The Anti-ESG Fad Might Be Over Before It Got Going
Fund flows peaked in third-quarter 2022. One fund filed to liquidate.
Sustainable Investing
Sustainable investing is an investment approach that uses environmental, social, and corporate governance criteria. Explore our insights and see how you can incorporate sustainability into your portfolio.
What’s Inside Anti-ESG Funds?
These funds deliver on some expectations, surprise on others.
Pride Month Editor’s Note: Addressing Bias Against the LGBTQ+ Community
How advisors can be allies to the growing population that identifies as LGBTQ+.
10 Questions for Green Century Capital Management’s Leslie Samuelrich
After successful campaigns with Nvidia, AMD, and Intel, what’s next for the climate-related shareholder advocate?
Key Statistics About Income and Wealth for the U.S. LGBTQ+ Population
Homeownership rates are lower and poverty rates are higher, especially for transgender people and LGBTQ+ people of color.
1 in 3 Amazon Shareholders Unhappy With Executive Pay Practices
32% of Amazon shareholders voted against the company’s executive compensation in the “say on pay” proposal. Other proposals, including collective bargaining, also earned wide support.
Insights
2021 Annual ESG Risk/Return Analysis
Discover the past behavior of a range of ESG approaches and intended outcomes through the lens of Morningstar Indexes.
Insights
COP26 Insights from Sustainalytics
Get ESG research and data aligned to the climate change conference’s goals.
Funds
Investing in Times of Climate Change
See what's inside climate-aware funds and how they fit into your portfolio.
Funds
Global Sustainable Fund Flows Report
Explore activity in the global sustainable funds universe within the past quarter.
Insights
Hidden ESG Risks May Lurk in Your Portfolio
Examining Morningstar's equity index range highlights unexpected pockets of ESG risk.
Funds
U.S. Funds Sustainability Landscape
Track the growth, performance, and changing nature of this emerging fund group.
Climate
What Morningstar’s Jon Hale Learned About Sustainable Investing Over 40 Years
A great sustainable-investing analyst retires from Morningstar.
Investing in Times of Climate Change 2023
Investors increasingly recognize climate change as both a risk and an opportunity for their portfolios.
How to Achieve Net Zero? Match Action to Ambition
Morningstar Sustainalytics’ president on the gains and pains in the fight against climate change.
Earth Day 2023: Which Industries Are Best Prepared for a Low-Carbon Future?
Telecom and utilities companies stand among the leaders, according to Morningstar Sustainalytics’ Low Carbon Transition Ratings.
Earth Day 2023: Which Industries Are Best Prepared for a Low-Carbon Future?
Telecom and utilities companies stand among the leaders, according to Morningstar Sustainalytics’ Low Carbon Transition Ratings.
Social Sustainability
4 Cheap Stocks of Companies Working on the Energy Transition
Why these narrow-moat stocks are worth a look.
U.S. Sustainable Fund Flows Contract Again in 2023’s First Quarter
IShares fund accounts for nearly all withdrawals. New GMO fund gains inflows.
As Demand for Green Bonds Grows, Assets in Sustainable Bond Funds Surge
Wading through the multiple GSS+ options can feel daunting for investors. Here’s what to know.
Earth Day 2023: 6 Top-Rated Funds From Sustainable-Investing Pioneers
How Earth Day mobilized sustainable investing.
How Sustainable Indexes Beat the Market in Q1 2023
The Big Tech rebound lifted ESG benchmarks after a challenging 2022.
Explore your Investable World
When we invest, we finance the future.
Our choices are diverse. Our definitions of success are varied. But, for every investor, today’s strategies require new combinations of data.
Risk. Performance. Impact.
It’s your world. Are you invested?
More Articles and Videos About Sustainable Investing
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What’s Inside Anti-ESG Funds?
These funds deliver on some expectations, surprise on others.
