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ESG RISKS News & Analysis

4 questions you've always wanted to ask about sustainable investing
Personal Finance
4 questions you've always wanted to ask about sustainable investing
What's the point of sustainable investing and more from Morningstar's director of ESG research Americas.
Jon Hale, Ph.D., CFA | 21 June 2022
Tesla faces growing investor revolt
Stocks
Tesla faces growing investor revolt
Despite the stock's meteoric rise, shareholders are pushing back against Tesla's management and board.
Tom Lauricella | 18 October 2021
ESG funds don't underperform - but nor do they outperform
Video
ESG funds don't underperform - but nor do they outperform
The ESG outperformance narrative is flawed, new research shows.
Emma Rapaport | 14 October 2021
Buying my first sustainable ETF
ETFs
Buying my first sustainable ETF
A personal journey through sustainable finance.
Lewis Jackson | 17 August 2021
How an investor helped Netflix disclose its ESG performance
Stocks
How an investor helped Netflix disclose its ESG performance
Investor advocate Lily Bowles’ story with Netflix is a successful one, but new restrictions on shareholder resolutions make such efforts harder...
Sachin Nagarajan | 28 July 2021
Big investors are divesting from fossil fuels – should you?
Stocks
Big investors are divesting from fossil fuels – should you?
Morningstar speaks with bulls and bears on the future of fossil fuels.
Lewis Jackson | 28 July 2021
Shell downgraded by Morningstar
Stocks
Shell downgraded by Morningstar
The FTSE 100 oil giant has lost its economic moat and has had its fair value slashed because of uncertainty over the company's plans for the...
James Gard | 28 June 2021
Sustainable equity ETFs cut Tesla, Microsoft, and Netflix
Funds
Sustainable equity ETFs cut Tesla, Microsoft, and Netflix
Rigorous ESG screens can cause passive funds to make active decisions.
Lewis Jackson | 21 June 2021
Under the hood of Australia’s largest sustainable ETF
Funds
Under the hood of Australia’s largest sustainable ETF
Despite strong performance and strict exclusion criteria, BetaShares' ETHI includes firms accused of tax evasion.
Lewis Jackson | 12 May 2021
What our signature signals do and don't say about sustainable investing funds
Funds
What our signature signals do and don't say about sustainable investing funds
Each of these four answers a very different question for investors.
Ben Johnson, CFA | 11 May 2021