Sustainability Rating 2.0

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Presented by

Natalia Wolfstetter, Director of Manager Research & Martina Richards, Senior Customer Success Manager

About this talk

As sustainable investing becomes mainstream, there is now greater demand from investors for more clarity on the ESG aspects of their investments. Until now, we could only consider equities and corporate bonds for the Morningstar Sustainability Rating, leaving out funds with a high government bond allocation. With the latest rating enhancement, sovereign holdings are now included in our Morningstar Sustainability Rating. This enables greater coverage, expanding the range of funds that will receive a rating. In this webinar, we will look into: • How sovereign holdings are included in the Morningstar Sustainability Rating • How these changes affect the Sustainability Rating • What requirements a fund must meet to receive a Sustainability Rating • A final demo shows you how Morningstar Direct can help you assess whether a portfolio is exposed to significant ESG risks and controversies. Presented by: Natalia Wolfstetter, Director of Manager Research & Martina Richards, Senior Customer Success Manager Duration: 30 Min. Language: English

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