ESMA fund naming guidelines impact ‘more limited than expected’
Some 880 in-scope funds have rebranded so far
Morningstar
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Q&A with Lloyds’ Simons: SFDR has raised the bar for asset managers
Hannah Simons discusses the latest sustainable fixed income market trends
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Morningstar considers launching ratings for LTAFs
Adapting its existing Medalist Rating framework for private market vehicles
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Fund rebranding activity accelerates ahead of ESMA naming guidelines
At least 262 Article 8 and Article 9 funds with ESG-related terms in their names rebranded in the first quarter
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Sustainable funds suffer worst quarter of outflows on record
Even long-standing support from Europe was retracted, marking the region’s first quarter of divestment since 2018
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Private market revenues could surpass traditional strategies by 2027
But a FCA review found ‘room for improvement’ in private market valuation processes
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Q&A with Morningstar’s Edwards: DeepSeek and AI’s impact on climate indices
Rob Edwards discusses Morningstar’s latest index update and looks ahead at the wider impacts of a potential AI arms race
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Does membership of the Net Zero Asset Managers initiative matter to fund selectors?
Suspension of NZAM is a ‘blip in authenticity’ as investors look for reassurance around climate commitments from US asset managers
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AGM ballots: An unlikely DEI battleground
Castlefield’s Ita McMahon explains why DEI has become a topic of heated debate and looks at some of the emerging trends
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115 funds drop ESG from branding in 2024 to comply with SDR
A further 30-50% of all European ESG funds are expected to change their names in line with FCA and ESMA marketing guidelines in 2025
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Stewardship in 2025: Trends and tools for sustainable investors
Public health, AI and biodiversity are earmarked as top engagement priorities but investors will need to demonstrate resilience amid challenges
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Sustainable fund flows: Challenges, opportunities and the road ahead
Fund selectors reflect on fund flows into sustainable strategies, barbell approaches to investment, and where they will be allocating to in 2025