Jon Hale

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For investors in green mutual funds, performance is ‘a wash’
MUTUAL FUNDS FEB 13, 2020
For investors in green mutual funds, performance is ‘a wash’

An analysis suggests there's no long-term advantage to picking sustainable funds over those without a sustainable focus, or vice versa

OPINION OCT 04, 2019
Morningstar ratings to begin incorporating ESG risk next month

According to a Morgan Stanley report, the only statistically significant underperformance of sustainable strategies occurred nearly a decade ago.