Easily Balance Investments 
With Your Clients' Values 


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Build Deeper Client Connections

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!

Erica Hall, Director of Asset Manager Solutions
Morningstar

Stay Ahead of Changing Preferences

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.

Gain our insights on how to adapt to changing investor needs.

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More Insights at Your Fingertips

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.

Expand Your View of Sustainable Funds

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.

See how the landscape is much bigger than intentionally sustainable funds.

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Ready to align your investments with your clients’ values?

View a live demonstration of our powerful Sustainability Research Solution via Morningstar Direct today!

View Demo

Morningstar


For more information, simply contact us on 02 9276 4445 or email sales.au@morningstar.com         
 

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* Super Fund Responsible Investment Benchmark Report 2018, Responsible Investment Association Australasia.
^ Applying Data to Distribution Report, March 2017, Ignites Research. 

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