Morningstar Sustainable Investing Analysis
Morningstar Sustainability Ratings for your investment decisions.
Looking for a sustainable source of income and returns? Learn about investing around environmental, social and governance factors.
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List: Top Rated Sustainable Funds
View the highest rated sustainable funds in Canada
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List: High Yield Earth Friendly Funds
This list of funds have a yield greater than 8% and are ranked with a high sustainability rating.
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List: Five for Five
This is a list of 5 Star and 5 Globe rated Funds. The best of both ratings.
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Understanding Climate Risks and Opportunities
The world's ecosystem is under threat by climate change, and as an investor, there are multiple risks to keep in mind.
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Hate the Sin, Love the Stock: Investors’ ESG Exclusions Leave Opportunities
Undervalued shares include AB InBev, Boston Beer, Imperial Brands, and Roblox.
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How to Invest Sustainably During an Energy Crisis
We examine five ESG approaches to energy, using Morningstar ESG indexes.
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More Companies Face Backlash on Social Issues. Is Citigroup the Next Disney?
As Citi assists workers who want to seek abortions, a Texas lawmaker wants to stop the bank from underwriting bonds.
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Loblaw Shareholders Choose to Pursue Uyghur Issue
Over 70% of independent Loblaw shareholders voted for audit improvements at the AGM on May 5th.
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Climate Investing in 2022: Our Bumper Report
Morningstar's global director of sustainability research Hortense Bioy takes readers through a state of the nation assessment of climate investing
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Is Loblaw's Connected to Forced Uyghur Labour?
Tainted goods are still coming, say shareholders, and they want better audits. The matter goes to vote this Thursday, May 5th.
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9 Top Sustainable Stocks That Are Undervalued Now
After a rough start to the year, sustainability leaders including Adobe, Salesforce, and Disney are trading at discounts.
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ESG Investing: Is Blockchain Sustainable?
Find out how companies are using blockchain technologies and how they’re paying off.
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Going Green When Oil Steals the Show
How these managers are investing in the renewables reset for “massive undertaking” that remains.
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Do You Need Carbon Credits in Your Portfolio?
How to profit from an addiction to oil and coal, and maybe feel good about it.
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After Ukraine, the Energy Portfolio Will Expand
There is a space for both renewable and traditional energy sources, experts argue.
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Gas vs. Electric Vehicle: Here’s What to Consider
From purchase price to fuel consumption, the choice may not be as obvious as you think.
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Well-Rated Sustainable ETFs to Consider
The proliferation of index based sustainable products in Canada has certainly helped to keep sustainable investing costs down for Canadian investors.
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ESG Investing: Active, Passive or Tilted?
It might not matter how active your ESG ETFs are – but watch out for how they lean.
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3 Wide Moat Stocks with ESG Prestige
Consider these companies with enviable environmental, social and governance credentials.
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The Rise of Anti-ESG Shareholder Proposals
These proposals, though few, are increasing and contribute noise to analyses of ESG voting.
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Sustainable Funds Have Lower Russia Exposure
But is it appropriate to invest in autocratic regimes at all?
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Carbon Taxes at the Border?
This is how new tariffs could be coming to your products – and portfolio.
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Sustainable Investing and the Russian Invasion of Ukraine
It's not only about exclusions.
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How MeToo Forced Companies to See the Business Risks of Sexual Misconduct
Change is slow but inevitable.
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We Said Farewell to Arms in ESG, Let's Not U-Turn
Including arms and defence contractors in ESG funds in response to Ukraine could be a grave error and one that risks compromising decades of progress
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Invest in Tomorrow - and Today - on Energy
What does zero-energy mean for your oil and gas investments? This manager strikes a balance and looks for the best "manufacturers".
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18 Cleanest Canadian Companies
These Canadian companies are leading the way to a clean energy future – while four companies were excluded from the list.
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War May Delay Progress on Emissions Cuts, Chill Interest in Sustainable Investing
Even as U.N. panel finds globe is warming fast, oil prices climb.
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Sustainable ETFs for Income
Given that interest rates aren’t expected to rise astronomically, investors are likely still looking for sources of income.
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Shareholders Demand to be Heard
A lot of shareholder resolutions have been filed this season, and we're also seeing intense preseason engagement, as stakeholders demand answers, and action.
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Investors Supporting Overpaid CEOs – And Paying the Price
Your returns are likely to be affected when management salaries are too high, new report finds.
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Does Google Care About Human Rights?
