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.


Q2 Spotlight: Mutual Funds

Q2 Spotlight: Mutual Funds

ESG funds account for just 4.3% of the mutual- funds universe, totalling 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 the Q2 report.

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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.


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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.

Explore the Chart

 


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


MSCI ESG Healthcare Funds and SDG 3

MSCI ESG Healthcare Funds and SDG 3

In this paper, we explore how closely aligned healthcare funds are with the United Nation’s Sustainable Development Goal 3, which focuses on Good Health and Well-Being.

The SFDR’s Articles 8 and 9: The Funds Behind the Labels

The SFDR’s Articles 8 and 9: The Funds Behind the Labels

The EU’s Sustainable Finance Disclosure Regulation (SFDR) was created to combat “greenwashing” by fostering better transparency for investment vehicles. We looked at the ESG characteristics of 207 funds of the top 15 equity and mixed-asset fund managers to see which, if any, already had disclosed information about their funds.

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)