Fund ESG Transparency — Q2 Spotlight: Mutual Funds
Research Paper
June 4, 2021
Preview
ESG funds account for just 4.3% of the mutual-fund universe, totaling over USD 2 trillion. But they are growing in number, and their use as an ESG integration tool is also becoming more established. We take a deeper look at this subset in this quarterly report.
ESG Mutual Funds' AUM by Asset Class, USD Billions
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ESG Fund Ratings
MSCI ESG Fund Ratings aim to measure the resilience of mutual funds and ETFs to long term risks and opportunities arising from environmental, social and governance (ESG) issues.
The 20 Largest ESG Funds
Investors often look to see whether funds have energy-related holdings, which have often been exposed to higher carbon-emissions risk.
Some ESG Funds Are Not Like the Others
ESG funds' holdings can vary significantly, depending on their objectives, methodologies and geographic exposures. We examined the 20 largest ESG equity funds in our coverage universe.
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