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
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.
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.
Funds with an ESG focus have tended to outperform those that do not – over both shorter and longer-term periods. Read more here.
Advising clients on sustainable investing – what you need to know. Read more here.
Sustainability considerations and suitability. Read more here.
While some industries are taking on the challenge, others are delaying the inevitable. Read more here.
Comparing the carbon levels of portfolios can be as different as apples and oranges. Read more here.
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.