Archive

  • 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.

  • US asset owners are waking up to climate change

    31 July 2017

    There is increasing evidence that US investors are factoring climate change into their investment decisions, argues Meg Voorhes

  • Morningstar takes minority stake in Sustainalytics

    25 July 2017

    Investment research firm Morningstar has strengthened its links with Sustainalytics by taking a 40% ownership stake in the company. Financial details were not disclosed.

  • The PACE quickens

    06 February 2017

    The 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.

  • Ygrene issues first AAA rated Pace bond in $329.5m fundraise

    15 November 2016

    Ygrene Energy Fund has raised $329.5 million by issuing two Property Assessed Clean Energy (Pace) bonds including the market's first AAA rated notes.

  • Sin stocks portfolio 'could outperform in Morningstar's Sustainability ratings'

    17 October 2016

    A fund manager has devised a portfolio of 'sin stocks' that are likely to score highly in Morningstar's Sustainability ratings to illustrate his fear that the methodology has the potential to mislead investors.

  • Free tool launched for measuring a fund's carbon footprint

    13 October 2016

    A free online tool that measures the carbon intensity of investment funds, has been launched by US-based NGO As You Sow.

  • ESG ratings for funds

    22 June 2016

    Sustainability scores for funds are not perfect, but are a useful addition to the many tools available to responsible investors, reflects Hamza Ali