The Bottom Line: At the Crane Bond Fund Symposium last week, five observations and conclusions were offered regarding the current state of sustainable investing in fixed income.
Observations/conclusions offered at Crane Bond Fund Symposium
At the Crane Bond Fund Symposium last week, five observations/conclusions were offered regarding the current state of sustainable investing in fixed income. These are, as follows:
- Sustainable investing/ESG investing may be experiencing a period of introspection, but rumors of its demise are exaggerated: From ESG to Stewardship?
- Sustainable bond mutual funds within the sustainable funds universe are underrepresented relative to conventional funds, with room for growth.
- The segment is concentrated.
- Performance comparisons relative to conventional funds require careful analysis.
- Challenges for bond fund investors offer opportunities for active management.
The entire slide presentation can be viewed below.
