• Morningstar - Sustainability Rating

    Morningstar - Sustainability Rating

    Morningstar - Sustainability RatingStandard
    ESG evaluation parameters1

    • The Morningstar Sustainability Rating for funds helps investors measure portfolio-level risk from environmental, social, and governance, or ESG, factors.

    To evaluate portfolios, Morningstar uses ratings from their partner Sustainalytics that measure a company's material ESG risk.

    Then the company-level scores are rolled up on an asset-weighted basis to get a portfolio score.

    Morningstar's Rating:

    A fund with high ESG risk relative to its Morningstar Global Category would receive 1 globe.

    A fund with low ESG risk would receive 5 globes.

  • STATUS

    Active

  • ASSESSMENT TYPE

    audited

  • VALUE TYPE

    continuous
    • Which ESG topics does the data source address?

    Below you find the impact areas within the Responsibly Impact Parameter Framework which are covered by this data source.

    ESG evaluation parameters

    ESG evaluation

    ESG evaluation parameter

    1

    ESG TOPICS

  • ESG evaluation parameters

    ESG evaluation

    1

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