After the introduction of the Sustainable Finance Disclosure Regulation (SFDR) a number of investors started to use the respective classifications as selection tools for mutual funds and ETFs, since they wanted to comply with internal ESG guidelines or to ensure that they offer the right funds to their customers. Even as this approach seems to be logical and right, it may not lead to the right results. As the demand for mutual funds and ETFs classified by article 8 or 9 increased, fund promoters reacted and relabeled a number of funds, respectively, in some cases without changing the investment strategy

On April 21, 2022, Refinitiv Lipper unveiled the results of the Refinitiv Lipper Fund Awards for the Nordic countries in conjunction with our media partner Expert Investor. Unlike previous years, physical in-person events won’t be held globally due to Covid-19 pandemic restrictions. Since 2021 was another challenging year for the global fund industry, the Refinitiv Lipper Fund Awards will get a lot of attention from the asset management industry since these awards showcase the ability of a fund to deliver high risk-adjusted returns. Different methodologies lead to different results Contrary to what a number of market observers would expect, the

The demand for better information about sustainability-related matters which would enable investors to factor in sustainability-related risks and opportunities in their assessment of enterprise value is increasing globally. At the same time, there is no standard for the disclosure of non-financial information, which means that a number of metrics and measures used by companies are not comparable. The same is true for data vendors and Rating agencies. As a reaction to this lack of transparency, the International Sustainability Standards Board (ISSB) was launched during the COP26 summit in Glasgow on November 3, 2021, to meet this demand. The idea of

Refinitiv Lipper’s new review of UK monthly fund flows coincides with a strong risk-on October, as equities dominate.The bulk of this has been invested in developed markets—largely the UK and US—in line with market recovery trends from April. Most of this has been deployed using passive vehicles. While risk assets wobbled in June—with equities seeing more outflows than they did in March—it looks like investors are currently confident that the market has further to run. Asset Class View UK investors’ risk appetite increased in October, with net inflows into equities (£16bn) and out of bonds and money market funds (-£4.43bn