Five fund firms that rank top of Responsible Ratings Index
by 
Funds from WCM, Harding Loevner, Clearbridge, JP Morgan and Parnassus topped the most recent Responsible Ratings Index, which shows the top-rated and top-performing U.S. funds based on ESG credentials, performance, volatility and company sustainability agendas.
The RRI, an index by InvestmentNews’ ESG Clarity US in partnership with sister company Last Word Research, is a compendium of fund ratings from Morningstar, MSCIand Refinitiv/Lipper. This update includes ratings of 1,529 funds from a universe of more than 7,500. The Refinitiv/Lipper data is not present this month due to an ongoing review of the scores.
Below are the 20 funds that scored the highest among the evaluators through mid-January.
The RRI is rebalanced each month to reflect changes to the individual ratings, but also to encompass the growing number of data providers that are beginning to award ESGEnvironmental, social, and governance (ESG) criteria are a set of standards for a company’s operations that socially conscious investors use to screen potential investments. More funds with a score.
[More: Methodology behind Responsible Ratings Index]
Only funds that receive a four- or five-star rating from Morningstar’s overall performance ranking will make it onto the list. These funds have consistently performed well during the past three years.
The post Five fund firms that rank top of Responsible Ratings Index appeared first on ESG Clarity US.