Alphabet faces 11 votes on ESG issues. But with a dual class share structure, why hold the votes at all? Sarah Couturier-Tanoh at SHARE explains.
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600 Ways to Invest in the Fight Against Climate Change
We sort out the climate-focused fund landscape to help investors all over the world decarbonize their portfolios - and help finance the transition to a low-carbon economy.
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Smoke-Free Your Strategy
Tobacco is a leading cause of cancer. And it may be in your portfolio.
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Oil’s Not Out Yet
‘Best valuations I’ve ever seen’: RBC manager on Canadian energy sector underinvestment.
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The Least Sinful Sin Stock?
Even if you don’t want booze stocks, their dividends may have already poured a path to your portfolio.
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Sustainable Fund and ETF Assets Doubled in 2021
Canadian investors poured over $34 billion into ESG, Morningstar’s Ian Tam finds.
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Microsoft Agrees to Buy Activision Blizzard, Despite Sexual Harassment Complaints
Microsoft is paying a 45% premium; Controversial CEO Bobby Kotick expected to step down when the deal closes.
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ESG Ratings Have a Broader Impact
Sustainable investing seeks both good returns and broader impact.
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Do You Hold Companies with Water-Related Risk?
Investors should be looking at these metrics considering we can't survive without water.
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4 Things to Keep in Mind About Sustainable Investing in 2022
And four ways that it's having a broader impact on the world.
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What’s the Net-Cost of Net-Zero?
Companies, and countries, have made ambitious statements about their commitment to tackling climate change, but what does it cost? A lot.
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What Risks Do ESG Funds Carry?
Research conducted using Morningstar data shows that ESG funds carry more small-cap risk, interest-rate and inflation risk, vis-à-vis the S&P 500.
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What’s the Cost of Buying Good ESG Companies?
We've found investors are paying too much for good ESG companies and too little for bad ESG companies. Here's how to overcome that.
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2 Canadian Ways to Net-Zero
Sustainable investors should consider these two "uniquely Canadian advantages".
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Canada’s New Investor Coalition
Exxon vote paves way for a new era of shareholder efforts – introducing Climate Engagement Canada.
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Market Wants ESG Data
Complaints about ESG ratings reflect 'maturing, robust' industry, Morningstar's Jantzi says, adding that ratings diversity is a sign of a healthy market.
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Companies with Strong ESG Credentials
Sustainable investors should consider these stocks.
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11 Medalist Sustainable Funds
These gold, silver, or bronze-rated mutual funds and ETFs have performed well relative to peers.
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Code Red: Investors Must Do Their Part
There are pathways out of the “code red for humanity”, and all Canadian investors have to play their part to hold companies accountable.
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Ask Your Advisor About Sustainable Investing
…since our regulations don’t mention it.
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Is Greenwashing a Problem?
The popularity of ESG has seen a number of fund firms jump on the sustainable bandwagon. There is a risk that some are not practicing what they preach.
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SEC Sued by Shareholders
A Trump-era rule starting in January will require increasingly higher levels of shareholder support on any revisited attempts to shape a company's governance.
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Green Bonds Go Mainstream
Fixed income investors can now find sustainable yield in a newly-listed Canadian ETF.
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Exxon Battle Was About More Than Board Seats
It brings shareholder-driven climate governance to the forefront.
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Should Thomson Reuters Disclose More?
Shareholders to decide whether the ‘media-turned-tech’ company should have more stringent reporting around human rights.
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Can We Get to Net Zero?
Total emissions have been steadily increasing, but the goal of zero net emissions realistically remains on the horizon.
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Canadian Sustainable Funds Grow in Q1
Ian Tam finds that the momentum of sustainable investments continued in full force over the first quarter of 2021.
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3 Renewable Energy Stocks
The International Energy Agency forecasts renewables to account for 95% of the net increase in global power capacity through 2025.
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Rogers-Shaw: Good for Investors, Bad for Consumers
Phone bills will rise as a result of the merger, and rural Canada might be hardest hit
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If You Like Democracy, Check Your Fund
Why you need to consider where companies in your portfolio are doing business
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21 Standout Companies Run by Women
International Women's Day: These US-listed firms have carved out economic moats and are led by female CEOs
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Four Stocks Invested in Equality and Diversity
Celebrate Black History Month with a look at companies making good on their pledge for progress
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How to Invest in Gender Diversity
The Morningstar Women's Empowerment Index tracks companies scoring well on gender diversity and equal pay. Does that also lead to financial returns?
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Was Tesla Key to ESG Outperformance Last Year?
