SDR: The implications for DFMs
Concerns of vast swathes of assets chasing labelled funds and a threshold MPS will never meet
Funds
-
-
SEC emphasizes probing ESG, marketing rule, Reg BI compliance
The agency’s other examination priorities for this year include RIAs who manage private funds, ESG investing and crypto
-
Fund in focus: Will Invesco’s sustainable pivot pay off?
Morningstar takes a deep dive into the firm’s Sustainable Pan European Structured Equity fund
-
Global sustainable flows bounce back in Q4 but mixed bag for Asia
Assets in global sustainable funds hit nearly $2.5trn at end of 2022
-
Global sustainable flows up in Q4, down in US
But a ‘divided picture’ across the regions
-
Global sustainable flows bounce back in Q4
But a ‘divided picture’ across the regions
-
Baillie Gifford rebrands Global Stewardship Fund
Managed by a dedicated team of Toby Ross and Katherine Davidson
-
Regulatory agenda sets April, October for SEC ESG rules
The SEC also has custody and ETF regulations ahead, while the DOL works on the next iteration of a rule for retirement accounts
-
Greenwashing claims as half of Article 9 funds invest in fossil fuels
Call for regulators to take action
-
Stewart Investors readies first US retail fund
The firm currently manages about $400m in US institutional assets
-
BlackRock to open proxy voting to UK retail investors
Fink announces investors in select mutual funds will be able to vote
-
BlackRock to extend proxy voting to some individual fund shareholders
Firm opened proxy voting to big investors a year ago