Funds in the ESG integration and impact groups have the most comprehensive take on sustainable investing.
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.
Funds’ reliance on exclusions is a throwback.
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.
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.
The number of choices varies across Morningstar Categories.
We explore how Morningstar's new metrics go beyond carbon footprinting.
Funds continue to add ESG criteria to their investment processes.
A fuller appreciation of these risks can provide key insights for investors.
And why asset managers should be engaging with gunmakers.
Nearly two thirds of equity funds outperformed their categories.
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.
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.
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.
Diversified offerings have grown more than 60% in the past 12 months.
Nuclear operators in the U.S. have strong safety records and help utilities lower their carbon emissions, but the risk of a catastrophic accident remains.
Investors in funds that incorporate environmental, social, and governance factors into their process appear not to suffer a performance penalty.
Investors have a variety of choices, but many of them are young.
Investors have a growing number of sustainable fund options.
ESG criteria could help plan participants reach their goals.
Successful Exxon shareholder vote on climate risk disclosure may be as big of a deal as Trump's exit from the Paris agreement.
The fund giant becomes the latest to enter the ESG field.
This year’s Morningstar Investment Conference highlighted four trends that are moving the industry to consider sustainability when building portfolios.
They are addressing risks, as investors should expect them to.
We take a look at the 10 largest fund companies.
BlackRock and SSGA have made climate change a priority for company engagement.
We find that funds with high sustainability ratings tend to have higher-quality holdings.
Investing in these diversified portfolios of quality companies can signal support for more women in corporate leadership positions.
Three ways to incorporate climate concerns into your large-cap funds portfolio.
5-globe small- and mid-cap funds are less risky and hold stocks of larger, higher-quality companies.
Parnassus Funds gained assets last year. Plus, new options make it easier to build SRI portfolios.