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
Morningstar
-
-
Continued cost cutting and booming grid investment: Renewable trends to watch
Morningstar’s Utilities Landscape report predicts growth in renewable energy to continue as costs and interest rates fall
-
Transition will not stop despite being de-prioritised
Hortense Bioy says there are still reasons to be optimistic despite COP29 outcome
-
Global climate funds on brink of first year of outflows on record
Global climate assets up 6% in first nine months of 2024
-
Three sustainable equity funds without undue factor risks
Morningstar’s van Genderen looks at the factor tilts in sustainable funds, and challenges some common assumptions
-
Two-thirds of asset owners say ESG materiality has increased across markets and factors
Morningstar’s latest asset owner survey also shows that fiduciary duty continues to be driven by financial materiality
-
Next Generation with Morningstar’s Wang: Developing expertise in transition funds
Analyst says transition-themed ESG funds offer wide investment opportunities and better risk diversification
-
Green Dream with Morningstar’s Bioy: We’ve only scratched the surface in terms of climate change investment opportunities
Bioy would like to see less traditional asset classes made more accessible to investors
-
FRC announces five new ‘priority areas’ amid revised UK Stewardship Code
The council engaged with over 1,500 stakeholders earlier this year
-
How have recent European elections impacted renewable energy?
Morningstar’s Tancrede Fulop analyses how government shake-ups in the UK and France will affect the utilities sector
-
ESG Out Loud: ‘We’re optimistic there’s enough interest for an LGBTQ+ fund launch’
Rob Edwards discusses Morningstar’s index focused on LGBTQ+ leaders in this month’s podcast for Pride
-
Three new considerations when investing in ESG funds
Following ESMA’s announcement on fund names, ESG managers will be assessing the impact on their portfolios, writes Hortense Bioy