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Securities and Exchange Commission (SEC) issued interpretive guidance on an investment adviser’s fiduciary duties regarding proxy voting On August 21, by a vote of 3 to 2, the Securities and Exchange Commission (SEC) issued interpretive guidance on an investment adviser’s...
The July edition excerpts 3/31/2019 and 4/30/2019 annual reports filed in June and July by VanEck Vectors Green Bond ETF, iShares MSCI KLD 400 Social ETF and Boston Common ESG Impact Funds, both US and International. The commentary appearing in...
The uptick in the importance of energy and environmental concerns disclosed in the latest National League of Cities (NLC) State of the Cities Report used as jumping off point to highlight expansion in sustainable municipal bond offerings The National...
Summary/Introduction In the last four years or so, sustainable bond mutual funds nearly tripled in number and experienced an expansion in assets from $10.3 billion to $27.6 billion, or an increase of 167%.  In addition 14 fixed income sustainable exchange-traded...
BlackRock announces new money market fund: BlackRock Liquid Environmentally Aware Fund (LEAF) Adding to a small stable of sustainable money market funds as well as short-term funds, BlackRock announced on January 23, 2019 that it has filed an initial registration...
Summary The Sustainable Investor Profile Evaluator (SUSTAIN Evaluator) is a Microsoft Excel-based application that relies on an easy to use questionnaire approach by which answers are analyzed methodically and systematically to arrive at a profile of an investor’s sustainable investing...