Hortense Bioy

'Not easy but doable': The implications of adopting an SDR label

Regulation

'Not easy but doable': The implications of adopting an SDR label

Portfolio management most affected

clock 31 July 2024 • 6 min read
European ESG fund fees fall further than non-ESG peers over past decade

ESG

European ESG fund fees fall further than non-ESG peers over past decade

Asset-weighted costs of 0.83%

clock 24 June 2024 • 1 min read
FIF 2024: Half of Article 8 funds target less than 10% of sustainable investments

ESG

FIF 2024: Half of Article 8 funds target less than 10% of sustainable investments

Exposure to fossil fuels

clock 05 June 2024 • 2 min read
Inflows into Article 8 funds rebound after three quarters of outflows

ESG

Inflows into Article 8 funds rebound after three quarters of outflows

Article 9 funds bled nearly €4bn

clock 30 April 2024 • 1 min read
Sustainable ETFs subject to SDR but unable to benefit from labelling regime

ETFs

Sustainable ETFs subject to SDR but unable to benefit from labelling regime

Distributors subject to disclosure

clock 12 March 2024 • 5 min read
Global ESG and sustainable funds post first net quarterly outflow on record

ESG

Global ESG and sustainable funds post first net quarterly outflow on record

Morningstar Global ESG Flow report

clock 26 January 2024 • 2 min read
Morningstar estimates up to 300 existing funds will opt for SDR label in 2024

ESG

Morningstar estimates up to 300 existing funds will opt for SDR label in 2024

Sustainability Focus likely to dominate

clock 09 January 2024 • 3 min read
Flows into global sustainable funds slow in Q3 as AUM drops 4.2%

ESG

Flows into global sustainable funds slow in Q3 as AUM drops 4.2%

Morningstar report

clock 25 October 2023 • 2 min read
Number of climate-focused funds surges 600% in the past five years

ESG

Number of climate-focused funds surges 600% in the past five years

Less than 200 in 2018

clock 28 September 2023 • 3 min read
FCA director of ESG Sacha Sadan pushes back against criticisms of labelling scheme

ESG

FCA director of ESG Sacha Sadan pushes back against criticisms of labelling scheme

Speaking at Morningstar conference

clock 05 July 2023 • 3 min read
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Liontrust profits sink by a further 28% as AUM continues to decline

21 November 2024 • 3 min read
02

Mansion House speech: What does it mean for the investment and pension landscape?

21 November 2024 • 1 min read
03

ISA reform 'under review' after absence in Budget and Mansion House

20 November 2024 • 3 min read
04

Women over 50 heavily unrepresented in investment management workforce

21 November 2024 • 2 min read
05

Global dividends hit Q3 record high despite significant cuts

21 November 2024 • 2 min read
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