Touchstone acquires mutual funds from AIG’s SunAmerica
February 12, 2021
The Bottom Line: Touchstone Investments acquires the mutual funds business managed by AIG’s SunAmerica Asset Management and will integrate 12 funds with about $7.5 billion.
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Acquisition of ACRe by ISS continues consolidation trend in ESG space
February 4, 2021
The Bottom Line: The ISS announced acquisition of ACRe on Monday continues consolidation trend in the ESG space, now with a focus on U.S. municipals.
WisdomTree Investments strives to become a leader in the ESG space
January 31, 2021
The Bottom Line: WisdomTree Investments strives to become a leader in the ESG space, having rebranded a total of six existing ETFs since March 2020.
2020 Review: Sustainable ETFs and ETNs
January 29, 2021
The Bottom Line: Sustainable ETFs/ETNs in 2020 experienced significant growth and ended the year at $93.1 billion across 154 funds. The ESG Integration-Mixed approach dominates.
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WisdomTree Investments strives to become a leader in the ESG space
January 31, 2021
The Bottom Line: WisdomTree Investments strives to become a leader in the ESG space, having rebranded a total of six existing ETFs since March 2020.
December 2020 market commentary: Active sustainable fund managers prevailed
January 10, 2021
The Bottom Line: The S&P 500 Index, which gained 18.4% in 2020, added 3.84% in December while sustainable fund managers prevailed in equities and bonds.
Sage ESG Intermediate Credit ETF closing in December
December 29, 2020
The Bottom Line: The announced closing of the $7.9 Sage ESG Intermediate Credit ETF in December illustrates challenges faced by ESG funds to gain traction.
Tesla now eligible for addition to the S&P 500 ESG Index
December 23, 2020
The Bottom Line: Tesla, already a member of some leading US equity ESG indices, is now eligible for addition to the S&P 500 ESG Index.
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2020 Review: Sustainable ETFs and ETNs
January 29, 2021
The Bottom Line: Sustainable ETFs/ETNs in 2020 experienced significant growth and ended the year at $93.1 billion across 154 funds. The ESG Integration-Mixed approach dominates.
December 2020 commentary: Green bond funds and green bonds
January 17, 2021
The Bottom Line: Green bond funds reach $1.0 billion for first time while green bonds pass the cumulative $1.0 trillion level; outlook positive for 2021.
November 2020 Commentary—Green bond funds and green bonds
December 7, 2020
The Bottom Line: US green bond funds are on the cusp of reaching and exceeding $1.0 billion in assets under management for the first time.
Sustainable municipal ETFs, all actively managed, still small but growing
November 22, 2020
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.
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Monthly Sustainable Model Portfolios Performance Summary: November 2019
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
Monthly Sustainable Model Portfolios Performance Summary: October 2019
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
Monthly Sustainable Model Portfolios Performance Summary: September 2019
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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