At a high level, a factor is any characteristic of a stock — or any other group of assets — where we know exposure to that characteristic at the start of the analysis. Some of these characteristics ...

Seventeen Democrat attorneys general told Congress this week that environmental, social and governance (ESG) factors are critical to understanding the true value of a company, and thus should continue ...

The Securities and Exchange Commission on Wednesday approved a rule proposal that would require investment advisers and fund managers to disclose additional information on ESG strategies in fund ...

As ESG factors help contribute to—or detract from—security returns, it makes sense for active investors to integrate them into security selection. Factor attribution using historical returns can ...

Almost three-quarters of investment professionals worldwide (73%) take environmental, social and corporate governance (ESG) issues into consideration in the investment process, according to the CFA ...

The DOL announced a final rule that retirement plan fiduciaries can consider climate change and other ESG factors when selecting investments. The news finalizes a discussion started more than a year ...

An important question for investors in environmental, social and governance (ESG) investment strategies is: What is the impact of ESG strategies on expected returns? Should they expect higher or lower ...

According to a global two-phase survey from Morningstar Indexes and Sustainalytics, asset owners are not, by and large, implementing ESG factors in their portfolios. The Voice of the Asset Owner ...

When a fund or portfolio diverges from its investment style, asset weight allocation or objective, this is known as “style drift.” Rebalancing is the process where the style drift is minimized or ...

There has been mounting pressure on mandatory ESG disclosure in recent years that may reach a precipice in 2021 with a new SEC Chairman. The forces driving this pressure include institutional ...

Investors can build a global portfolio of companies that have positive environmental, social, and governance attributes, or ESG, without compromising returns, according to 2019 research by Morningstar ...