• Demand for strong ESG stocks could see costs rising, says Morningstar

    20 November 2019

    Demand 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 2019

    Financial 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 2019

    A 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 2019

    Morningstar 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 2019

    As 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 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.

  • EU taxonomy ‘niche’ and likely to do as much harm as good, says fund manager

    27 June 2019

    The 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.

  • Morningstar launches series of ESG managed portfolios

    02 May 2019

    Morningstar has launched five environmental, social and governance (ESG) multi-asset managed portfolios.

  • ESG indexes get smarter

    15 March 2019

    Combining factor investing and ESG, and adopting AI-based ESG data are among the hot trends in sustainability-focused indexes, writes Peter Cripps

  • Morningstar launches low carbon risk indexes

    31 January 2019

    Morningstar has launched the first low-carbon indexes based on Sustainalytics' Carbon Risk Rating.