MMI and Morningstar Launch Sustainable Investing Initiative

MMI and Morningstar have launched an initiative focused on preparing financial advisors to incorporate sustainable investing into their practices. Sustainable investing refers to the incorporation of environmental, social, and governance (ESG) factors and their impact into investment decisions. 

The MMI/Morningstar Sustainable Investing Initiative will include a suite of educational resources as well as workshops, forums, and thought leadership content that will provide financial advisors with the knowledge they need to engage with their clients on the topic and recommend appropriate investments. Morningstar, as the Presenting Sponsor, will contribute important data, analysis, and insight, and will co-host with MMI a wide array of planned events.

Three additional industry leaders in sustainable investing, Eaton Vance affiliate Calvert Research and Management, Merrill Lynch, and FlexShares® Exchange Traded Funds at Northern Trust Asset Management, have committed to support the Sustainable Investing Initiative as Leadership Sponsors, helping to underwrite the program launch and course development.

The Initiative will be guided by an Academic Advisory Board comprised of academic leaders and chief investment officers, and a Distribution Advisory Board, comprised of asset manager and industry executives.

Want to learn more?
Read press release.
Email with Sustainable Investing Initiative in the subject line and we’ll add you to our distribution list to receive updates as the program develops.