
Monthly Sustainable Model Portfolios Performance Summary: December 2019
Model portfolios: Robust equity markets in December and the Vanguard FTSE Social Index Fund Investor Shares outperformance lifted the results achieved by the aggressive and
Model portfolios: Robust equity markets in December and the Vanguard FTSE Social Index Fund Investor Shares outperformance lifted the results achieved by the aggressive and
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
Model portfolios: Reversing course in August, the performance of each of the three sustainable portfolios were eclipsed by conventional benchmarks A volatile August driven by
Model portfolios: All three sustainable portfolios outpaced their conventional benchmarks in July by 1 bps to 17 bps As markets across the globe took a
Model portfolios: All three sustainable portfolios post strong performance results but two of three lag their conventional benchmarks in June with returns ranging from 2.36%
ESG Model portfolios: Each of the three portfolios lagged behind their conventional benchmarks in May with returns ranging from -0.06% to -5.80% During a challenging
Ready To Gain
Competitive Edge?
A new level of analysis, data & research about mutual funds, ETFs, ETNs & other ESG related investment vehicles