7 Funds for the Planet
Funds to ponder on Earth Day or any day.
With Earth Day on April 22 and sustainable investing increasingly becoming mainstream, it’s easier to find funds that build their strategies around a concern for the environment, in particular the changing landscape for energy and utilities companies.
At the same time, investors have to navigate the confusing and evolving lexicon of sustainable investing. For example, there has been a proliferation of funds that Jon Hale, Morningstar’s head of sustainability research, labels “ESG consideration” strategies, where environmental, social, or governance questions are a top factor that’s played in investment decisions but are not a central part of the process. That contrasts with the “ESG integration” label, which he applies to funds that have ESG factors as a key determining factor when including an investment.
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