Morningstar introduces LGBTQ+ Leaders index
Index holds 100 companies with strong LGBTQ+ inclusivity practices
ESG
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Election provides opportunity to address ‘unresolved tension’ between energy security and net zero
Sustainable investors want a government strategy that responds to US Inflation Reduction Act
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UKSIF and IA publish guidance for SDR consumer-facing disclosures
Investors should include information such as labels as well as sustainability objectives and metrics
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City Hive targets 50 signatories to ACT Standard by 2025
Standard of corporate culture launched two years ago and currently has 17 signatories
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Alex Funk to join PortfolioMetrix as head of investments in UK
Funk to depart Schroders Investment Solutions after three years
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Industry welcomes FCA’s anti-greenwashing guidance but will need to ‘rush’ to meet 31 May deadline
Some firms were hoping for a longer transition period, commentators say
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FCA releases proposals to expand SDR to wealth managers
The regulator has made adjustments to requirements for portfolio management services following industry feedback
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Morningstar: ‘Unstoppable rise’ of passive climate funds
Morningstar’s overview of the climate funds notes passives’ popularity and flows into fixed income and transition strategies
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Hawksmoor’s Philbin: We want to be the ‘Intel Inside’ for advisers
CIO of Hawksmoor Investment Solutions, Richard Philbin, discusses the need for ‘Wealth Management 2.0’
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Robeco renames multi-asset funds to emphasise sustainability focus
Switching from a ‘fund-to-funds’ model to a ‘line-by-line’ structure
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LSEG report: Most active funds are underperforming their benchmarks
Only 35% of active funds beat their benchmark over the past 12 months, and ESG portfolios were even worse off
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Calastone: UK investors ditch home market for US equities at record rate
Net inflows to North American funds were higher over the last four months than in the previous nine years combined