Fund ESG Transparency — Q2 Spotlight: Mutual Funds
ESG funds account for just 4.3% of the mutual-fund universe, totaling over USD 2 trillion. But they are growing in number, and their use as an ESG integration tool is also becoming more established. We take a deeper look at this subset in this quarterly report. Read more here
Foundations of Climate Investing How Equity Markets Have Priced Climate Transition Risks
Did companies’ climate transition risk profiles affect performance? The growing strength of Low Carbon Transition (LCT) Scores provides support for this thesis (after controlling for GEMLT factors). Read more here.
Are you really ready for ESG investing?
Increased awareness of sustainable investing and ESG issues, changes to client preferences and regulation, mean that advisers are having to change the way they approach initial fact-finding and annual reviews for clients. Read more here.
Do sustainable funds outperform the market
Funds with an ESG focus have tended to outperform those that do not – over both shorter and longer-term periods. Read more here.
Advising on ESG investing
Advising clients on sustainable investing – what you need to know. Read more here.
ESG regulatory changes
Sustainability considerations and suitability. Read more here.
Which sectors are most proactive in the race to net zero
While some industries are taking on the challenge, others are delaying the inevitable. Read more here.
How to compare the carbon footprints of portfolios
Comparing the carbon levels of portfolios can be as different as apples and oranges. Read more here.
Fidelity ESG Analyst Survey
Fidelity International surveyed 151 of its analysts to find out more about the ESG topics companies the world over are grappling with. Read more here.