Title
Topic
Content Type
Sustainability Matters: Sustainable Funds Outperformed During the Early-February Market Swoon
By Jon Hale  | 15 February 2018

Sustainable funds have experienced lower volatility so far in the recent market downturn. I took a look at how sustainable funds performed during the first nine days of February.
ESG/Sustainable Investing
Performance
Market Shocks
Research Paper
Individual
Advisor
Fund Buyer
Safe Withdrawal Rates for Japanese Retirees Today
By David Blanchett  | 07 February 2018

In this paper, we use historical returns to explore safe withdrawal rates, both in Japan and internationally. More importantly, we estimate safe withdrawal rates for Japanese investors based on our current return and risk expectations for Japan.
Retirement Readiness
Withdrawal Rates
Research Paper
Individual
Advisor
Fund Buyer
A View of the U.S. Sustainable Funds Landscape
By Jon Hale  | 01 February 2018

Investors have more choices than ever to invest in open-end and exchange-traded funds that practice sustainable investing.
ESG/Sustainable Investing
Research Paper
Individual
Advisor
Fund Buyer
Sustainable Funds U.S. Landscape Report
By Jon Hale  | 31 January 2018

For the widespread interest in sustainable investing among individual investors to turn into invested assets, investors, as well as advisors, gatekeepers and asset managers, need to better understand the mutual fund choices available, as funds represent the most accessible vehicles for many individual investors and their retirement plans.
ESG/Sustainable Investing
Research Paper
Individual
Advisor
Fund Buyer
European Sustainable ETF Roundup 2017
By Kenneth Lamont  | 26 January 2018

As sustainable investing becomes more mainstream, the menu of environmental, social, and governance exchange-traded funds continues to grow.
ETFs
Strategic Beta
ESG/Sustainable Investing
Factor Investing
Passive Investing
Women in Investing
Research Paper
Individual
Advisor
Fund Buyer
Morningstar Direct Asset Flows Commentary: Europe--Year-End 2017
By Ali Masarwah  | 26 January 2018

Looking back at the European fund industry's record-breaking year in 2017.
Flows
Research Paper
Individual
Advisor
Fund Buyer
Return Calculations for Interest Rate Indices
By Morningstar  | 24 January 2018

This methodology addresses the assumptions and formulas used in calculating the Total Return. This methodology is only applicable to interest rate series that are updated at a daily frequency. It is intended for interest rate indices with one or less years to maturity.
Yield Curve
Interest Rates
Methodology Document
Advisor
Fund Buyer
Sustainability Matters: Has the Era of Sustainable Capitalism Arrived?
By Jon Hale  | 18 January 2018

BlackRock chairman and executive officer Larry Fink's annual letter to CEOs, titled "A Sense of Purpose," states flatly that companies need to do more than make profits. In order to prosper over the long run, Fink states, companies must serve a social purpose.
ESG/Sustainable Investing
Research Paper
Individual
Advisor
Fund Buyer
Sustainable Fund Choices Continued to Expand in 2017
By Jon Hale  | 04 January 2018

The universe of sustainable investment funds in the United States continued to grow in 2017, making it easier than ever to invest for sustainability and impact. A total of 39 new open-end funds and exchange-traded funds launched during the year. That number includes the 10 funds in the first sustainable target-date series and 11 ETFs. In addition to the newly launched funds, 17 existing funds were added to the sustainable-funds universe because they now incorporate ESG criteria and have made that explicit in the prospectuses they have issued this year.
ESG/Sustainable Investing
Research Paper
Individual
Advisor
Morningstar Direct Asset Flows Commentary: Europe--November 2017
By Ali Masarwah  | 03 January 2018

Inflows to open-end funds in Europe are set to hit a new yearly record.
Flows
Research Paper
Individual
Advisor
Fund Buyer
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