Archive

Don't follow 'niche' UK SDR for SFDR 2.0, says Morningstar Sustainalytics

A leaked version of the EU's Sustainable Finance Disclosure Regulation (SFDR) review would simplify regulation of sustainable funds, says Morningstar Sustainalytics, but it cautioned the EU against following the UK's sustainable fund regime.

UK shows why SFDR transition category may be a struggle, Morningstar says

The limited uptake of the 'Improvers' label by UK fund managers suggests the EU may struggle to enforce eligibility criteria for climate transition funds in an overhauled Sustainable Finance Disclosure Regulation (SFDR), according to an executive at Morningstar.

Defending the indefensible?

Capital is pouring into the defence sector - but can it be considered a sustainable investment, asks Rob Langston

What is the impact of the SDR's impact label?

The UK's regime has helped bring clarity to the impact label and could be copied by the EU, writes Jennifer Forrest

100 days of Trump provides a wake-up call for investors assessing ESG risk

It's time to rethink strategies and build resilience in a future defined by escalating climate and sustainability challenges, writes Hortense Bioy

'Unjustifiably expensive' fees discouraging allocations to water, says Morningstar

Expensive fees are likely preventing investors from allocating more capital to water-focused funds, Morningstar has claimed.

The impact of SDR goes deeper than its four sustainability labels

The FCA's Sustainability Disclosure Requirements regime is helping purge the fund market, writes Jennifer Forrest

Inflows to sustainable funds down by almost half over 2024

Global sustainable open-end and exchange-traded funds saw inflows shrink by almost half over 2024 despite a "boom" for mainstream strategies, according to data from Morningstar Sustainalytics.

BlackRock bows to legal threats and departs net zero initiative

BlackRock has left the Net Zero Asset Managers (NZAM) initiative, citing "legal inquiries from various public officials" in the US attacking its stated focus on climate finance.

'Worrying trend' as investors continue to withdraw money from dark green funds