Morningstar expands sustainable investing toolkit with ESG assessments of asset managers & companies

Read the full story at ESG Today.

Independent investment research firm Morningstar announced today the launch of the Morningstar ESG Commitment Level, and the Morningstar ESG Risk Rating Assessment, designed to provide ESG assessments of asset managers and companies, respectively.

The launch of the new products follows the acquisition last year of ESG ratings and research provider Sustainalytics, and the subsequent announcement that it has started the process of formally integrating ESG factors into its analysis of stocks, funds, and asset managers, including the integration of Sustainalytics research into Morningstar’s equity research methodology.

Morningstar ESG Commitment Level provides assessments for nearly 900 funds and more than 70 asset managers of the extent to they are incorporating ESG factors into their investment processes. The tool follows a four-point scale of Low, Basic, Advanced, and Leader, distilling the ESG resources, policies, and expertise at an asset management firm or within managed investment strategy into a simple assessment. The assessments are currently available for Morningstar Direct, Morningstar Office, and Premium members of Morningstar.com, and will be available later this month in Morningstar Advisor Workstation and Morningstar Analyst Research Center.

Leave a Reply

Please log in using one of these methods to post your comment:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.

%d bloggers like this: