All Morningstar articles
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Global ESG, sustainable fund flows fall for first time into negative territory
Investor interest for ESG appears to have waned amid a continuously challenging macroeconomic and geopolitical backdrop
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Morningstar expects up to 300 funds to opt for sustainability label
The most popular label for managers will be ‘sustainability focus’, which requires a fund to invest in sustainable assets, says Morningstar
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Article 8 funds outflows continue amid persistent macroeconomic pressures
Assets in Article 8 and Article 9 funds shrank by 1.3% over the third quarter of 2023, driven mostly by market depreciation, according to Morningstar
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Pension funds to continue alternatives buying spree
Pension schemes believe infrastructure and natural capital investments such as forestry are best placed to deliver sustainability and impact objectives
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ESG roundup: Just eight get top Morningstar commitment mark
Plus: ISS benchmark policy survey; More UK Stewardship Code signatories; MSCI pursues generative AI solutions
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ESG roundup: Asset managers still invest in assets misaligned with Paris Agreement
Plus: Article 8 funds suffer outflows of €14.6bn, says Morningstar report; GSS bonds could claim EU green bond standard label
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Climate resolutions remain high on the agenda during proxy season
Asset managers have different ideas of what ‘good’ looks like and when it comes to action and disclosure on climate change
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Wave of sustainability downgrades affects pension funds too
If an asset manager has downgraded a lot of funds from Article 9 to Article 8 under the SFDR, this could be an indication of greenwashing
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The fight over SFDR’s role as a sustainability label
‘In the absence of an EU-wide labelling regime for ESG funds, some managers have also used Articles 8 and 9 as proxy labels for communication purposes,’ ESMA says
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Europe leads the way in global sustainable investing, says Morningstar report
At end-2022, sustainable funds accounted for 20% of European fund assets
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Too much choice counterproductive in retirement systems, new report finds
New evaluation of national pension systems recommends engagement efforts be stepped up, particularly for the young
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Global sustainable fund flows and assets drop 62%
Amid inflation and recession fears, global sustainable fund assets slipped 13.3% to $2.47trn as of June 2022
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Asset managers now clearer about environmental, social voting policies
US index giants BlackRock and Vanguard have lower environment, social focus than do major European managers, study finds
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ESG roundup: AkademikerPension gives up on Wizz Air after talks
Plus: Climate change for employer covenant practitioners, SFDR Article 8, 9 funds hit €4.05trn
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ESG roundup: NN IP sees €300bn green bond issuance next year
Plus: GPIF allocates to gender-diversity index; Denmark’s Sampension adds 79 stocks to blacklist
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ESG roundup: Amundi recommends adding ‘improvers’
Plus: Germany’s inaugural green bond; Passive sustainable funds update; SASB updating ‘foundational’ standard-setting documents; Cbus joins UN Net-Zero Asset Owner Alliance
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Aon: factor investing overcrowding fears ‘not justified’
It is unrealistic to foresee a situation where factor premiums are wiped out completely
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People moves: Former UK pensions minister joins LCP
LCP, LOIM, PASA, PTL, Asset Management Exchange, APG, GAM, PostNL, Danica Pension, Achmea, Morningstar, Kempen, Patrizia, Schroders, Man Group, BlueBay, AXA IM, AFM
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People moves: New deputy CEO for Sweden’s biggest pension fund
Alecta, AMF, AP3, Alpima, PGB, Waterbouw, Morningstar, Merian Global Investors, LGIM, Willis Towers Watson, GAM, Franklin Templeton
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People moves: SEB taps €59bn pension provider’s investment boss for CEO
SEB Investment Management, AMF, Mercer, Redington, Robeco, XPS Pensions Group, Morningstar, Universal-Investment, Morgan Stanley