Maybe, but there were other factors at play in these funds
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ESG Considerations for Airbnb IPO Investors
Experts highlight governance and social risks that overshadow the excitement
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Canadians Get ‘Above Average’ Investment Disclosures
Morningstar’s sixth Global Investor Experience Study sees Canada continue to score positively on transparency relative to other markets
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Ottawa's Green Investment Push
The federal government announces an issuance of green bonds for the first time - and what to look out for in new sustainable investing regulations and labeling initiatives with Morningstar's Ian Tam
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Why Become an ESG Investor?
The question is not rhetorical
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CPP’s Commitment to Canada 2050
Public pension plans play a key role in Canada’s path to net-zero emissions
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How to be 'Good' with Money
More and more, investors are considering how ESG may play a part in their portfolios. Here’s a checklist for them.
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'Renewable-ing' Oil
Clean energy is definitely in, and oil is out... but far from dead
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Stocks Plugged into the Renewable Energy Revolution
These companies are well-positioned for policy tailwinds and a shift to sustainable energy
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ESG Funds and Fees
Morningstar's Ian Tam looks at the cost of active management around sustainable equity funds
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Investors Demanding ESG after the Pandemic
Corporate responsibility's a critical ingredient for sustainable - and enhanced - returns post-pandemic, says RBC Global Asset Management
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New Framework to Find ESG Funds
The CIFSC has come out with five ways to identify approaches to responsible investing, and will categorize funds as per these approaches
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10 ESG Funds for Passive Investors
The choices are far fewer when it comes to sustainable ETFs – of the 116 sustainable funds in Canada, only 30 are passive
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IPL Leak Impact on Canadian Oil
Why even after a pipeline leak and the pandemic we see strong entry points right now
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China’s Changing Electric Vehicles
A better infrastructure, way more production and sales make for undeniable leadership
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3 Easy Steps to Finding a Suitable ESG Fund
Morningstar's ESG Screener makes it simple
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Can Interest in ESG Investing Hold Up During a Pandemic?
Morningstar's latest behavioural research shows that interest in sustainable investing persists despite the coronavirus
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The Future of Responsible Investing in Canada
Morningstar’s latest Executive Forum addresses questions around policy, regulation, greenwashing, and Canada’s oil and gas industry
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Responsible Investing Fund is Sizzling Hot
Up 66.2% for the year, Desjardin's SocieTerra Positive Change fund found outperformance in the quest to do good
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A Primer on Proxy Voting
A discussion about how proxy voting works and why it matters
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Investing and Indigenous Rights
How Canadian investors can be exposed to complex issues - and what they should ask their managers - with Leith Wheeler’s Andrew Hoffman
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ESG Investing Is About Long-Term Risk Management
Sustainable investing isn't just about values, it's about managing risks that affect all investors
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7 Questions for Assessing ESG Expertise
Asking these questions about sustainable strategies will get you a step ahead of most investors
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Investing Has a Role to Play in Ending Systemic Racism
The way you invest matters
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The Only Way is ESG
Sustainable investing has moved into the mainstream in recent years. Eventually everyone will be an ESG investor, says Morningstar columnist John Rekenthaler
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ESG at a Reasonable Price
Where Sustainalytics is finding responsible growth that gives investors the 'best bang for their buck' in tough times
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Time for Accountability at Tim's
Pandemic will make it harder for parent company to ignore worker rights proposal this time around
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Canadian Energy Hits an ESG Roadblock
A reckoning is coming for our oil, as Norges Bank divests from four Canadian oil majors - and more asset managers are expected to follow
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Top ESG Stock Picks for 2020
Chocolate, finance and pharma: Invesco manager's sustainable businesses bets today
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Is your ESG Fund Actually ESG?
Why investors in this new field need to look under the hood
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ESG as an Equity Vaccine
Stocks, too, now need this improved immunity
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What Is Proxy Voting and Why You Should Care
You are a shareholder of the companies in your portfolio, and proxy voting is the way for you to have a say
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Is Religious Investing the Same as Responsible Investing?
Yes and no, though oftentimes the screens overlap
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How are Canadian ESG Funds Doing?
An impressive performance worth considering
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10 Best Sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options
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4 ESG Stocks for Sustainable Investing
Aligned with investor values and on sale, these big names may be the responsible bet you're looking for
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Sustainable Investing Myths Debunked
Morningstar research into investors' attitudes towards environmental, social and governance issues unveils some surprising findings
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These 3 Companies Walk the Walk on Gender Diversity
Consider these stocks if you're looking for companies ahead of the curve.
