ESG Insights

Morningstar’s ESG research helps advisors integrate sustainable investing insights into personalized client conversations. From environmental risk management to evolving regulatory expectations, these reports equip advisors to navigate client interest in ESG and responsible investing with clarity and confidence.

ESG opportunities and challenges influence how clients connect their personal values to their financial goals. Key lessons, such as how to assess material ESG risks, understand evolving disclosure standards, and spot potential greenwashing, can help clients make more informed and values-driven investment decisions.

By using the Morningstar Direct Advisory Suite, advisors can deepen client relationships by uncovering ESG preferences, building custom portfolios, and clearly communicating how investments align with client priorities.

Scroll down for the latest research and practical ideas to bring ESG conversations to life.

SFDR Article 8 Funds: Requirements, Inflows, ESG Risks

See how SFDR Article 8 funds are evolving under new European regulations and what it means for sustainable investing strategies.

ESMA Rules for ESG Fund Names: Scope, Timeline, Exclusions

A comprehensive breakdown of EU guidelines on ESG fund names and what they mean for asset managers navigating stricter sustainability standards.

How Investors Can Limit Climate and ESG Risk

Explore how investors can better manage climate-related ESG risks by focusing on materiality, transparency, and proactive risk mitigation.

Drawing an ESG Materiality Map and Measuring the ESG Practices Around the World

Ranking countries’ ESG practices and assessing their levels of carbon risk.

Morningstar’s ESG Indexes Protect on the Downside

A look at the risk profiles of our ESG indexes.

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.

Investment Reporting: A Comprehensive Walkthrough

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

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