More Funds Add ESG Criteria as Sustainable Investing Grows

In the first quarter of this year, 73 funds have added ESG investing to their prospectuses, which most managers recognise as common sense

Jon Hale 4 April, 2019 | 3:38PM

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The number of actively managed funds that are adding environmental, social, and governance criteria to their prospectuses is exploding. I first noticed this phenomenon two years ago when several funds run by J.P. Morgan, Morgan Stanley, and RBC did so. Then last year, another 51 funds added ESG criteria to their prospectuses, including all 21 funds run by Aberdeen.

But in this year's first quarter alone, an astounding 73 funds added ESG criteria. Most of these are equity funds, spanning US, international developed, and emerging markets. Some are bond funds. Twenty-three of the funds have more than $1 billion in assets.

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About Author

Jon Hale  Jon Hale is a consultant with Morningstar Institutional Investment Consulting.

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