Growing numbers of investors are sensitive to issues such as climate change, diversity, and business ethics—not just in their personal lives, but also in their portfolios. While sustainable investing is partially about aligning capital with values or organizational mission, the field has broadened.
ESG issues are increasingly recognized as material financial risks.
Morningstar Sustainability Indexes
Broad, diversified exposure to equity and fixed income markets with significantly lower ESG risk
A consistent approach to ESG across asset classes
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.
Comparing Morningstar Indexes’ equity and bond benchmarks to MSCI versions highlights some differences – but even more similarities
Dan Lefkovitz
Strategist, Morningstar Indexes
