Jon Hale recaps the first quarter for U.S. ESG funds, which continue to build on their record inflows from the previous year.
Seventy-three funds added ESG criteria to their prospectuses in the first quarter of 2019.
The new offering, which launches later this year, has a well-conceived approach, a quality subadvisor, and, of course, low fees.
Funds in the ESG integration and impact groups have the most comprehensive take on sustainable investing.
Jon Hale reviews the biggest takeaways from his Sustainable Fund Landscape Report.
More funds, greater flows, and strong relative performance in 2018.
Passive funds took eight of the 10 largest fund flows.
Sustainable investing continues to grow in importance.
A biennial report says that sustainable investments now account for $12 trillion in the United States.
The arrest of Nissan chairman Carlos Ghosn was a shock, but a poor history of corporate governance kept most ESG-focused funds away.
The Morningstar Sustainability Rating now takes into account portfolios over the previous 12 months.
Jon Hale explains what's changing and how to use our measure of a portfolio's environmental, social, and governance risks and opportunities.
Funds’ reliance on exclusions is a throwback.
Investors can find plenty of low-carbon options among our medalists.
Many more strategies have become informed by sustainability analysis, with four broad approaches.
Sustainable investing can have an impact on corporate behavior and make you a better investor.
Many investors are doing sustainable investing, and many more want to start.
Our new Carbon Risk Score, with the Sustainability Rating, can guide investors looking to reduce their climate change exposure.
The new CalSavers plan wanted an ESG option but couldn't find one.
Carbon-risk metrics reveal dozens of choices.
Analyzing ESG risks in a timely manner can pay off for investors.
Offerings from Goldman Sachs, BlackRock, and Fidelity broaden the choices for sustainable investors
Fink's letter, Parkland, Labor Department guidance on retirement plans, new funds, and record flows.
Grantham's 'race of our lives' speech outlined the dire consequences of climate change.
Different terms like ESG, impact, or sustainable are unreliable guides to distinguishing among strategies.
Jon Hale says it's more possible today to create an index based on ESG factors than ever before.
The number of choices varies across Morningstar Categories.
We explore how Morningstar's new metrics go beyond carbon footprinting.
Our new tools allow investors to assess carbon risk in a fund's portfolio and to incorporate climate awareness.
Funds continue to add ESG criteria to their investment processes.
The world's largest asset manager is stepping up its engagement efforts to increase corporate responsibility, says Morningstar's Jon Hale.
A fuller appreciation of these risks can provide key insights for investors.
And why asset managers should be engaging with gunmakers.
Our analysts say Vanguard FTSE Social Index, TIAA-CREF Social Choice Bond, Amana Growth, and Amana Income would make great core holdings.
Nearly two thirds of equity funds outperformed their categories.
Large investors can also consider focusing on best-in-class investments or engaging management for change.
But investors will pay a bit more than the lowest-cost index funds and must exercise some additional due diligence.
BlackRock's CEO says companies must serve a social purpose to prosper over the long run.
2017 saw 39 new open-end funds and ETFs plus 17 existing funds that have adopted ESG.
Jon Hale says climate risk, asset manager engagement, and growing advisor interest will be key issues in the coming year.
There has been an increased focus on delivering impact alongside financial returns.
It's complicated, but sustainable funds more than hold their own on a risk-adjusted basis.
5 funds that achieve impact alongside competitive financial return.
For intentional ESG funds, the Sustainability Rating is a reality check.
Morningstar's Jon Hale says it's important to keep your asset allocation in mind, but that investors can find ways to express their values with their money.
The third quarter saw more funds reach viability, and more choice in emerging-markets equity and fixed income.
A low-cost ESG stock-index fund and a bond fund with social and environmental impact.
The stewardship efforts of BlackRock, State Street, and Vanguard are having widespread impact.
Michelle Edkins says her team at BlackRock works to build relationships with companies on behalf of investors.
Glenn Booraem of Vanguard says the firm believes companies that are governed well will perform better, and it is now communicating its process and outcomes more broadly.