Morningstar Sustainalytics

Global sustainable funds, excluding China, attracted an estimated USD 3.7 billion in net inflows in the second quarter of 2026. Alyssa Stankiewicz highlights some key findings from our latest research. Download the full report here: http://spr.ly/6047BEhKH7

The questions in sustainable investing are getting harder. 🌍 👉 Apply now for the Morningstar Sustainable Investing Summit 2027: http://spr.ly/6045BE0dWx 📅 2–3 February 2027 | 📍 Amsterdam Geopolitics. Climate finance. AI. Systemic risk. These aren't peripheral concerns, they're reshaping how institutional capital is allocated and governed. Every session is led by independent Morningstar research. No sponsored content. No vendor pitches. Just rigorous analysis and the conversations that matter. On the agenda: ➡️Geopolitics and sustainable portfolios ➡️Climate finance: where the data leads ➡️AI in sustainability analysis and reporting ➡️Investors' role in addressing systemic risk If you're a CIO, or Head of ESG, this is where those conversations happen, with peers who manage capital at scale. 🤝 Registration link above. Spaces are limited. ▶️ Watch now to learn more. Morningstar Sustainalytics PitchBook Morningstar DBRS #MSIS27 #SustainableInvesting #ESG #InstitutionalInvesting

🎸 Big News for Sustainability Rocks 2026! 🎸 We are absolutely thrilled to announce that Morningstar has officially joined us to sponsor the Champions Circle for this year’s event 🌟 Sustainability Rocks UK Rocks is all about bringing the financial services industry together for an unforgettable night of music, community, and purpose. Having a global leader like Morningstar championing this vision with us is an incredible milestone as we count down to October 1st at the iconic 100 Club. Morningstar will be taking the stage to officially present the coveted Sustainability Rocks Trophy to this year's winning band! 🏆 We are also partnering with Morningstar to create custom, branded circular economy tote bags as exclusive giveaways for the night—proving that sustainability and rock 'n' roll go hand in hand. 👜🌱 A massive thank you to the team at Morningstar for supporting the event and helping us turn up the volume for a fantastic cause. Let the countdown to October 1st begin! 🎙️⚡ #SustainabilityRocks #SustainableInvesting #CorporateSustainability #FinancialServices #LiveMusic #LondonEvents #CircularEconomy Will Oulton Lindsey Stewart, CFA Catalina Secreteanu Kelly Sison Minesh Pareek (PGDip MA) Ruby Blake David Krivanek

📣 Hoy compartimos una nueva #SpainsifTalks con Adrien Poisson 🇺🇦, Senior Associate, Client Relations de Morningstar Sustainalytics, en la que analizamos el papel de los datos ESG en los mercados privados y su creciente relevancia para la toma de decisiones de inversión. En esta conversación, Adrien explica cómo la expansión de los mercados privados está impulsando la demanda de datos ESG comparables, fiables y financieramente relevantes, así como los principales retos y oportunidades que afrontan los inversores. 💬 Algunos temas clave de la entrevista: - ¿Por qué está aumentando la demanda de datos ESG en los mercados privados? - Qué información ESG demandan hoy los inversores y para qué la utilizan. - Los principales desafíos para recopilar y comparar datos ESG en activos privados. - Cómo integrar los factores ESG en la gestión del riesgo y la creación de valor. - El papel de Morningstar Sustainalytics en el desarrollo de soluciones para mejorar la calidad y comparabilidad de estos datos. - Una lectura de interés para comprender cómo la integración de criterios ESG evoluciona también en los mercados privados y qué implicaciones tiene para inversores y gestores. 👉 Puedes leer la Spainsif Talks completa aquí: https://lnkd.in/esfV92ns #SpainsifTalks #ESG #MercadosPrivados #PrivateMarkets #InversiónSostenible #ISR #FinanzasSostenibles

We’re very excited to share that Morningstar has been shortlisted for the PRI Awards 2026 in the Recognition for excellence: communication category. Our submission, Data Speaks: Morningstar’s Corporate Sustainability Report Delivers Transparency, showcases how Morningstar turns complex sustainability information into clear, accessible, and decision-useful communications through thoughtful design, data visualization, and multi-channel approach. We're proud to see this work recognized and grateful to the many colleagues who contribute to Morningstar's sustainability reporting and communications efforts. Read the official PRI Awards 2026 shortlist announcement here: http://spr.ly/6047BD0CkF.

We are delighted to announce the shortlist for the '𝐁𝐞𝐬𝐭 𝐒𝐮𝐬𝐭𝐚𝐢𝐧𝐚𝐛𝐥𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐚𝐧𝐝 𝐑𝐚𝐭𝐢𝐧𝐠𝐬 𝐏𝐫𝐨𝐯𝐢𝐝𝐞𝐫' for this year's Sustainable Investment Awards... 𝐂𝐨𝐧𝐠𝐫𝐚𝐭𝐮𝐥𝐚𝐭𝐢𝐨𝐧𝐬 𝐭𝐨 𝐞𝐯𝐞𝐫𝐲𝐨𝐧𝐞 𝐰𝐡𝐨 𝐦𝐚𝐝𝐞 𝐭𝐡𝐞 𝐬𝐡𝐨𝐫𝐭𝐥𝐢𝐬𝐭 𝐟𝐨𝐫 𝐭𝐡𝐢𝐬 𝐜𝐚𝐭𝐞𝐠𝐨𝐫𝐲: 🌿Addidat 🌿Etcho 🌿Fundhouse (UK) Bespoke Ltd 🌿Integrum ESG 🌿Minerva Analytics Ltd 🌿Morningstar Sustainalytics 🌿Net Purpose 𝐕𝐢𝐞𝐰 𝐭𝐡𝐞 𝟐𝟎𝟐𝟔 𝐬𝐡𝐨𝐫𝐭𝐥𝐢𝐬𝐭 𝐡𝐞𝐫𝐞: https://incm.pub/4gdvctt Winners will be announced on Thursday 24th September 2026 - Sheraton, London. 𝐉𝐨𝐢𝐧 𝐮𝐬 𝐨𝐧 𝐭𝐡𝐞 𝐧𝐢𝐠𝐡𝐭 𝐡𝐞𝐫𝐞: https://incm.pub/4ws0Zfb #SIA26 #IWAwards #SustainableInvesting #ShotlistAnnounced #BestSustainableInvestmentResearchandRatingsProvider

"ESG income investing means giving up yield." It's one of the most persistent assumptions in income investing. We tested it. 🧐 We looked at 159 EMEA-domiciled global income strategies and compared the sustainable funds against their conventional peers. 1. #ESG funds delivered a marginally higher average distribution yield of 3.7% vs 3.4% with tighter dispersion. So choosing ESG didn't cost income. 2. But the discount is real when you compare like-for-like products. When a manager runs a conventional strategy alongside its sustainable sibling (same team, same process), then the sustainable version can yield slightly less. The swing variable is almost always #energy. 3. Also high dividend yield indexes skew toward higher ESG risk i.e. higher exposure to ESG related financial damage. 4. ESG funds structurally avoid the market's highest-yielding industries like #oil and gas, tobacco, autos. And yet they still match on yield. The gap is closed through #stock selection within the sectors they do own. The ESG label tells you far less than the construction does. Two funds wearing the same ESG label can sit very differently on yield depending on how the manager implements it. Our new report "When Income Meets ESG" is linked in the comments. 👇 Congrats to the authors Henry Ince and Ronald van Genderen, CFA on the analysis! 👏 👏👏