The Bottom Line: Newest Vanguard sustainable ETF launch, the Vanguard ESG US Corporate Bond ETF, is focused on fixed income and relies entirely on exclusions.
The Bottom Line: Sustainable emerging market bond funds, 21 funds with $20.9 billion in assets, experience inflows in July and August as investors seek income.
The Bottom Line: At just three funds, sustainable micro-cap funds are small in number but actively managed growth funds post strong 12-month performance results.
The Bottom Line: The launch of BlackRock’s LifePath ESG Index Funds expands sustainable target date funds segment and may stimulate further growth beyond $4.3 billion.
The Bottom Line: Lagging performance of sustainable intermediate investment-grade funds during crucial February-to-March interval requires additional analysis of similarly managed funds over several market cycles.
The Bottom Line: The reconstitution of the Dow Jones Industrial Average effective as of the start on August 31st elevates the benchmark’s overall ESG score.
The Bottom Line: Sustainable large cap equity funds retain a slight year-to-date edge as the S&P 500 records a new all-time high on Augst 18th.
The Bottom Line: American Century introduces two actively managed non-transparent sustainable investment ETFs, adding to the now 34 actively managed sustainable funds with $17.1 billion.