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Santa’s Financial Plan
We put together a to-do list for Santa (no naughty, all nice), to make sure all future Christmases run smoothly – and so that he can spend January on a beach!
Bringing ESG Into Focus
Morningstar has launched the ESG Commitment Level tool to help investors assess the commitment of funds and asset managers to ESG factors. Here's a look at how it works
Multifactor Funds Landscape
A closer look at the growing menu of multifactor strategies.

Investment Screening

Sustainable Funds
Morningstar's highest rated sustainable funds.
Investment Compare
Morningstar’s comparison module enables the side by side appraisal of multiple investments at once.
Morningstar Indexes
Morningstar Indexes are designed to help guide investors
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