ESG

Global Sustainable Fund Flows: Q2 2024 in Review

Recovery continues in Europe, but redemptions persist in other parts of the world.

Read more | 10 min read

ESG

Carbon Offsets vs. Carbon Credits: What's the Difference?

Carbon offsets often get conflated with another instrument that shares a similar name: carbon credits. Both are the subject of increasing interest from investment firms.

Read more | 4 min read

ESG

Sustainable Investing Flows Landscape for Australasian Fund Investors Q2 2023

The Sustainable Investing Flows Landscape for Australasian (Australia and New Zealand) Fund Investors provides a high-level view of the trends in asset flows across the sustainable fund universe, and any corollaries to the rest of the Australasian fund universe.

Read more | 7 min read

ESG

Australian Companies Are Not on Track to Reach Net Zero by 2050

Despite many companies pledging to decarbonise their businesses and achieve net zero emissions by 2050, current data reveals that we are not projected to make this milestone.

Read more | 7 min read

ESG

Sustainable Investing Flows Landscape for Australian Fund Investors Q1 2023

The Australasian (Australia and New Zealand) sustainable funds universe inflows plummeted this quarter, down 91.97% in the previous quarter, or 78.30% adjusted.

Read more | 8 min read

ESG

Is Greenwashing Scrutiny Leading to the Rise in Greenhushing?

When engaging with asset managers, Morningstar has recently seen a softening of language around green claims. An unintended consequence of the focus on greenwashing has likely contributed to the rise of greenhushing, which is the antithesis of greenwashing.

Read more | 5 min read

ESG

Sustainable Investing Landscape for Australian Fund Investors Q4 2022

Sustainable funds have faced a challenging 12 months, with only 35% outperforming their respective category peers over the calendar year. Yet despite these performance headwinds, Australian investors have continued to support sustainable investing with fourth-quarter inflows up 311% over the previous quarter.

Read more | 8 min read

ESG

Australian Investors Focus on Portfolio Decarbonisations Rather Than Investing in Climate Solutions

When it comes to sustainable investing, climate change has never been higher on the agenda. This work is critical, but the scale of capital needed for the transition is significant. According to the COP27 agreement, a global transformation to a low-carbon economy is expected to require an investment of at least USD 4-6 trillion per year.

Read more | 7 min read

ESG

Sustainable Investing Landscape for Australian Fund Investors (Q3 2022)

Sustainable funds have faced a challenging 12 months, with only 33% outperforming their peers within their respective categories. The longer-term picture remains more positive, with 52% of sustainable investments with five-year track records outperforming peers within their respective Morningstar Categories. This quarterly paper highlights recent trends within sustainable retail investments in Australia.

Read more | 8 min read

ESG

3 newly rated funds for ESG portfolios

We've recently added three new funds to our coverage to provide some additional options for advisers constructing ESG portfolios for clients. We've provided detail on the investment merits of the strategy and also noted the Morningstar ESG Commitment Level, or ECL, for asset managers.

Read more | 6 min read

ESG

Sustainable Investing Landscape for Australian Fund Investors Q2 2022

Sustainable funds have faced a challenging six months, with only 31% outperforming their peers within their respective categories. The longer-term picture remains more positive, with 55% of sustainable investments with five-year track records outperforming peers within their respective Morningstar Categories.

Read more | 10 min read

ESG

ESG in Australian fixed interest - Easy to say, hard to do

Government bonds present tricky questions for fund managers to address when applying ESG principles.

Read more | 5 min read

ESG

Most Sustainable Funds Sidestepped the Meta Plunge

But funds from Magellan, Vanguard, and Dimensional were some big exceptions.

Read more | 6 min read