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.
-
List: Top Rated Sustainable Funds
View the highest rated sustainable funds in Canada
-
List: High Yield Earth Friendly Funds
This list of funds have a yield greater than 8% and are ranked with a high sustainability rating.
-
List: Five for Five
This is a list of 5 Star and 5 Globe rated Funds. The best of both ratings.
-
11 Medalist Sustainable Funds
These gold, silver, or bronze-rated mutual funds and ETFs have performed well relative to peers.
-
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.
-
Ask Your Advisor About Sustainable Investing
…since our regulations don’t mention it.
-
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.
-
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.
-
Green Bonds Go Mainstream
Fixed income investors can now find sustainable yield in a newly-listed Canadian ETF.
-
Exxon Battle Was About More Than Board Seats
It brings shareholder-driven climate governance to the forefront.
-
Should Thomson Reuters Disclose More?
Shareholders to decide whether the ‘media-turned-tech’ company should have more stringent reporting around human rights.
-
Can We Get to Net Zero?
Total emissions have been steadily increasing, but the goal of zero net emissions realistically remains on the horizon.
-
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.
-
3 Renewable Energy Stocks
The International Energy Agency forecasts renewables to account for 95% of the net increase in global power capacity through 2025.
-
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
-
If You Like Democracy, Check Your Fund
Why you need to consider where companies in your portfolio are doing business
-
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
-
Four Stocks Invested in Equality and Diversity
Celebrate Black History Month with a look at companies making good on their pledge for progress
-
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?
-
Was Tesla Key to ESG Outperformance Last Year?
Maybe, but there were other factors at play in these funds
-
ESG Considerations for Airbnb IPO Investors
Experts highlight governance and social risks that overshadow the excitement
-
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
-
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
-
Why Become an ESG Investor?
The question is not rhetorical
-
CPP’s Commitment to Canada 2050
Public pension plans play a key role in Canada’s path to net-zero emissions
-
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.
-
'Renewable-ing' Oil
Clean energy is definitely in, and oil is out... but far from dead
-
Stocks Plugged into the Renewable Energy Revolution
These companies are well-positioned for policy tailwinds and a shift to sustainable energy
-
ESG Funds and Fees
Morningstar's Ian Tam looks at the cost of active management around sustainable equity funds
-
Investors Demanding ESG after the Pandemic
Corporate responsibility's a critical ingredient for sustainable - and enhanced - returns post-pandemic, says RBC Global Asset Management
-
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
-
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
-
IPL Leak Impact on Canadian Oil
Why even after a pipeline leak and the pandemic we see strong entry points right now
-
China’s Changing Electric Vehicles
A better infrastructure, way more production and sales make for undeniable leadership
-
3 Easy Steps to Finding a Suitable ESG Fund
Morningstar's ESG Screener makes it simple
-
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
-
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
-
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
-
A Primer on Proxy Voting
A discussion about how proxy voting works and why it matters
-
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
-
ESG Investing Is About Long-Term Risk Management
Sustainable investing isn't just about values, it's about managing risks that affect all investors
-
7 Questions for Assessing ESG Expertise
Asking these questions about sustainable strategies will get you a step ahead of most investors
-
Investing Has a Role to Play in Ending Systemic Racism
The way you invest matters
-
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
-
ESG at a Reasonable Price
Where Sustainalytics is finding responsible growth that gives investors the 'best bang for their buck' in tough times
-
Time for Accountability at Tim's
Pandemic will make it harder for parent company to ignore worker rights proposal this time around
-
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
-
Top ESG Stock Picks for 2020
Chocolate, finance and pharma: Invesco manager's sustainable businesses bets today
-
Is your ESG Fund Actually ESG?
Why investors in this new field need to look under the hood
-
ESG as an Equity Vaccine
Stocks, too, now need this improved immunity
-
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
-
Is Religious Investing the Same as Responsible Investing?
Yes and no, though oftentimes the screens overlap
-
How are Canadian ESG Funds Doing?
An impressive performance worth considering
-
10 Best Sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options
-
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
-
Sustainable Investing Myths Debunked
Morningstar research into investors' attitudes towards environmental, social and governance issues unveils some surprising findings
