Introducing a new one-of-a-kind solution that helps you build deeper client connections by allowing you to easily identify funds and individual companies that balance your clients' unique sustainability goals and values with the objectives of your strategies.
We’re excited to bring this market-first solution to all Australian and New Zealand asset managers and advisers which will undoubtedly change the way the industry looks at sustainably-focused portfolios – helping them better connect their clients’ values with their investments!
Today, most Australians expect their super or other investments to be invested responsibly and ethically*. And now you can easily meet this shift with unparalleled access to global fund and company-level data including 15 different product involvement areas, like alcohol, tobacco, gambling, controversial weapons, and thermal coal – helping you better understand and illustrate the impact of your clients' portfolios.
Research shows that financial professionals spend most of their time collecting, cleaning and preparing data before they can derive any valuable insights from it^. However, with Morningstar’s 30+ years’ experience in research, data and portfolio analytics, you can be sure to easily find the insights to better meet your client and business needs. It’s by far the easiest way to cover all your Sustainability-research bases without covering your office with unnecessary reports and paperwork.
Our Morningstar Sustainability Rating™ for funds allows you to evaluate how well the companies in a fund’s portfolio are managing the environmental, social, and governance—or ESG—investing factors relevant to their industries. It makes it possible to find sustainable funds even if they aren’t specifically marketing themselves as socially responsible investment products.