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/2LP7U4OXYVCPTOW5ABPSYWP4OI.png)
The Anti-ESG Fad Might Be Over Before It Got Going
Fund flows peaked in third-quarter 2022. One fund filed to liquidate.
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/HIQXA25F5IM6Z7ZHNZ7EKMWAOI.png)
Pride Month Editor’s Note: Addressing Bias Against the LGBTQ+ Community
How advisors can be allies to the growing population that identifies as LGBTQ+.
How Financial Professionals Can Be Better LGBTQ+ Allies
Speak out beyond Pride Month and understand the special concerns of this community.
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/VSMLFOHJRVBK5L2JAJXUPP274Q.png)
1 in 3 Amazon Shareholders Unhappy With Executive Pay Practices
32% of Amazon shareholders voted against the company’s executive compensation in the “say on pay” proposal. Other proposals, including collective bargaining, also earned wide support.
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/CFV2L6HSW5DHTFGCNEH2GCH42U.jpg)
10 Questions for Green Century Capital Management’s Leslie Samuelrich
After successful campaigns with Nvidia, AMD, and Intel, what’s next for the climate-related shareholder advocate?
Key Statistics About Income and Wealth for the U.S. LGBTQ+ Population
Homeownership rates are lower and poverty rates are higher, especially for transgender people and LGBTQ+ people of color.
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/34MNC3RCQ5EXJD4OZLYDG43I3M.png)
4 Cheap Stocks of Companies Working on the Energy Transition
Why these narrow-moat stocks are worth a look.
Mutual Fund Disclosures: Regulators Focus on Foiling Greenwashing in Global Markets
Europe leads, while Asia plays catch-up and the U.S. lags.
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/OJHTR7LKXVHVLOPZXJOE3EPQEE.jpg)
What Morningstar’s Jon Hale Learned About Sustainable Investing Over 40 Years
A great sustainable-investing analyst retires from Morningstar.
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/S2XRJHFZNL35X4GLTAYPOL2RAU.jpg)
How to Invest in Nuclear Power’s Renaissance
The evolution of sustainable investing has led to a rethinking of nuclear energy.
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How Would Tesla Investors Be Affected if Elon Musk Leaves?
Here’s why Morningstar Sustainalytics supports a key-person risk proxy proposal at Tesla.
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As Demand for Green Bonds Grows, Assets in Sustainable Bond Funds Surge
Wading through the multiple GSS+ options can feel daunting for investors. Here’s what to know.
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Is There a Problem With ‘Woke’ Investing?
Regulations and investment decisions should be based on knowledge, not hype.
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How to Achieve Net Zero? Match Action to Ambition
Morningstar Sustainalytics’ president on the gains and pains in the fight against climate change.
Special Report: Earth Day 2023
Investing in our planet has never been easier. More progress is needed to combat global warming.
5 Clean Energy Funds to Consider
Plus, options for investing in lithium and electric vehicle ETFs.
U.S. Sustainable Fund Flows Contract Again in 2023’s First Quarter
IShares fund accounts for nearly all withdrawals. New GMO fund gains inflows.
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/JPJHXR5CGSNR4LKQF5ZKLCCVYQ.png)
Earth Day 2023: Which Industries Are Best Prepared for a Low-Carbon Future?
Telecom and utilities companies stand among the leaders, according to Morningstar Sustainalytics’ Low Carbon Transition Ratings.
2023 Proxy Season: What to Expect for Climate Resolutions
During proxy season, every week is Earth Week.
About Sustainable Investing
“Sustainable investing” is an umbrella term for lots of different strategies. Institutional investors call it ESG; retail investors might see it labelled as “impact investing” or SRI (socially responsible investing). Whatever the epithet, sustainable investing has arrived as something everyone should consider on their journey toward investing success, and understanding how to evaluate and when to incorporate sustainability factors into the investing process is an opportunity to find new ways to add value and find that success.
But like any new investing trend, sustainable investing can also lead to overpricing, exaggerated values, and predatory sales and marketing practices.