Long before a Texas judge ruled that American Airlines' 401 (k) plans' ESG practices violated federal law, research showed ...
The EU’s Sustainable Finance Disclosure Regulation (SFDR), adopted in 2021, regulates and classifies funds according to their ...
Source: Morningstar Direct. Data as of December 2024. A combination of factors has affected investor appetite for sustainable funds in recent years, including the average underperformance of ESG ...
ESG fund managers are facing one of the toughest moments in the strategy’s history, as investment clients pull record amounts ...
Financial advisors and asset managers can use this data to identify countries with the greatest ESG investment opportunities and most significant risks. Morningstar Sustainalytics uses the ...
While European sustainable funds still booked inflows, albeit at a much slower pace than the conventional market, in the U.S.
A further 30% to 50% of all European ESG funds are expected to change their names in line with FCA and ESMA marketing ...
Financial institutions have increasingly departed groups like the Net-Zero Banking Alliance and Climate Action 100+, but ...
The fund fared better than its S&P 500 Utilities Index benchmark in the fourth quarter. Favorable stock selection and ...
A record number of funds targeting clients in Europe have scrapped ESG and related terms from their names, as the ...
US equities delivered positive gains in the fourth quarter and finished the 12-month period up 25% for the second year in a ...
Morningstar ( ($MORN) ) just unveiled an announcement. Morningstar, Inc. has addressed investor inquiries, with responses provided in a recent ...