Morningstar acquired Sustainalytics in July 2020.
SEC Rule 606(b)(3) shows that transparency and collaboration can go a long way toward improving buy-side trade execution.
Sustainable assets now account for one third of total US assets under professional management.
Voice-enabled interaction with clients and investors will become increasingly important.
The process of automation varies by asset class, by bank, and by buy-side client specifications.
Global investors representing over $9 trillion in assets write to 36 of Europe’s largest companies.
Equity ETFs/ETPs listed globally attracted the highest inflows.
Brokerage firms find that automating processes boosts efficiency and frees up trader bandwidth.
The Biden administration will also invest in sustainable infrastructure and clean energy.
