Quarterly Transparency Reports

The world is moving to environmental, social and governance (ESG) investing, reflecting a growing sentiment of how ESG considerations may affect portfolios and individual securities. To meet this rising demand from investors, an increased supply of ESG-related funds have emerged. MSCI offers a focus on these funds to help investors understand the latest ESG trends and characteristics across more than 53,000 mutual funds and ETFs in our coverage universe.

Quarterly Transparency Reports

Throughout 2021 we will release quarterly reports analyzing funds within our coverage universe through an ESG lens.


Q1 Spotlight: Exchange Traded Funds (ETFs)

Q1 Spotlight: Exchange Traded Funds (ETFs)

Globally, equity and bond (ETFs), experienced record demand in 2020. We explore the reasons behind this growth in this report.

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The 20 Largest ESG Funds

The 20 Largest ESG Funds

Not all ESG funds are alike as their policies and resulting sustainability attributes can vary significantly. The 20 largest ESG funds in our coverage collectively accounted for approximately 13% of total assets under management globally in ESG equity funds. There was an almost even split between active and index-based fund investment approaches, with active funds accounting for over 57% of AUM.


Nested Applications

Research Report

 

Research Report

In this report, we looked at the largest equity ESG funds globally, their holdings and ESG attributes as well as considerations when conducting ESG fund due diligence and selection.

 

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Interactive Chart

 

Interactive Chart

Investors often look to see whether funds have energy-related holdings, which have often been exposed to higher carbon-emissions risk. You can use the interactive chart to compare the carbon intensity and stock allocations across the 20 largest ESG funds in our coverage universe.

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ESG Funds Blurb

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.

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Featured Content

Featured Content


The Sustainable ETF Universe

The Sustainable ETF Universe

In 2020, sustainable ETFs saw record inflows of $75 billion.1  View our infographic where we share details on the ESG type, carbon intensity and domiciles of this ETF universe.

ESG Funds in Focus Related Cards

The 20 Largest ESG Funds footnotes

 

1 MSCI LLC ESG Research: Fund ESG Transparency Q1 Quarterly Report 2021 (February 2021)


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