All Morningstar articles
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News
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
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People moves: SEI institutional chief Disney to retire [updated]
SEI, Standard Life Aberdeen, APG, Insticube, SSGA, Morningstar, Dutch Pensions Ombudsman, Russell Investments
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People moves: PKA’s ESG chief exits; JPMAM’s ETF hiring spree
PKA, JPMAM, NN IP, Polar Capital, Ossiam, GSAM, Lombard Odier IM, ITS, Morningstar, Barnett Waddingham
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European asset management hits new records in 2017
€8.9trn of assets were managed in European-domiciled open-ended funds at the end of last year
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Passive investors 'not abdicating stewardship responsibilities' [updated]
Index managers engaging more as shareholders, although practices vary, says Morningstar
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Morningstar buys 40% of ESG data firm Sustainalytics
Latest data provider consolidation move follows acquisitions by S&P Dow Jones Indices and ISS
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Wednesday people roundup
NAPF, Whitbread, comPlan, Sulzer, Swisscom, RobecoSAM, Redington, Morningstar, SYZ Asset Management, Schroders, Pioneer Investments, Russell Investments