Core questions to ask financial advisors during an interview
The Bottom Line: Investors seeking to hire a financial advisor should interview multiple advisors before deciding and prepare a set of core questions in advance.
Many questions have surfaced in recent years regarding sustainable and ESG investing. Here, investors and financial intermediaries will find materials that describe the various approaches to sustainable investing and their implementation. While sustainable investing approaches vary and they have thus far defied universally accepted definitions, many practitioners agree that they fall into the following broad categories: Values-based investing, investing via exclusions, impact investing, thematic investments and ESG integration. In conjunction with each of these approaches, investors may also adopt various issuer engagement procedures and proxy voting practices. That said, sustainable investing approaches will continue to evolve.
In addition to periodic updates regarding sustainable investing and how this form of investing is evolving, investors and financial intermediaries interested in implementing a sustainable investing approach will also find source materials that cover basic investing themes as well as asset allocation tactics.
The Bottom Line: A number of the largest ten sustainable investment funds can each serve as a sustainable investment portfolio’s anchor equity or bond position.Largest sustainable mutual funds and ETFs as of November 30, 2023, with trailing 12-month performance resultsNotes of Explanation: Total net assets combine all share classes. For mutual funds, trailing 12-month returns apply to the largest share class. Sources: Morningstar Direct, Sustainable Research and Analysis LLC.Largest sustainable mutual funds and ETFs going into 2024 can serve in anchor positions The largest sustainable mutual funds and ETFs going into 2024, based on total net assets as of November 30, 2023, include a diverse group of funds that, with one exception, can each serve as a sustainable investment portfolio’s anchor equity position or, in one other case, a fixed income investment option. The top 10 funds manage $102.9 billion in assets, accounting for some 31% of the $326.9 billion in sustainable fund assets at the end of November 2023. They are managed by seven different firms and include domestic equity, one international fund and one fixed income fund. These funds also consist of index funds and actively managed funds as well as funds that pursue varying fundamental investing and sustainable investing approaches.
Q&A: What is ESG investing and ESG integration?
The Bottom Line: ESG investing has morphed from ESG integration to encapsulate socially responsible investing considerations. Lack of standards has led to widespread misunderstanding and confusion.
SRA Select Listing: ESG Integration Investment Funds-Q1 2022
Sustainable investors can establish cost-effective diversified portfolios of funds that pursue an ESG Integration investing approach aligned with their financial profile and risk tolerance (1).
S&P 500 and selected sustainable indices recover in October
The Bottom Line: The S&P 500 gained 7.0% and erased September’s -4.7% decline; selected sustainable indices also bounced back with beats from 0.01% to 2.41%.
Monthly Sustainable Model Portfolios Performance Summary: November 2019
Model portfolios: Strong U.S equity market in November boost sustainable model portfolios to rise above their conventional benchmarks and achieve new highs The Aggressive Sustainable Portfolio (95% stocks/5% bonds), the Moderate Sustainable Portfolio (60% stocks/40% bonds) and the Conservative Sustainable Portfolio (20% stocks/80% bonds) outperformed their conventional indices by a range from 8 basis points (bps) to a high of 40 bps.
The bottom line: Julyrsquo;s sustainable fixed income fund performance results were largely aligned with year-to-date 2023 returns in that riskier assets continued their strong performance.
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