While only about $1.2 billion is now tied to gauges that meet the European Commission requirements, inflows have more than doubled since January, according to the European Securities and Markets Authority.
Inflows to 4,929 funds worldwide fell 24% from the first quarter’s record $184 billion, according to a Morningstar report.
Liz Skinner speaks to James Katz, founder and CEO of Humankind Investments
Advisers should provide a global view and frame conversations around investors’ values.
The Republican SEC commissioner’s doubts provide ammunition to those who want to push back against mandatory disclosures.
The actively managed ETF offers the narrowest of investment themes: a leveraged play on Bitcoin with the added twist of being easy on the planet.
According to its stewardship report, the asset manager supported 35% of 843 shareholder proposals that it voted on in the recent proxy season, compared with 17% in the previous year.
Nearly 90% of exchange-traded fund sponsors received the highest score in Sage Advisory’s study of ETF stewardship.
Financial Conduct Authority set principles for ESG labelled funds after poor listings grew.
The training is designed to help retirement plan advisers evaluate environmental, social and governance investing opportunities.
Companies that do well on one ESG criteria may not do as well on others, thus the value of opaque ratings can be confusing and frustrating for investors.
Equity large caps lead the way in the monthly list by ESG Clarity US and Last World Research.
