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Sustainalytics helps Morningstar assess carbon risk in 30,000 funds
01 May 2018Investment 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.
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ISS expands ESG offering with Oekom acquisition
15 March 2018Institutional 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.
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Could Trump's tax reforms slow the PACE market?
16 February 2018The recent US tax overhaul could put the brakes on the rapidly growing residential Property Assessed Clean Energy (PACE) market, Morningstar Credit Ratings has warned.
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Best performing funds of 2017: KBI Institutional Water Fund A (GBP)
15 February 2018Riding the 'third wave' of water equity investing has helped KBI's Institutional Water Fund outperform, says Michael Hurley
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US sustainable funds post twin records as they outperform fund universe
02 February 2018US 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.
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MSCI ESG index outperforms benchmark over five years
05 September 2017An 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.
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US asset owners are waking up to climate change
31 July 2017There is increasing evidence that US investors are factoring climate change into their investment decisions, argues Meg Voorhes
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Morningstar takes minority stake in Sustainalytics
25 July 2017Investment research firm Morningstar has strengthened its links with Sustainalytics by taking a 40% ownership stake in the company. Financial details were not disclosed.
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The PACE quickens
06 February 2017The market for Property Assessed Clean Energy bonds in the US is booming, with $1.7 billion of issues last year. Joe Walsh investigates the secret to its success and explains why it is being rolled out in other countries.
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Ygrene issues first AAA rated Pace bond in $329.5m fundraise
15 November 2016Ygrene Energy Fund has raised $329.5 million by issuing two Property Assessed Clean Energy (Pace) bonds including the market's first AAA rated notes.