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Susan Dziubinski: Hi, I m Susan Dziubinski with Morningstar. Morningstar recently introduced the Morningstar ESG Commitment Level, which allows investors to pinpoint the extent to which funds incorporate environmental, social, and governance considerations into their investment processes. Joining me today to unpack this new metric and to talk about a few highly rated funds that score well on this new measure is Russ Kinnel. Russ is Morningstar s director of manager research and editor of
Morningstar FundInvestor.
Russ Kinnel: Glad to be here.
Dziubinski: Russ, first tell us a little bit about the Morningstar ESG Commitment Level what it is and what it measures.
Susan Dziubinski: Hi, I m Susan Dziubinski with Morningstar. Which funds are investors selling in 2021? Joining me today to discuss fund flows so far this year is Russ Kinnel. Russ is Morningstar s director of manager research and editor of
Morningstar FundInvestor. Russ Kinnel: Glad to be here.
Dziubinski: Let s talk a little bit about fund flows in general in 2021. What have the trends been? Kinnel: You know, they really have continued a lot of the longer-term trends, moving from active to passive, also open-end to ETF, which is more or less the same thing. ESG funds continue to draw money. Low-cost funds, Vanguard leading the way, also have drawn a lot of money. So, a lot of the broad trends have continued.
In this week’s podcast, David Blanchett explains the importance of flexibility concerning retirement withdrawal rates, Christine Benz talks about how a Biden tax proposal could change how investment gains are taxed for some, Russ Kinnel discusses how some funds in Morningstar’s new world large-stock value category have benefitted from a recent change, and we share a high-quality company in the world of powersports that’s considered a bargain.
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Susan Dziubinski: Hi, I m Susan Dziubinski with Morningstar. In late April, Morningstar made some changes to the way it categorizes world-stock funds. Joining me today to discuss those changes is Russ Kinnel. Russ is Morningstar s director of manager research and editor of
Morningstar FundInvestor.
Hey, Russ. Thanks for being here today.
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