Responsible Investing

LAST WEEK THE U.S. LABOR DEPARTMENT FINALIZED A NEW RULE, “PRUDENCE AND LOYALTY IN SELECTING PLAN INVESTMENTS AND EXERCISING SHAREHOLDER RIGHTS.”

https://www.sunstarstrategic.com/blog/responsible-investing-blog/hh

ASSETS HAVE BEEN FLOWING STEADILY INTO ESG FUNDS AND ARE ON TARGET TO HIT $41 TRILLION BY YEAR END. Are funds claiming to be ESG funds really observing EGS factors? Concerns are growing that m...

https://www.sunstarstrategic.com/blog/responsible-investing-blog/sec-to-esg-funds-prove-it

According to the US SIF, total US-domiciled assets under management (AUM) using sustainable investing strategies grew from $12 trillion at the start of 2018 to $17.1 trillion at the start of 2020...

https://www.sunstarstrategic.com/blog/responsible-investing-blog/esg-investments-are-they-really-all-that

ESG funds have grown steadily since the term was first coined in 2005. With each passing year more and more assets flow into ESG funds.

https://www.sunstarstrategic.com/blog/responsible-investing-blog/taking-a-closer-look-at-esg-funds

ESG funds, once thought to be a “passing fad,” continue to grow rapidly capturing more than half the new net money from investors in 2020.

https://www.sunstarstrategic.com/blog/responsible-investing-blog/esg-aum-more-than-doubled-in-2020

If you’re not, you may want to consider it. Many investors are looking to make sense of the current turmoil in the U.S. and investing with their conscience can often help.

https://www.sunstarstrategic.com/blog/responsible-investing-blog/are-you-talking-to-your-clients-about-socially-responsible-investing

Michael Jantzi, Founder of Sustainalytics, spoke at the Morningstar Virtual Conference and shared his insights on the current market and impact on sustainable investing. He believes we’re at an...

https://www.sunstarstrategic.com/blog/responsible-investing-blog/are-we-at-an-inflection-point-for-sustainable-investing

The Department of Labor (DOL) proposed a new rule that would restrict using ESG funds in retirement plans.

https://www.sunstarstrategic.com/blog/responsible-investing-blog/big-changes-ahead-for-esg-investing

We’re in the midst of a global pandemic and economies across the world have felt the economic strain since early this year.

https://www.sunstarstrategic.com/blog/responsible-investing-blog/are-esg-factors-more-important-than-ever

From January through April of this year, $12.2 billion flowed into ESG funds – which was more than double the amount that flowed in during that same time period in 2019.

https://www.sunstarstrategic.com/blog/responsible-investing-blog/not-just-a-passing-fad-esg-investing-is-thriving

We all have a story to tell. It is important that you do just that. Tell it — consistently, concisely, and frequently. Your story is your unique identity. It quickly tells listeners who you a...

https://www.sunstarstrategic.com/blog/responsible-investing-blog/telling-your-story-make-sure-you-re-sharing-your-socially-responsible-investment-strategy

Investments in environmental, social and governance funds (ESG) quadrupled in size last year.

https://www.sunstarstrategic.com/blog/responsible-investing-blog/esg-assets-quadrupled-in-2019

Experts anticipate that Responsible Investing will dominate the investment space in the new decade and that Asia is poised to be the frontrunner.

https://www.sunstarstrategic.com/blog/responsible-investing-blog/will-asia-take-the-lead-in-responsible-investing

Morningstar has made significant enhancements to the Sustainability Rating for funds.

https://www.sunstarstrategic.com/blog/responsible-investing-blog/new-improved-morningstar-s-sustainability-rating-methodology