Archive

  • Funds of 2018: Pictet Water

    30 January 2019

    A year of two halves saw Pictet water fund's 'barbell' strategy tested by political wrangling, its managers tell Michael Hurley

  • Morningstar's new sustainability index attracts investment

    22 November 2018

    Morningstar has launched a sustainability leaders index family last month, which has already being tracked by a fund.

  • EU benchmark proposals should be abandoned, says think tank

    24 August 2018

    The European Commission’s proposed reforms to benchmark indexes are “too far from contributing to [their] objectives to be amended” and should be abandoned, according to 2° Investing Initiative.

  • Carbon is 'most suitable metric for smart beta ESG'

    01 August 2018

    Investors deemed carbon as the most suitable environmental, social, governance (ESG) metric for inclusion in a smart beta investment strategy, according to a study. Seventy-four percent of investors selected carbon as being suitable for inclusion into smart beta, followed by other ESG metrics like water (21%), waste (20%) and gender diversity (18%).

  • 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.

  • ISS expands ESG offering with Oekom acquisition

    15 March 2018

    Institutional Shareholder Services (ISS) has continued to build out its capabilities in the environmental, social and governance (ESG) data arena, with the acquisition of Oekom Research, arguably the last of the independent second party opinion providers in the green bond market.

  • Could Trump's tax reforms slow the PACE market?

    16 February 2018

    The recent US tax overhaul could put the brakes on the rapidly growing residential Property Assessed Clean Energy (PACE) market, Morningstar Credit Ratings has warned.

  • Best performing funds of 2017: KBI Institutional Water Fund A (GBP)

    15 February 2018

    Riding the 'third wave' of water equity investing has helped KBI's Institutional Water Fund outperform, says Michael Hurley

  • 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.

  • MSCI ESG index outperforms benchmark over five years

    05 September 2017

    An ESG index developed by MSCI that excludes a small number of "red-flag" stocks and tilts the remaining constituents towards companies with strong sustainability performance has outperformed its benchmark by 39 basis points annually since 2012.