Sustainable Investing Monitor-April 1, 2024
The Bottom Line: Sustainable funds gave up assets in March while green bonds flourished. Relative performance results lagged, and fund launches continue to cool off. Sources: Morningstar Direct, Bloomberg, MSCI, Bank of America and Sustainable Research and Analysis.
Sustainable Investing Monitor-March 1, 2024
The Bottom Line: Sustainable funds added net assets in February while green bonds flourished. Relative performance results lagged, and fund launches were missing in action. Sources: Morningstar Direct, Bloomberg, MSCI, Bank of America and Sustainable Research and Analysis.
Sustainable Investing Monitor-February 1, 2024
The Bottom Line: Fund’s net assets declined in January, also recording positive relative performance, while new fund launches lagged and sustainable bonds gain in 2023.
Sustainable Investing Monitor-January 1, 2024
The Bottom Line: Long-term fund assets gained due to market appreciation, new fund formations decelerated, sustainable bonds and the performance of selected ESG indices lagged. Sources: Morningstar Direct, Bloomberg, MSCI, Bank of America and Sustainable Research and Analysis.
Sustainable Investing Monitor-December 2023
The Bottom Line: Fund assets added $22 billion in November from market appreciation, relative ESG performance was mixed and fund launches continued to trend lower. Sources: Morningstar Direct, Bloomberg, MSCI and Sustainable Research and Analysis.
Sustainable Investing Monitor-November 2023
The Bottom Line: Sustainable fund assets declined by $9.3 billion in October, relative ESG performance was positive, but fund launches and sustainable bond issuances lagged. Sources: Morningstar Direct, Bloomberg, MSCI and Sustainable Research and Analysis.
Sustainable Investing Monitor-October 2023
The Bottom Line: Assets attributable to sustainable mutual funds and ETFs declined to $315.6 billion in September, during which time performance and fund launches lagged. Sources: Morningstar Direct, Bloomberg, MSCI and Sustainable Research and Analysis
Labeling the Politics of ESG Funds
The Bottom Line: Critics of ESG investing exhibit a lack of knowledge and awareness of key features of sustainable investing specifically related to ESG integration. Introduction Increasingly, criticism of ESG investing has taken on a political tilt. These arguments often identify ESG funds as a means of ‘state control of the economy and of society’. […]