AMWatch

Star ratings, sustainability globes, low-carbon designation: Morningstar extends ratings line-up

Morningstar's latest set of ratings assesses how an equity or bond fund's underlying securities are at risk as a result of the economic shift towards a low-carbon future. Institutional investors, however, pay little attention to these assessments, a think tank reveals.

Morningstar has developed a new tool to judge how well-positioned an equity or bond portfolio is to benefit from the transition to a low-carbon future -- hence the name Portfolio Carbon Risk Score.

The investment research firm is providing each fund with an absolute score based on the degree to which the value of its underlying holdings are at risk from the economic sea change which is happening as a result of international efforts to reduce carbon emissions.

Read the whole article

Get 14 days free access.
No credit card required.

  • Access all locked articles
  • Receive our daily newsletters
  • Access our app
An error has occured. Please try again later.

Get full access for you and your coworkers.

Start a free company trial today

More from AMWatch

Savills IM working hard on first Nordic residential investment

The global property investor has plans to expand its growing portfolio in Denmark with a new asset class, residential real estate, "very soon," says Head of Nordics Peter Broström. The manager still believes in the office and retail sectors, despite the pandemic and rising inflation.

Further reading

Related articles

Latest news

Jobs

Latest news from FinansWatch (dk)

Latest news from EnergyWatch

Latest news from ShippingWatch