February 2019 Sustainable Investment Funds Performance Scorecard
1. Applies only to environmental and social considerations. 2. Fund announced closure effective March 20, 2019. Notes of Explanation covering equity and all other equity related funds: Results are total returns. Equity funds include all US and international equity as well as all other funds, except for fixed income funds, a total of 1,150 funds/share […]
January 2019 Sustainable Investment Funds Performance Scorecard
Fixed Income Mutual Funds, ETFs and ETNs 10 Top Performing Funds—January 2019 Fixed Income Mutual Funds, ETFs and ETNs 10 Bottom Performing Funds—January 2019 Equity and all Other Mutual Funds, ETFs and ETNs 10 Top Performing Funds—January 2019 Equity and All Other Mutual Funds, ETFs and ETNs 10 Bottom Performing Funds—January 2019 Notes of Explanation […]
Monthly Sustainable Model Portfolios Performance Summary: January 2019
Summary• The S&P 500 Index gained 8.01%, posting the best monthly results since October 2015• Model portfolios: Underlying funds rebalanced to reflect their risk based allocation ratios• The strong January 2019 performance results recorded by both stocks and bonds almost reversed in their entirety December’s declines and lifted the total returns of the three model portfolios […]
Markets soar in January 2019 as did sustainable equity and bond funds
The S&P 500 Index gained 8.01%, posting the best monthly results since October 2015 The S&P 500 Index and the Dow Jones Industrial Average gained 8.01% and 7.30%, respectively, posting the best monthly results since October 2015 and helping to erase all but about 1.2% of December’s 9.2% decline in the case of the broader […]
Sustainable Investing Trends in 2019 and 2018 ESG Performance
Summary: Remarks presented at the January 25, 2019 webinar entitled on sustainable investing that covered: (1) 2018 sustainable fund developments, (2) 2019 outlook and (3) conducting sustainable investment managers due diligence. Note: Presentation slides were made available ahead of the webinar. Relevant slides have been inserted into this document. Remarks: Good morning and welcome to […]
SUSTAIN Large Cap Equity Index Declined -9.38% in December and -5.30% in 2018
2018: A challenging and turbulent year In what turned out to be a very challenging and turbulent year, the S&P 500 Index posted its worst performance since 2008. The broad-based index ended 2018 down -4.38% versus -37% in 2008 and compared to a gain of 21.83% in the prior year 2017. In the month of […]
SUSTAIN Equity Fund Index Gains 3.21% and Outperforms S&P 500 by 1.17% in November
November Performance Summary • Bond and equity markets continued on their volatile path into November, but end on positive notes: S&P 500 posts gain of 2.04% while Bloomberg Barclays US Aggregate Index adds 0.60%. • The SUSTAIN Large Cap Equity Fund Index recorded a gain of 3.21% and outperformed the S&P500 by 1.17%. • The […]
Abrupt Shift in Sentiment Also Impacts Sustainable Equity Funds in October
October Summary An abrupt shift in sentiment and momentum moved the S&P 500 Index down -6.84% in October to register not only its third loss so far this year but also the biggest monthly decline since September 2011. During the same interval, the Sustainable (SUSTAIN) Large Cap Equity Fund Index posted a drop of -7.0%. […]