Best-in-class selection reduces exposure to companies with high ESG Risk relative to their sector peers. |
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| Preserve market-like exposure Performance and risk characteristics closely match the parent broad market indexes, making them suitable core benchmark replacements. |
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| Powered by Sustainalytics data Equity and fixed income indexes can be seamlessly combined to implement a holistic multi-asset ESG strategy. |
ANALYSIS
How Much Do ESG Ratings Differences Matter To Investors?
Report contents:
- An overview of how the Sustainalytics ESG Risk Ratings assess exposure to—and management of—financially material ESG risks.
- Company-specific examples of how risk ratings from Sustainalytics and MSCI can differ, and how those differences impact index eligibility.
- Holdings and performance-based comparisons of select ESG-Focused equity and bond indexes from Morningstar MSCI.
Featured Indexes
Morningstar Global Sustainability Indexes
Provides diversified, best in-class exposure to large- and mid-cap stocks representing the top 50% of the market cap of companies with the lowest ESG risk from each parent index.
Morningstar Corporate Bond Sustainability Indexes
Provides diversified exposure to investment-grade debt securities by representing the top 50% of the market cap of companies with the lowest ESG risk from each parent index.
Morningstar Sustainalytics is a leading ESG research, ratings and data firm that supports investors around the world with the development and implementation of responsible investment strategies. For nearly 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. Today, Morningstar Sustainalytics works with hundreds of the world’s leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. The firm also works with hundreds of companies and their financial intermediaries to help them consider sustainability in policies, practices, and capital projects. With 17 offices globally, Morningstar Sustainalytics has more than 1,800 staff members, including more than 800 analysts with varied multidisciplinary expertise across more than 40 industry groups.
Insights from the Leading Edge
We keep up with the evolving needs of investors in a way that only Morningstar can: by leveraging our heritage as a trusted provider of data and research.