Morningstar Magazine - April/May 2018 - 54

Investors

A Bigger Impact
Investors are exploring how to effect
sustainable change.

Undiscovered Manager
62

Active Endeavor

66

Middlemen in the Crosshairs
Sector Snapshot: Industrials

MORNINGSTAR CONVERSATION

Jon Hale

Sector Rap
69

	

	
70

User	Profile

Before Passive Was Cool

Investors across the spectrum-individuals,
asset managers, pension funds-are increasingly
seeking information on the environmental,
social, and governance, or ESG, factors affecting
the holdings in their portfolios, such as that
conveyed by the Morningstar Sustainability Rating.
But that is the tip of the iceberg: Investors
are extending their interest in ESG at the company
level to system-level impact investing that aims

Jon Hale, director, sustainability research with
Morningstar global research.

54

Morningstar April/May 2018

to effect sustainable social change. Systemlevel investing is informed by the United Nations'
Sustainable Development Goals, or SDG-
17 broad global goals established in 2015 that cover
individual well-being (such as ending hunger
and improving health) and societal and environmental aims (including climate action and
reducing inequalities).
On Feb. 8, Morningstar hosted a conference
with The Investment Integration Project,
or TIIP. The conference explored TIIP's research
on system-level and SDG investing, and panels of

Anna Snider, head of due diligence, global
wealth and investment management CIO office,
Bank of America.



Table of Contents for the Digital Edition of Morningstar Magazine - April/May 2018

Contents
Morningstar Magazine - April/May 2018 - Cover1
Morningstar Magazine - April/May 2018 - Cover2
Morningstar Magazine - April/May 2018 - 1
Morningstar Magazine - April/May 2018 - 2
Morningstar Magazine - April/May 2018 - Contents
Morningstar Magazine - April/May 2018 - 4
Morningstar Magazine - April/May 2018 - 5
Morningstar Magazine - April/May 2018 - 6
Morningstar Magazine - April/May 2018 - 7
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Morningstar Magazine - April/May 2018 - Cover3
Morningstar Magazine - April/May 2018 - Cover4
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