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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.
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.
The Bottom Line: A new ETF registration in April by Alpha Architect seeks to combine two hot themes, cyber and ESG, in a concentrated portfolio.
The Bottom Line: S&P Global Ratings becomes the third credit rating agency to issue ESG credit indicators intended to inform the CRA’s assessment of creditworthiness.
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.
The Bottom Line: S&P 500 was up 4.38% in March while three of four sustainable securities-oriented indices posted excess returns and two fund indices outperformed.
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.
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.
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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.
The Bottom Line: A new ETF registration in April by Alpha Architect seeks to combine two hot themes, cyber and ESG, in a concentrated portfolio.
The Bottom Line: Assets of green bond funds end March 2021 at another high of $1.3 billion; green bonds bounced back to $163.1 in Q1.
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.
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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