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Shopping for environmental, social, and governance funds might feel a bit like walking down the supplements aisle at the grocery store. There is a vast array of products from multiple brands, each with a different tagline. It’s often difficult to gauge which is right for you, especially when the language around these products doesn’t lend itself to easy comparisons. In an effort to sort out what’s what, we have previously shared a simple framework to help investors sort ESG strategies. This article will further animate the key factors that investors should consider when they peel back the label on ESG-intentional index funds. We will conduct a case study focusing on three ESG-intentional indexes from MSCI which underpin five different Morningstar Medalist funds. These indexes aim to balance ESG integration with the benefits of broad diversification and market capitalization weighting. Each has its own process, and each of these processes results in different levels of a ....
Link Copied Stephen Welch does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies. Sponsor Center Read More Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. We’d like to share more about how we work and what drives our day-to-day business. How we make money We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our in ....
The Summertime Case for Floating Rate Notes (FRNs) May 25, 2021 Floating rate notes (FRNs) and related debt gain allure as interest rates rise, confirming a 2021 catalyst for assets like the While broad demand for high-yield corporate bond mutual funds has been tepid this year, investors are piling into leveraged loan equivalents. On the ETF side of the ledger, BKLN is benefiting from that trend, as highlighted by $1.87 billion of year-to-date inflows as of May 24. Nearly $788 million of that tally arrived in the current quarter. “Bank loans’ unique floating-rate feature, their hierarchy in the capital structure, and the loan market’s industry composition all make for an appealing relative value opportunity versus high-yield bonds,” says Morningstar analyst Garrett Heine. ....
Bank-loan funds lacked investor appeal in 2019 and 2020 as interest rates fell. But economic recovery and the potential for rising short-term interest rates have put the category back in favor in 2021. Bank-loan mutual funds have received net inflows of more than $13 billion for the year to date through April 2021, which was almost a fourth of the category’s assets at the beginning of the year. Demand for high-yield bond funds has been milder this year despite the similarities of the two asset classes. While high-yield bonds have greater upside potential, bank loans defensive characteristics make them an attractive portfolio diversifier. Bank loans’ unique floating-rate feature, their hierarchy in the capital structure, and the loan market’s industry composition all make for an appealing relative value opportunity versus high-yield bonds. ....