Sage ESG Intermediate Credit ETF closing in December
The Bottom Line: The announced closing of the $7.9 Sage ESG Intermediate Credit ETF in December illustrates challenges faced by ESG funds to gain traction.
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Fourth quarter 2020 will set new records for sustainable ETF launches
The Bottom Line: The soon to close fourth quarter 2020 will set new records for sustainable ETF launches with at least 18 new sustainable ETFs.
Sustainable small cap value funds rallied strongly in November 2020
The Bottom Line: Sustainable small cap value funds, dominated by an exclusionary approach to sustainable investing, rallied strongly in November with an average 17.7% gain.
Mixed results for sustainable indices in October but longer-term outperformance continues
The Bottom Line: Leading sustainable market indices turn in mixed results relative to their conventional counterparts in October but longer-term results continue to reflect outperformance.
Sustainable funds events and developments: October 2020
The Bottom Line: Sustainable funds related events or developments in October 2020 numbered 33, including two M&A transactions involving Eaton Vance and Truvalue Labs, Inc.
Top robo-advisor platforms offer limited sustainable investing options
The Bottom Line: Five of the top 10 robo-advisor platforms per Barron’s recent rankings offering sustainable investing options but offerings vary by range and scope.
GAMCO to launch actively managed sustainable ETF
The Bottom Line: GAMCO Investors is set to launch its first actively managed sustainable ETF, Love Our Planet & People (LOPP), Gabelli’s second ESG fund.
Limited number of ETF re-brandings vs. mutual funds
The Bottom Line: iShares ESG Advanced HY Corporate ETF only 4th re-branded index fund in last 12-months during interval when just 12 ETFs were repurposed.
