Money Funds May Be Next Target in Fight Against Greenwashing
Analysts at Fitch Ratings expect rulemakers to push for better transparency from managers of money market funds.
June 22, 2022 at 01:51 PM
3 minute read
An often overlooked part of the burgeoning ESG industry may soon encounter greater global scrutiny from regulators.
Analysts at Fitch Ratings expect rulemakers to push for better transparency from managers of money market funds. This comes as other ESG-related offerings that fall short on the standards front increasingly struggle to keep and attract investors.
The integration of environmental, social and governance factors into money funds has accelerated in recent years, especially in Europe where in 2021 assets surged by about 200% as more funds took on the ESG label.
Roughly 350 billion euros ($369 billion) is invested in ESG-focused money funds, accounting for 23% of the total market for European money funds. By comparison, there's just $9 billion in U.S. prime money funds that have ESG in their names.
Large ESG reporting disparities also exist between the two regions, creating inconsistencies in reporting standards across the market. In Europe, there's "a more prescriptive, standardized framework," while in the U.S., it's more of "a disclosure regime," said Greg Fayvilevich, senior director and global head of Fitch's fund and asset manager ratings group.
Money funds are considered among the least risky investments available because they traditionally hold only the safest government and corporate-bond securities. The average yield for money funds has risen above 0.3% in Europe from about negative 0.6% at the start of the year. Yields are now at the highest level since 2014.
As that yield climbs with central banks boosting interest rates around the world, the presumption is that more investors will gravitate to money funds, especially if stock markets continue to lose value.
The level of investment demand for ESG products already exceeds the availability of bonds, and that makes finding enough securities to buy more complicated, said David Gorgone, a portfolio manager for money markets and short-duration bonds at Geneva-based Pictet Asset Management.
"We have seen more and more ESG-related bonds and commercial paper programs, but the supply is still too small to be able to build a proper, ESG-only portfolio," he said.
Similar to other parts of the ESG industry, money funds are likely to be more susceptible to greenwashing as more and more funds proliferate the market. Expanded ESG disclosures and third-party oversight to examine funds in a standardized way would help reduce those risks, Fayvilevich said.
Greenwashing typically occurs when companies, people or governments overstate or misrepresent their climate credentials. The term has morphed in the past year to also include issues when organizations overhype their ESG commitments.
The European Securities and Market Authority is among those leading the way on cracking down on such potential misselling. ESMA, the European Union's securities market regulator, recently published its ESG supervisory briefing, which provides a framework to "ensure convergence across the EU in the supervision of investment funds with sustainability features."
And that includes provisions to combat greenwashing in money market funds, as well as the entire range of stock, bond and other types of funds.
Tim Quinson reports for Bloomberg News.
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