-
Morningstar takes full control of Sustainalytics
21 April 2020Financial services firm Morningstar has agreed to buy the 60% of Sustainalytics that it does not already own, in a deal that values the ESG research and ratings provider at €170 million ($184 million).
-
Sustainable equity funds becoming all-weather investments
02 April 2020The 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.
-
European passive ESG bond fund market 'ripe for growth'
12 December 2019The market for environmental, social and governance (ESG)-focused European passive bond funds is "ripe" for rapid growth, according to a report.
-
Demand for strong ESG stocks could see costs rising, says Morningstar
20 November 2019Demand for stocks that score highly on environmental, social and governance (ESG) criteria means many are already costlier than their ‘conventional’ competitors – and this trend could be exacerbated in coming years, according to Morningstar Investment Management.
-
Refinitiv plans to launch fund sustainability ratings
15 November 2019Financial data giant Refinitiv, which owns Lipper, is planning to launch fund sustainability ratings, Environmental Finance has learned.
-
Morningstar expects record year of sustainable fund launches in Europe
28 October 2019A record number of sustainable fund launches are expected this year, said financial services firm Morningstar, with this growing segment of the market capturing two-fifths of net inflows in Europe.
-
Include proxy voting in Morningstar sustainability ratings, Pax urges
18 July 2019Morningstar should include in its sustainability ratings information on how funds vote their shares in line with advice from proxy voting firms, Pax World Funds has said.
-
Updated Methodology to change ESG rating of 85% of Morningstar funds
12 July 2019As many as 85% of the funds covered by Morningstar will have their environmental, social and governance (ESG) ratings changed when the methodology of its Morningstar Sustainability Rating (MSR) is updated, expects John Hale, head of the firm's sustainable research.
-
US ‘sustainable’ funds smash annual record inflows in six months
12 July 2019US 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.
-
EU taxonomy ‘niche’ and likely to do as much harm as good, says fund manager
27 June 2019The EU’s taxonomy of sustainable climate-related economic activities “is likely to do as much harm as good”, a UK-based fund manager has said.