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 positions as large cap equities, tracked by the S&P 500 Index, posted a total...
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 trade tensions between the US and China, geopolitical uncertainties and signs of an economic...
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 breather in July, the three sustainable model portfolios posted positive total returns that exceeded the...
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% to 6.52%
The June performance results posted by the three sustainable model portfolios benefited from...
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 and volatile month when the three model portfolios along with their corresponding conventional indices posted...
Model portfolios: Each of the three portfolios lagged behind their conventional benchmarks in April with returns of 0.82%, 2.32% and 3.53%; but longer-term results continue to outperform
The three model portfolios trailed their comparative benchmarks in April even as two...
