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Monthly Sustainable Portfolios Performance Summary: July 2018
Summary
S&P 500 Index recorded best gain since January, up 3.72%, while bonds posted an increase of 0.02%; SUSTAIN Large Cap Equity Fund Index...
SUSTAIN Large Cap Equity Fund Index Up 3.93% in July 2018, Leading S&P 500...
Summary
Market Summary: S&P 500 records best gain since January, up 3.72% as strong corporate earnings combined with the anticipation of robust economic growth...
Private Prisons and Divestment: Issues and Alternative Approaches
In an Opinion article published in The New York Times entitled “More Cities and States Should Divest From Private Prisons,” Scott M. Stringer, comptroller...
Second Quarter 2018 Sustainable Funds Investing Review
Summary
• The second quarter ended as the 2018 proxy season was entering its final weeks, notable for the high level of environmental and social...
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Sustainable Portfolios Performance Summary: November 2017
Summary
The 3.07% gain of the S&P 500 Index in November, driven by strong corporate earnings, solid economic growth around the world and signs of...
SUSTAIN Large Cap Equity Fund Index Declines -2.00% in March; Beats S&P 500 Index...
Summary
During a volatile March month that reflected shifting investor sentiments, the SUSTAIN Large Cap Equity Fund Index registered a decline of -2.00%, or...
Sustainable Funds Reporting Round Up: Alger Green Fund and More -January 2018
Alger Responsible Sutainable Investing Fund
Fred Alger Management Inc.
9/30/2017 Annual Report filed as of 12/7/2017
Observations:
The fund across its four share classes trailed behind the...
Department of Labor Reiterates Guidance on Fiduciary Duty and Social Investments
On April 23, 2018, the U.S. Department of Labor (DOL) Again Attempts to Clarify Social Investing Rules for Plan Fiduciaries
On April 23, 2018, the...
Sustainable Portfolios Performance Summary: April 2017
Late Month Rally Helps Stocks Achieve 1.03% Gain; Bonds Add 0.77%
A rally late in the month helped stocks achieve a gain of 1.03%,...
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