Jeremy Grantham says the pandemic taught investors to think more long term, while speaking with Morningstar's CEO Kunal Kapoor.
Flows took a break for the summer after their first-quarter peak.
Investor advocate Lily Bowles’ story with Netflix is a successful one, but new restrictions on shareholder resolutions make such efforts harder to replicate.
We look at methods that strengthen investor voices on executive compensation.
It brings shareholder-driven climate governance to the forefront.
What can investors do to dismantle systemic racism? Here are some ideas.
At midseason for 2021 proxy votes, signs of a jump in support.
We now measure the degree to which ESG risk could impact a company's financial health.
Green funds are blossoming this spring.
Investors--and policymakers--should consider sustainability issues holistically.
Our analysis shows how these funds stack up on specific climate-related metrics.
Morningstar’s ESG metrics reveal the standout funds in the space.
It’s more than just the companies running the bulldozers, and some big investors are taking action.
Despite a subpar first quarter, the long-term case for ESG remains strong.
The government plays a key role in ESG proxy voting.
The rule from the Trump administration will not be enforced by the DOL.
More funds, more flows, and impressive returns define the U.S. sustainable landscape.
Net flows of $51 billion in 2020 were more than double the total for 2019 and nearly 10 times more than in 2018.
A strong year for ESG equity index funds.
The pandemic, the fight for racial justice, and the presidential election demonstrate the importance of weighing in with capital to create positive societal change.
Of ESG index funds, 25 of 26 have outperformed for the year to date.
Last year’s record for flows was broken in July.
Shareholder proposals play a central role in corporate governance.
Investors take exception to Department of Labor proposal in public comments.
ESG fund flows have already nearly matched last year's record.
Proposed rule is based on the premise that workers’ retirement security could be compromised by investments that consider climate and other material ESG risks.
They have significantly outperformed for the year to date.
Here's a look at some intriguing new sustainable funds so far this year.
Activate your money for sustainability and impact.
The way you invest matters.
Jon Hale sees resilience in ESG funds, an appreciation for 'social' analysis, and a hastening toward stakeholder capitalism.
Sustainable fund investing is much more robust in Europe. How will the United States catch up?
Sustainable investing can help bring it about.
A look back at the year in sustainability.
ETFs, passive funds, and iShares dominate as U.S. ESG funds gather $10.5 billion in the first quarter.
These funds were helped by a focus on companies with strong ESG profiles and less exposure to energy.
Nearly 500 funds added ESG criteria to their prospectuses for the year.
For the most part, yes, but many fall short on some dimensions.
Record flows, strong performance, and other takeaways from the 2019 Sustainable Funds U.S. Landscape Report.
While ESG equity funds have taken big hits this month, their losses have been less severe than those of conventional peers.
Jon Hale analyzes how ESG funds are holding up.
How did we get here? Gradually, then suddenly.
Sustainability is BlackRock's new standard for investing.
This could be the leading edge of a huge wave of assets into sustainable funds.
Stewardship is an opportunity for fund providers to connect with sustainability-minded investors, and many large asset managers are using proxy votes to press for better governance of environmental and social risks.
We set some goals for individuals, defined-contribution-plan participants, advisors, asset managers, companies, and regulators.
We examine the developments and consider their implications for 2020.
Eighty-four percent of diversified sustainable funds receive 4 or 5 globes in the enhanced Morningstar Sustainability Rating.
The globe rating now reflects company ESG risks both within and across industry groups.