Sustainable Portfolios Performance Summary: November 2017
Summary The 3.07% gain of the S&P 500 Index in November, driven by strong corporate earnings, solid economic growth around the world and signs of progress in the US on the Republican led tax bill, also powered the performance of sustainable mutual funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs) along with the 3 sustainable […]
Sustainable Portfolios Performance Summary: October 2017
S&P 500 Registers the Best Monthly Gain of 2.33% Since Recording an Increase of 3.97% in February Positive earnings results, strong US economic data that seemed to eclipse the effects of hurricanes Harvey and Irma that shut down parts of Texas and Florida in August and September, coupled with an optimistic outlook for tax reform […]
SUSTAIN Large Cap Equity Fund Index Gains 1.7% in October but Lags the S&P 500
SUSTAIN Index Gains but Only One Constituent Fund Beat the S&P 500 in October The SUSTAIN Large Cap Equity Fund Index, which tracks the total return performance of the ten largest actively managed large cap US oriented equity mutual funds that employ a sustainable investing strategy beyond absolute reliance on exclusionary practices, registered a gain of 1.7% […]
SUSTAIN Large Cap Equity Fund Index Up 2.1% in September and Narrowly Beats Out S&P 500 Index
SUSTAIN Index Reverses Two Month Lag The SUSTAIN Large Cap Equity Fund Index, which tracks the total return performance of the ten largest actively managed large cap U.S. oriented equity mutual funds that employ a sustainable investing strategy beyond absolute reliance on exclusionary practices, registered a gain of 2.1% in September and outperformed the S&P […]
Research Note: ETFs Exposure to Vulnerabilities During Periods of Market Stress
Exchange-Traded Fund Investors Legal Action Rebuffed This week on September 25, 2017 the Wall Street Journal (WSJ) reported that exchange-traded fund (ETF) investors were rebuffed in their legal action against BlackRock Inc. for omitting certain warnings in fund documents about what could go wrong with ETFs. The complaint against BlackRock was initiated by a group […]
Sustainable Portfolios Performance Summary: August 2017
Market Wrap Up-August 2017 The S&P 500 eked out a narrow total return gain in August, rising 0.31% even as volatility picked up after a placid start to the year. The narrower based DJIA gained 0.65% while the Nasdaq Composite Index extended its record streak and ended up 1.43%. August proved to be an eventful […]
SUSTAIN Large Cap Equity Fund Index Declines 0.15% in August and Narrowly Trails S&P 500 Index
Summary The SUSTAIN Large Cap Equity Fund Index, which tracks the total return performance of the ten largest actively managed large cap U.S. oriented equity mutual funds that employ a sustainable investing strategy beyond absolute reliance on exclusionary practices, declined 0.15% in August versus a narrow 0.31% total return gain recorded by the S&P 500 […]
SUSTAIN Large Cap Equity Fund Index Gains 1.7% in July but Slightly Trails S&P 500 Index
The SUSTAIN Large Cap Equity Fund Index gained 1.68% in July, trailing the S&P 500 by 0.38% or 38 bps. On a year-to-date basis, the index is up 10.83% versus the 11.59% registered by the S&P 500 Index. Refer to Chart 1. All ten of the SUSTAIN index mutual fund constituents delivered positive returns during […]