Syvemmälle vastuullisuuteen

Morningstarin analyytikot tutkivat jatkossa tarkemmin rahastojen ja varainhoitajien ESG-toimia.

Sustainable image Morningstar ESG commitment article

The importance of environmental, social and governance criteria (ESG) to investors is increasing rapidly around the world. Unsurprisingly, fund companies have raced to respond to this interest, both by launching rafts of new ESG offerings and trying to spiff up existing funds with an ESG gloss. This leaves investors with a lot of work to do to separate the wheat from the chaff. Quantitative measures such as the Morningstar Sustainability rating are part of the solution, but to provide investors with even more analysis and context, we’ve developed a new measure, the Morningstar ESG Commitment Level for funds.

What is the Morningstar ESG Commitment Level?

This ESG Commitment Level expresses our analysts’ assessments of asset managers’ and individual strategies’ commitment to incorporating ESG into their investment organisation and processes. The scale runs from best to worst as follows: Leader, Advanced, Basic and Low. We are launching the new measure on a group of just over 100 funds and 40 asset managers covered by our teams in North America, EMEA, Hong Kong and Australia. Going forward, we will produce the Morningstar ESG Commitment Level for strategies and asset managers for which we produce analyst ratings (funds will be assigned an ESG Commitment Level whether or not they profess to be an ESG offering).  

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

Lukeaksesi artikkelin liity Morningstarin perustason jäseneksi.

Rekisteröidy ilmaiseksi

The Full Methodology Explained

Read more

Tietoja kirjoittajasta

Christopher J. Traulsen, CFA

Christopher J. Traulsen, CFA  on Morningstarin rahastotutkimuksen johtaja Euroopassa ja Aasiassa.

© Copyright 2021 Morningstar, Inc. Kaikki oikeudet pidätetään.

Käyttöehdot        Yksityisyys        Evästeet