Morningstar’s Approach to Gender Lens Indexing & ESG Portfolio Analysis

Presented by

Elle Kuhta, Product Manager, Indexes and Robert Edwards, Senior Investment Product Manager

About this talk

ESG investing has been going mainstream. Gender diversity is one of the key ESG topics of focus and is an area that has been rapidly growing in popularity with investors. This webinar will first discuss ESG investing trends and the role gender diversity plays. Next we will cover how Morningstar Indexes has collaborated with Equileap, a leading gender equality data and insights provider, to build the new Morningstar Gender Diversity Index Family. You will also learn more about Morningstar’s robust family of ESG Indexes, as well as the data that went into creating them. Finally, you will get insights on the available tools within Morningstar Direct to do in-depth ESG Portfolio analysis. In this webinar, we will cover: - How to evaluate the ever-growing market of gender lens products - Morningstar & Equileap’s differentiated approach to Morningstar Gender Lens Indices - Understanding Morningstar and Sustainalytics overall ESG Index capabilities - How Morningstar Direct can be utilized to do company and portfolio level ESG research

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