Hortense Bioy, CFA

With or without the changes to the SFDR regime, dark-green funds continue to bleed money.

Outflows triggered by UK investors shifting assets to bespoke sustainable accounts.

Europe drives the flow recovery, while the US bleeds money for the 11th quarter in a row.

Global sustainable funds see worst quarter on record as Europe posts first-ever losses and US exodus continues.

Redemptions of ‘dark green’ Article 9 funds persisted. Expect name changes in the coming months.

Climate-transition investing, sustainable bonds, biodiversity, and AI are themes for investors.

European funds account for majority of these flows, with US funds seeing outflows.

TotalEnergies, Tencent and Shell may have to be divested under new EU regulations this year on fund naming

As ESG funds' traditional weightings ate away at performance in 2022, the knock-on effect was declining enthusiasm for sustainable strategies

Having spoken to 15 asset managers, we have attempted to predict which funds will opt for a label and which label they will use

Global sustainable fund inflows slowed in the third quarter of 2022, against a backdrop of continued concerns over a global recession

The consequences of SFDR are still feeding through into Morningstar’s flows data for ESG. In an update for Q3 2022, Hortense Bioy highlights the key trends

Over the past three months, asset managers have continued to enhance existing strategies, reclassify funds, and launch new ones meeting Article 8 or Article 9 requirements

The second cohort of funds have been assessed under the Morningstar ESG Commitment Level

Morningstar has analysed the performance of 4,900 funds to find out whether sustainable funds can beat their traditional counterparts over the long-term 

Morningstar is taking an in-depth look at some of the biggest ETF providers in the market. This week we look at Xtrackers

LOW COST FUNDS: Price, process and index variations all differentiate index tracking funds from one another