"Millennials are driving the nearly $9 trillion sustainable investing market, according to a survey of 1,000 investors by Morgan Stanley’s Institute for Sustainable Investing." [COMMENTARY] Morgan Stanley’s research confirms the results of other surveys. (And still, too many advisors and brokers aren’t aware of this.)Millennials are driving a $9 trillion change in investing, by Frank…

"We screened the Morningstar US Sustainability Index to find some undervalued stocks that score well on ESG metrics. Sustainability assessments are provided to Morningstar by researcher Sustainalytics (of which Morningstar has a 40% ownership stake)." [COMMENTARY] I’m delighted to see that Morningstar is starting to freely share some of the individual Sustainalytics stock ratings. This…

"Passive managers are no longer treating stewardship responsibilities as a ‘box-ticking′ exercise, but are actively looking to influence investee companies and help improve environmental, social and governance (ESG) standards across the board. They vote and engage directly with firms on prominent issues such as executive pay, board diversity and climate change." [COMMENTARY] Many investment industry…

"As more and more companies begin to devote serious attention to sustainability reporting, many different systems of rating the depth and effectiveness of sustainability efforts have arisen. The authors compare three leading sustainability rankings, examining their methodologies and results. Unfortunately, a lack of consistency and transparency from these rating agencies currently exists, impeding greater efficiency…

"The Money Management Institute (MMI) announced today a joint initiative with Morningstar called The MMI/Morningstar Sustainable Investing Initiative, aimed at educating advisors about sustainable investing and how to better incorporate it into their practices." [COMMENTARY] Most financial advisors need some training in ESG related investing. This is one of many initiatives now happening globally. Well…

"The green bond market has boomed in the past decade but now a host of other financial products have begun to emerge, promising to tackle social issues including homelessness, access to education, clean water, crime prevention and helping disadvantaged children." [COMMENTARY] A good review of themarket and growth of social bonds. This will interest many…