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.

Already a subscriber? Log in.

Read the whole article

Get access for 14 days for free.
No credit card is needed, and you will not be automatically signed up for a paid subscription after the free trial.

  • 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

Oil services investments and inflows help BankInvest in Q1

Net inflows have exceeded expectations at BankInvest in Q1. The EUR 20bn manager has been criticized for some of the investments in its sustainable flagship product, but CEO Lars Bo Bertram is proud that the EUR 12bn fund has managed to beat its benchmark despite massive gains for oil and gas.

Further reading

Related articles

Latest news

AMWatch job

See all jobs

See all jobs

Watch job

See all jobs

See all jobs

Latest news from FinansWatch (dk)

Latest news from EnergyWatch

Latest news from ShippingWatch