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In order for a fund to receive sustainability data, the fund needs Sustainalytics ESG research on at least 67% of assets. More information is available in the Morningstar Sustainability for Funds Methodology document (link).

Additional information on Morningstar’s sustainability initiative is available here.

A fim de prover consistência para todos os relatórios fornecidos por diferentes Asset Managers, os data points calculados apresentados são gerados usando uma metodologia de cálculo proprietária da Morningstar, que pode ser conferida com mais detalhes em(https://www.morningstar.com/research/signature)