Home Investment Research

Investment Research

Summary Market Summary: Economic growth momentum and a sturdy fundamental backdrop of strong corporate earnings, low unemployment and contained inflation overcame a number of challenges to bolster stock results in the US. The Federal Reserve also fueled momentum, with...
Summary California Senate passes bill last week requiring California firms to have a minimum of one female director on its board of directors by the end of the 2019 calendar year. Rather than anchoring the bill on the rights...
The commentary appearing in this document represents excerpts taken from selected semi-annual and annual reports published by sustainable mutual funds and exchange-traded funds (ETFs). The intention of the Spotlight is to track relevant commentary and performance results provided by...
About a year after closing on the acquisition of Pioneer Investments by Amundi Asset Management, the combined Amundi Pioneer Asset Management entity in the US amended the prospectuses of two of its leading funds as of July 1, 2018...
Summary Market Summary: S&P 500 records best gain since January, up 3.72% as strong corporate earnings combined with the anticipation of robust economic growth in the second quarter lifted share prices pushed aside for now domestic political and geopolitical...
Summary • The second quarter ended as the 2018 proxy season was entering its final weeks, notable for the high level of environmental and social proposals as well as a number of majority vote outcomes. • During the second quarter, several...
Summary • June stock and bond market performance alternated as shifting sentiments guided by strong economic growth prospects and positive geopolitical news gave way to interest rate worries and increasing concerns over a looming trade war. • The SUSTAIN...
Summary U.S. Stocks, as well as investment-grade bonds, delivered positive results in May; small capitalization stocks in general and growth stocks in particular led the pack. The SUSTAIN Equity Fund Index gains 1.35% but lagged behind the S&P 500...
Summary The SUSTAIN Equity Fund Index declined -0.18% in a Volatile April, trailing the performance of the S&P 500 by 56 basis points. U.S. stocks gain in April but investment-grade bonds post -0.74% decline. Three constituent SUSTAIN funds generated positive results...
On April 23, 2018, the U.S. Department of Labor (DOL) Again Attempts to Clarify Social Investing Rules for Plan Fiduciaries On April 23, 2018, the U.S. Department of Labor (DOL) released a Field Assistance Bulletin intended to give further guidance...

Latest on the Blog

Follow Us

56FansLike
1,193FollowersFollow
432FollowersFollow
442FollowersFollow