Sustainable funds cash flows summary: August 2020
September 29, 2020
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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Sustainable emerging market bond funds experience inflows in July and August 2020
September 28, 2020
The Bottom Line: Sustainable emerging market bond funds, 21 funds with $20.9 billion in assets, experience inflows in July and August as investors seek income.
Sustainable funds performance scorecard: August 2020
September 25, 2020
The Bottom Line: Thematic ETF equity index funds focused on clean energy, low carbon energy and alternative energy posted the best performance results in August.
August update: Green bond funds reach $842.8 million
September 22, 2020
The Bottom Line: Green bond funds posted a negative -0.38% average total return in August but added $35.6 million to end August at $842.8 million.
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Sustainable funds cash flows summary: August 2020
September 29, 2020
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.
Sustainable funds performance scorecard: August 2020
September 25, 2020
The Bottom Line: Thematic ETF equity index funds focused on clean energy, low carbon energy and alternative energy posted the best performance results in August.
Sustainable foreign equity and bond funds outperform in August 2020
September 15, 2020
The Bottom Line: Two of three Sustainable (SUSTAIN) fund indices outperformed conventional benchmarks by 44 bps and 30 bps; third index trailed by 50 bps.
Sustainable funds cash flows summary: July 2020
August 31, 2020
The Bottom Line: Sustainable mutual funds and ETFs regained their momentum in July, closing the month at slightly above $2.7 trillion in assets under management.
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August update: Green bond funds reach $842.8 million
September 22, 2020
The Bottom Line: Green bond funds posted a negative -0.38% average total return in August but added $35.6 million to end August at $842.8 million.
July update: Green bond funds likely to reach $1 billion by year-end 2020
August 18, 2020
The Bottom Line: Green bond funds and ETFs reached $807.2 million as of July 31, likely to reach $1 billion in assets by year-end 2020.
Direct Indexing: An Option for Qualifying Sustainable Passive Investors
June 11, 2020
The Bottom Line: Direct indexing is an option for qualifying passive investors seeking to customize portfolios to more precisely meet their sustainability values and preferences.
Research Note: Coronavirus Pandemic Impact on Green Bonds
April 30, 2020
The Bottom Line: The coronavirus pandemic did not spare green bonds and impacted the green bonds segment of the market in at least three ways.
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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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