Portfolio Adviser’s Post

The 11 new impact portfolios ‘seek to generate positive, measurable, and sustainable social and environmental change, alongside a financial return’ #ESGInvesting #PassiveInvesting #SustainableFinance https://lnkd.in/eCTW7pZE Author: Tom Aylott

As someone who has built her a life around enjoying the great outdoors, I prioritize aligning my investment portfolio with my environmental values. I believe that investments can reflect personal values while also delivering a profitable ROI in line with financial goals. For ESG Investors, E stands for Environmental investing: The focus here is the impact a company's operations (manufacturing, supply chain, etc.) has on things like climate change and carbon emissions, air and water quality, land management, energy efficiency, and waste management. Interested in learning more about ESG portfolios? Check out the link below and let's connect to discuss if these investments are suitable for your IRA, 529, Rollover 401k, or other investment accounts. Link: https://lnkd.in/gz_BrqCz #ESGPortfolio #PurposeDriven #FinancialPlanning

SFDR continues to effect flows from funds Continued changes to fund classification see more ‘green’ funds abandoned in favour of semi-compliant ESG funds - but what does this trend mean for the industry? The continued uncertainty around possible consequences of mis-labelling funds has driven more investors and fund managers to leave ESG-compliant funds in Q1 2024 in favour of those that are either not compliant or only semi-compliant. This is according to new research from Morningstar, which showed that in the first quarter of 2024, flows into Article 8 funds rebounded and netted “€14 billion of new money after three quarters of outflows”, whilst others did not. “Article 8 funds are attracting money again after a year of redemptions, but they’re still trailing the rest of the market,” said Hortense Bioy, CFA, Global Director of Sustainability Research, Morningstar, and the report’s lead author. “While active ESG managers are licking their wounds, passive ESG investments continue to appeal to more investors.” #esgstrategy #sfdr #labelling #investmentoperations #assetmanagement #europeanfunds #sustainableinvesting #esg Read on for more 👇

💡Curious to know what a fund factsheet is, and why it is considered a critical marketing document? 🔔Give this blog a read to understand how it is beneficial for potential investors to go through this report, and also get an overview of the features of the world’s top ESG funds’ factsheets. 🎯https://bit.ly/49n2I9E #Fundfactsheets #ESG #Assetmanagement #ESGinvesting

Pragmatism is the watchword as we look forward to the topics that may shape sustainable investing in the new year. Here are the five themes to watch. Key takeaways: - As attention turns to 2024, we welcome a pragmatic, risk-based approach to addressing critical sustainability-related challenges. - Against a backdrop of global instability, the frequency of damaging weather-related events will continue to remind the world that climate is a topic with near-term impact. - High-quality, innovative data capture increasingly allows for a robust quantification of risks that underpins ESG 2.0. - The topic of transition will be an increasing focus, including from regulators. By Matt Christensen, Global Head of Sustainable & Impact Investing at #AllianzGlobalInvestors #AchievingSustainability #Sustainability

Do ESG Factors Help or Hurt Private Fund Returns? A New Report Has an Answer (via Institutional Investor): https://ow.ly/haiH50SFFBW #esg #esgnews #institutionalinvestor

Quick read - If you are just learning about the many benefits of impact bonds, I encourage you to check out this latest white paper by my colleagues. Sustainability and fixed income are something on many investors' minds. Thorough issuer-specific research helps us to understand environmental and social merits, assess the impact of financed projects, and maintain flexibility in labelling sustainable securitizations across impact bonds. Learn more in our latest Insight >> https://lnkd.in/e-DPEiBZ

‘Ever-widening difference’ on ESG undertakings in US/Europe   New study from Morningstar says that many US asset managers turning away from #ESG because of political climate as Europe continues to adopt measures at breakneck speed.   "Sustainability-focused investors are increasingly questioning whether their manager’s voting policy is well-aligned with their own environmental and social objectives,” said Lindsey Stewart, CFA, Director of Investment Stewardship Research, Morningstar, on the report’s findings. “In Europe, where expectations of #proxyvoting support are higher, and several of the US firms have large market share, those questions are being asked with greater intensity."   Read more at the link. #investmentoperations #assetmanagement #fundmanagement #investmentmanagement  

In this month’s blog, we’re going to share a few notes about how the industry is changing, how our profiles are adapting, and how and where investors can access the information they need to get started. . #sustainableinvesting #esginvesting

Wondering about ESG funds and their classifications under SEBI's framework? In this article on LiveMint, check out the insightful breakdown on the different sub-categories allowed, shedding light on the evolving landscape of sustainable investing. Understanding these nuances is crucial for policymakers and investors alike as we navigate towards a more sustainable future. https://lnkd.in/dwfRmdEm #ESG #SustainableInvesting #PolicyRelevance