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.
The Bottom Line: Morgan Stanley acquires Eaton Vance and is expected to rank seventh in sustainable fund assets under management with $150 billion in AUM.
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.