Archive

  • Asset managers must 'own up' to index fund net-zero problem

    16 November 2021

    Asset managers need to "own up" to the net-zero problem created by their passive index funds and begin to consider closing traditional index funds...

  • How Biden could boost ESG in the US

    20 January 2021

    Donald Trump has left significant ESG policy holes to repair in the US for the administration of Joe Biden, reports Ahren Lester

  • BlackRock, Vanguard sustainable funds ESG voting record criticised

    21 December 2020

  • Sustainable equity funds becoming all-weather investments

    02 April 2020

    The relative outperformance of ESG equity funds during the market correction caused by the coronavirus (Covid-19) pandemic proves they can be all-weather investments that will appeal to long-term investors, Morningstar's sustainability research head tells Ahren Lester.

  • US ‘sustainable’ funds smash annual record inflows in six months

    12 July 2019

    US open-end and exchange-traded funds (ETFs) labelled ‘sustainable’ have smashed the previous annual record for inflows in just six months, marking a stellar start to 2019.

  • Sustainalytics helps Morningstar assess carbon risk in 30,000 funds

    01 May 2018

    Investment research firm Morningstar has launched its Portfolio Carbon Risk Score, based on Sustainalytics’ Carbon Risk Ratings, to provide an asset-weighted carbon-risk score of the holdings in a portfolio.

  • US sustainable funds post twin records as they outperform fund universe

    02 February 2018

    US sustainable funds posted records in 2017 both for net inflows and number of new funds, as Morningstar research showed they outperformed the overall fund universe for the calendar year.