Transcription of Morningstar Sustainability Rating Methodology
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Morningstar Sustainability Rating Methodology
Morningstar Sustainability Rating Methodology Executive Summary The Morningstar Sustainability Rating is designed to support investors in evaluating the relative environmental, social, and governance risks within portfolios. Ratings are determined using bottom-up assessments of the underlying holdings within a portfolio, underpinned by Sustainalytics' methodologies for assessing corporate and sovereign ESG risk. The calculation of the Morningstar Sustainability Rating involves several steps to accurately represent the relative risk within each portfolio; however, the output of the Rating is a category of 1 to 5 "globes" for each eligible portfolio.
Contents 1 Introduction Rating Inputs 5 Rating Calculation 13 Frequency of Calculations 14 Glossary of Terms 17 Example Calculation 21 Rating Requirements Summary 23 …
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