Apply Exclusions
Avoids investment in companies, industries, or sectors that may negatively affect the planet or society, such as those tied to fossil fuels or tobacco
Considers industry-relevant sustainability risks that could materially affect a company’s value
Limit ESG Risk
Identifies the leaders in sustainability and the companies that are actively improving their ESG practices to build competitive advantage
Seek ESG Opportunities
Focuses on investor engagement, shareholder proposals, proxy voting, and public advocacy to improve corporate sustainability, transparency, and performance
Practice Active Ownership
Focuses on investments created with targeted exposure to companies affecting long-term trends – like renewable energy, clean water, or gender equity
Target Themes
Evaluates the social and environmental impacts of underlying investments
Assess Impact
Product Involvement Themes Controversies Country Risk Ratings Morningstar Managed Portfolios
Sustainability Ratings ESG Risk Ratings Global Sustainability Index Morningstar Managed Portfolios Pooled Employer Plans
Low Carbon Designation Carbon Risk Rating Morningstar Managed Portfolios
Data and Services
Proxy Votes Data ESG Commitment Level
Impact Metrics Sustainable Attributes DEI Data PitchBook Climate Tech Map Women’s Empowerment Index
Second-party Opinion Services More coming in 2022
See Data and Services
