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The Daily Brief

Morningstar Launches Free ESG Fund Screening Tool

The new tool allows investors to filter and search for funds based on their sustainability preferences.

Morningstar has rolled out ESG Screener, a free fund screening tool to help investors search for funds based on their sustainability ratings and ESG metrics.

“Investors seek sustainable funds for various reasons—whether to mitigate long-term risks or personalize their portfolios in ways that align with their social conscience—but data is not always readily available or clearly understood to help them with their decisions,” Morningstar said.

Over the last couple years, Morningstar has stepped up its research capabilities around sustainable and socially responsible investing. This year, the research shop acquired the remaining stake in Sustainalytics, a global provider of environmental, social, and governance (ESG) research and ratings.

In March 2016, they first rolled out the Morningstar Sustainability Rating for global mutual and exchange traded funds. Since then, they have launched other products, including company-level ESG metrics for the holdings of 35,000 mutual funds and ETFs, a tool that allows Morningstar users to screen portfolios for various ethical issues, and carbon metrics.

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