Hortense Bioy News

31.03 / 14:09

markets Analysis Sustainability Morningstar Research President social ‘Game over’ for ESG investing due to Trump backlash? Analysts say no

Investors have pulled money from so-calledESG funds in recent years, amid political backlash, high interest rates and other headwinds.

05.06 / 14:33

Target Sustainability Morningstar Research FIF 2024: Half of Article 8 funds target less than 10% of sustainable investments

Speaking at Investment Week's Future of Investment Festival today (5 June), Hortense Bioy, director of sustainable research and global manager research at Morningstar, revealed that the vast majority of Article 8 funds in Europe target as little as 10% in sustainable investments. This compared to around 90% for Article 9 funds. As a result, the different definitions of what sustainable investment is have also resulted in greater exposure to fossil fuels among both Article 8 and 9 funds, according to Bioy. At the same time, they tend to be less involved in controversial activities –...

01.05 / 11:45

markets Strategy Sustainability Morningstar Research show reports ESG investors prefer passive as active funds ‘bleed money’

A long-held truism of ESG is being challenged, namely the idea that the strategy is best-suited to active fund management.

30.04 / 16:01

FIVE Man Strategy Sustainability Morningstar performer reports Inflows into Article 8 funds rebound after three quarters of outflows

The rebound was driven mainly by fixed income and passive strategies, the report stated. Meanwhile, Article 9 funds bled money for a second consecutive quarter, with outflows hitting nearly €4bn between January and March this year. By comparison, Article 6 funds brought in €43bn during the same period. Both Article 8 and 9 funds performed worse than Article 6 funds over the past five quarters. Morningstar: Janus Henderson and Man Group have 'room to improve' on ESG commitments Hortense Bioy, global director of sustainability research at Morningstar and author of the report, claim...

26.04 / 01:47

Target Strategy Sustainability Election Morningstar Research social ESG fund managers in US see worst quarterly outflows

fund managers suffered their worst-ever quarter for ESG-focused products as the pace of client redemptions intensified. Client withdrawals from US funds targeting environmental, social and governance goals reached $8.8 billion in the first three months of 2024, according to fresh data compiled by Morningstar.. That stood in stark contrast to the roughly $11 billion of inflows into ESG funds in Europe, where sustainable investing regulations are far more entrenched.

25.04 / 12:07

Target Compilation Strategy Sustainability Election Morningstar social ESG mandated US funds posted $9B outflows in Q1

US fund managers suffered their worst-ever quarter for ESG-focused products as the pace of client redemptions intensified.

14.02 / 14:39

markets ETF Strategy Sustainability BlackRock Morningstar social BlackRock’s ESG business is on fire despite pushbacks

Despite a barrage of Republican attacks, lackluster returns and diminishing client interest in the US, BlackRock Inc. has been quietly expanding its dominance in ESG investing.

26.01 / 08:59

Europe Morningstar US ESG SFDR sustainable funds Global ESG and sustainable funds post first net quarterly outflow on record

Europe, the largest market for sustainable funds, saw a decrease in net inflows in the fourth quarter, attracting only $3.3bn.

25.01 / 14:04

markets Strategy Analysis Sustainability Exodus Morningstar social ESG funds post first ever global net outflows

For the first time ever, ESG funds saw global net outflows amid a major exodus by US investors from environmental, social and governance strategies.

09.01 / 18:03

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

Morningstar's Hortense Bioy (pictured) said the success of the UK labelling regime will lie in the quantity and quality of the products that get labelled.

25.10 / 10:49

Europe Morningstar US ESG Unit trusts/OEICs sustainable funds Q3 Flows into global sustainable funds slow in Q3 as AUM drops 4.2%

The challenging macroeconomic backdrop and falling stock valuations have largely contributed to the reduction in flow volumes and assets, Morningstar said.

28.09 / 11:31

Climate change Morningstar ESG ESG funds surges Number of climate-focused funds surges 600% in the past five years

Total assets within the funds has also surged, partly as a result of the product development, to around 30% in the past 18 months, now at $534bn.

20.10 / 16:15

UPS Morningstar Labelling Framework FCA labelling on ESG threatens to show up EU framework

The Financial Conduct Authority’s incoming ESG rules, which include green labels for UK funds, risk outshining the European Union's sustainable disclosure framework, a leading ESG expert has said.

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