Morningstar

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While just over a half of pension savers said they would like to increase their pension savings into companies helping to combat climate change, roughly two-thirds said they would only consider doing so if they are not paying higher fees and charges.

Workers are actively concerned that their pension savings should be invested in a way that respects environmental, social and governance (ESG) issues,(...)

ESG investing takes into account  the broader implications an investment may have on our climate, so expect more investment in wind farms and less in coal companies. Photograph: PA

Do you remember when you could smoke wherever you wanted? When you could take home your shopping in free plastic bags? Such unhealthy and unsustainabl(...)

Few market trades have benefitted from Democratic nominee Joe Biden’s widening lead in the US presidential election polls as green-energy stocks.

Wall Street can’t quite make its mind up about what to make of an increasingly likely Biden victory – assuming the pollsters are right this time – les(...)

Are ethical investing considerations a luxury in the current environment?

It had looked like 2020 would be a big year for the ESG (environment, social, governance) industry. Now the sole topic of conversation among investor(...)

A report from investment management firm Neuberger Berman detailed how the company uses such non-traditional data. Photograph: iStock

Thinking is expensive, and you often don’t get what you pay for. That, more or less, is why actively managed funds have such trouble matching the retu(...)

The Fearless Girl statue in front of the New York Stock Exchange. The S&P 500 soared by 9.4 per cent  on Tuesday despite the bear market. Photograph: Angela Weiss/AFP via Getty Images

You can lose lots of money quickly during bear markets but the reverse is also true. That was certainly the case last Tuesday, when the S&P 500 so(...)

A scene from The Big Short (2015)

Michael Burry, the hero of The Big Short movie who became famous for his prescient bets against the US housing bubble, says financial markets are now (...)

The JP Morgan post on the floor of the New York Stock Exchange. In April,  the firm launched a European-listed ETF with a total expense ratio of just 0.04 per cent. Photograph: Brendan McDermid/Reuters

In the United States, as much money is now invested in passive funds as it is in active funds, according to fund group Morningstar. Active fund manage(...)

 Casual investors who noticed the sudden jump in 10-year returns might think 2018 was a spectacularly good year for stock markets, but that’s not the case at all. Photograph: David Karp/AP Photo

The global financial crisis is fading from the rear view mirror – good news for fund managers but potentially misleading for investors. The S&P 50(...)

Baillie Gifford selected Dublin after a lengthy search. It had also considered  Luxembourg

Baillie Gifford, one of the UK’s most successful asset managers, is to establish a Dublin offshoot to avoid being cut off from its growing number of E(...)

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