As the importance of environmental, social and governance (ESG) factors continues to grow in the investment sphere, investors place a greater emphasis on material ESG factors. In view of this, Morningstar’s ESG research and ratings are designed to help investors identify ESG risks and opportunities, as well as making informed decisions during fund selection and portfolio management.
To further understand the features and industry practices, Morningstar and CFA Institute are going to co-host a webinar to reveal how to apply ESG ratings and put sustainable investing into practice. In there, expert speakers will share the underlying methodologies of ESG scores and ways to effectively assess funds. Also, there will be discussion from a user's perspective on how they incorporate the benchmarks into analysis.
- Laura Lutton, Risk Pillar Lead, Director of Product Management, Morningstar Sustainalytics
- Gabriel Wilson-Otto, CFA, Head of Sustainable Investing Strategy, Fidelity International
- David von Eiff, PhD, Director, Institutional Partnerships, Asia Pacific, CFA institute (Moderator)