Sustainable fixed income ETFs: April 2021 Update
May 17, 2021
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.
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Two hot themes combined in new ETF fund filing: Cyber and ESG
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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.
S&P Global Ratings to issue ESG credit-related indicators
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March 2021 Commentary: Green bond funds and green bonds
May 7, 2021
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.
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S&P 500 gained 4.38% in March while some sustainable indices posted excess returns
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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.
WisdomTree Investments strives to become a leader in the ESG space
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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
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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
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Sustainable fixed income ETFs: April 2021 Update
May 17, 2021
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.
Two hot themes combined in new ETF fund filing: Cyber and ESG
May 17, 2021
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.
March 2021 Commentary: Green bond funds and green bonds
May 7, 2021
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.
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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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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