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The Bottom Line: UK-based investment management firm Schroders global institutional investor study finding regarding sustainable investing offers observations that are equally valid for retail investors.
The Bottom Line: The funds lack an established track record, are generally offered at higher expense ratios and their sustainable investing strategies¹ are not unique.
The Bottom Line: Net assets of green bond funds were flat in June, but registered an average gain of 50 bps, falling behind market indices.
The Bottom Line: S&P 500 Index records fifth consecutive monthly gain while sustainable stock indices bounced back in June to eclipse their conventional counterparts. Fears
The Bottom Line: S&P 500 Index records fifth consecutive monthly gain while sustainable stock indices bounced back in June to eclipse their conventional counterparts. Fears
The Bottom Line: Six thematic funds focusing on gender equality are in operation, offering investors three ETFs and three mutual funds managed by five firms.
The Bottom Line: S&P 500 took a breather in May, adding 70 bps after registering three-strong successive monthly gains while ESG indices, in general, lagged.
The Bottom Line: Markets rose in April as economic activity and corporate earnings rebounded; ESG securities market indices diverged while sustainable mutual fund indices outperformed.
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The Bottom Line: The funds lack an established track record, are generally offered at higher expense ratios and their sustainable investing strategies¹ are not unique.
The Bottom Line: Net assets of green bond funds were flat in June, but registered an average gain of 50 bps, falling behind market indices.
The Bottom Line: Engine No. 1 launched an exchange traded fund focused on proxy voting strategies but passively managed securities will not be ESG qualified.
The Bottom Line: Sustainable fixed income ETFs outpaced March’s net assets gains but growth slowed. Also, there were no new April launches or SEC filings.
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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