All Morningstar articles
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NewsEuropean asset managers favour organic growth over M&A, Morningstar finds
While some market headlines suggest a wave of consolidation, the underlying data tells a more nuanced story
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NewsEurope sees first-ever net outflows from sustainability funds, says Morningstar
Data comes as MSCI publishes study into funds investing in the climate transition
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NewsQuarter of shareholders vote down BP’s chair amid strategy row
Opposition could be driven by almost opposing concerns regarding the company’s oil and gas production strategy
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NewsNumber of funds adopting SDR label stands at just 80, according to Morningstar
New report published on deadline for managers of UK-domiciled funds to comply with SDR rules shows 325 have not adopted labels
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NewsShell doubles down on LNG plans ahead of shareholder resolution
Investors argue that Shell’s LNG growth plan contradicts the oil major’s climate targets
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AnalysisAGM 2025 predictions: DEI battles amid a stewardship ‘recession’
PRI, ShareAction, Morningstar and climate experts share their AGM 2025 predictions and what it means for the future of shareholder engagement
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NewsPeople moves: Railpen appoints chief financial officer
Plus: EIOPA adds to occupational stakeholder group; Swedish Länsförsäkringar Liv names head of asset management
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NewsAsset managers may welcome more permanent delay to FCA's SDR rules, says PwC
Morningstar and PwC say FCA’s decision is unsurprising and signals a lack of market demand
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AnalysisInvestors cautiously optimistic as US exits from Paris Agreement
Despite Trump’s decision, there are still attractive opportunities for those willing to invest with a long-term view, industry claims
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News2024 a record year for European ETFs but thematics disinvested
Morningstar research confirms 2024 as top year for ETFs although ESG sales have continued to decelerate
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NewsIPE Conference: CPEG in talks with managers exiting CA100+
CPEG is asking asset managers to provide an explanation for their departures from the climate engagement group
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NewsStakeholder pressure grows in importance as ESG motivator – survey
But also remains a barrier; APAC asset owners most convinced about value of active ownership
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AnalysisIPE ESG Briefing: Moving money to EM, tackling myths
Plus: Voting rules in Europe and IPE’s Transition Conference
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NewsMorningstar proxy season analysis: ESG shareholder resolution growth primarily driven by ‘anti-ESG’ proponents
Overall support for ESG proposals stayed flat in 2024 at 23%, with a marked rise in anti-ESG resolutions.
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News‘Immediate changes’ to reduce UK Stewardship Code reporting burden
Financial Reporting Council provides update following first stage of ‘fundamental review’ of Code
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NewsSDR enthusiasm is waning among managers, according to Morningstar
Managers are taking a ‘wait and see’ approach in adopting the SDR label due to stringent criteria of regime as well as UK-centric nature of labelling criteria
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NewsClimate remains core ESG focus for institutional investors, Morningstar finds
Climate, biodiversity, water, and reporting around Scope 3 emissions emerging as material factors in driving investment policy
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AnalysisAGM 2024 stocktake: Key themes and lessons so far
Industry stakeholders say this year feels much the same as 2023 with the added rise in companies pushing back against shareholders
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NewsArticle 9 funds outflows continue amid ongoing regulatory uncertainty
Flows into Article 8 funds rebounded after three quarters of outflows
