Tag Archives | Michael Jantzi

2021 Morningstar Investment Conference

2021 Morningstar Investment Conference

2021 Morningstar Investment Conference moved deeply into ESG impact investing but remained relatively light on voting advice and education. At least one panel and one speaker did focus somewhat on voting. Below are a few brief notes. Unusually, the 2021 Morningstar Investment Conference was held on the same days as the Fall CII Conference. (more…)

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#MICUS 2020 Comparing Sustainable Funds

#MICUS 2020 Comparing Sustainable Funds

#MICUS 2020, the Morningstar conference, had so much to write about during day 1 that it may take me a month or so to go through it. Register for day 2 if you missed the first day. I just heard Larry Fink, of BlackRock. For someone heading the largest pile of investment money in the […]

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Sustainability at Morningstar

Sustainability at Morningstar

Sustainability at Morningstar (Morningstar Investment Conference #MICUS) in Chicago was an important topic, growing in popularity. As posted, their research found “72% of the United States population expressed at least a moderate interest in sustainable investing.” Nice to know many value a habitable planet as well as profits. However, research from Morningstar also finds we […]

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