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The Bottom Line: Sustainable municipal ETFs, a small investment category, reached over $1.0 billion in October having expanded by $262.9 million over the trailing three-months.
The Bottom Line: Dimensional Fund Advisors intends to convert six actively managed sustainable equity mutual funds with $26.1 billion into corresponding ETFs in early 2021.
The Bottom Line: Green bond funds reach $930.4 billion in assets at October month-end and are back on track to reach $1 billion in 2020.
The Bottom Line: Leading sustainable market indices turn in mixed results relative to their conventional counterparts in October but longer-term results continue to reflect outperformance.
The Bottom Line: Markets ended lower for the second consecutive month in October while sustainable indices turn in mixed results relative to their conventional counterparts.
The Bottom Line: Sustainable real estate funds still not fully recovered from severe declines during Q1 of 2020, but category expanded, led by ESG Integration.
The Bottom Line: Uncertainties chipped away at August’s stock market 7.01% gain with a -3.80% decline in September while ESG indices across the board outperformed.
The Bottom Line: Sustainable mutual funds and ETFs reached $2.9 trillion in August and are on a trajectory to exceed $3 trillion within several months.
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The Bottom Line: Sustainable municipal ETFs, a small investment category, reached over $1.0 billion in October having expanded by $262.9 million over the trailing three-months.
The Bottom Line: Dimensional Fund Advisors intends to convert six actively managed sustainable equity mutual funds with $26.1 billion into corresponding ETFs in early 2021.
The Bottom Line: Green bond funds reach $930.4 billion in assets at October month-end and are back on track to reach $1 billion in 2020.
The Bottom Line: Green bond funds in the US experienced positive cash flows in September and added $13.1 million to end September at $855.9 million.
Model portfolios: Strong U.S equity market in November boost sustainable model portfolios to rise above their conventional benchmarks and achieve new highs The Aggressive Sustainable
Model portfolios: Sustainable model portfolios exceeded or matched the performance of their conventional benchmarks in October The aggressive and moderate sustainable model portfolios both outperformed
Model portfolios: Two of three sustainable model portfolios were eclipsed by their conventional benchmarks In a month when the performance of equities and bonds reversed
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