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 […]
Sustainable Portfolios Performance Summary: July 2017
Major Asset Classes End the Month of July Higher; U.S. Dollar Decline is the Exception Except for the U.S. dollar that declined 2.9% in the month of July, major asset classes ended the month higher. The S&P 500 Index, which registered its second best monthly performance so far this year, gained 2.1% in July on […]
Sustainable Portfolios Performance Summary: April 2017
Late Month Rally Helps Stocks Achieve 1.03% Gain; Bonds Add 0.77% A rally late in the month helped stocks achieve a gain of 1.03%, the third best monthly result since the start of the year and an improvement relative to the previous month’s 0.12% increase. The upward change pushed year-to-date results for the S&P 500 […]
Sustainable Portfolios Performance Summary: June 2017
Stock Markets Register Best First Half Year Gains Since 2009 While slowing down in June, collectively, global stock markets registered their best first half year gains since 2009 as twenty-six of the world’s top 30-stock market indexes recorded gains. Strengthening corporate earnings, improving economies and continued support from central banks contributed to the strong year-to-date […]