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
At least 262 Article 8 and Article 9 funds with ESG-related terms in their names rebranded in the first quarter
Even long-standing support from Europe was retracted, marking the region’s first quarter of divestment since 2018
But a FCA review found ‘room for improvement’ in private market valuation processes
Rob Edwards discusses Morningstar’s latest index update and looks ahead at the wider impacts of a potential AI arms race
Suspension of NZAM is a ‘blip in authenticity’ as investors look for reassurance around climate commitments from US asset managers
Castlefield’s Ita McMahon explains why DEI has become a topic of heated debate and looks at some of the emerging trends
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
Public health, AI and biodiversity are earmarked as top engagement priorities but investors will need to demonstrate resilience amid challenges
Fund selectors reflect on fund flows into sustainable strategies, barbell approaches to investment, and where they will be allocating to in 2025
Morningstar’s Utilities Landscape report predicts growth in renewable energy to continue as costs and interest rates fall
Hortense Bioy says there are still reasons to be optimistic despite COP29 outcome
Global climate assets up 6% in first nine months of 2024