Sustain Indices in April 2020: Bond Funds Rocked while Equity Funds Lagged
The Bottom Line: Markets rebound in April, as stocks and bonds move sharply higher. Sustainable bond funds outperform but equity funds lag their conventional benchmarks. Markets rebound in April as stocks and bonds move sharply higher Optimism fueled by bullish sentiments regarding the COVID-19 medical recovery combined with massive Federal Reserve Bank guarantees of unlimited […]
Performance of Sustainable Funds During Recent Market Rout–Proceed with Caution
The Bottom Line: It’s premature to boast about the outperformance of sustainable mutual funds and ETFs based on the February to March 2020 market rout. Introduction and Conclusion: It’s premature to boasting about the outperformance of sustainable funds during the recent market rout In the last several weeks, a number of articles, asset management company […]
Sustainable Investment Funds Performance Scorecard: March 2020
The Bottom Line: Sustainable MFs and ETFS posted average return of -11.94% in March; 52 of 60 top and bottom performers employ ESG integration strategy. Summary The month of March has been one of the most volatile in stock market history, as the world-wide corona virus pandemic produced a simultaneous health crisis, financial crisis and […]
SUSTAIN Equity and Bond Fund Indices Performance: March 2020
The Bottom Line: Stocks and many bonds retreat in one of the most volatile months in stock market history. SUSTAIN equity indices beat their conventional benchmarks. Stocks and many bond segments retreat in one of the most volatile months in stock market history The month of March has been one of the most volatile in stock […]
Active Management of Sustainable Funds vs. 2019 SPIVA Scorecard
The Bottom Line: Actively managed US funds posted excellent absolute returns in 2019 but lagged behind indices again while sustainable funds delivered somewhat better results. Actively managed US Equity and bond funds post excellent absolute returns in 2019 but continue to lag behind indices while sustainable funds delivered better results On April 3, S&P Dow […]
SUSTAIN Equity Indices Led in February 2020 while Bonds Lagged
The Bottom Line: The US stock market in February suffers a sharp decline, bonds gain and sustainable funds across asset classes drop an average -4.25%. Market suffers sharp decline and ends the month of February with a decline of -8.23% The US stock market at the end of February, based on the S&P 500, suffered […]
Sustainable Investment Funds Performance Scorecard: February 2020
The Bottom Line: Sustainable MFs and ETFs posted an average of -4.25% in February; 31 of 60 top and bottom performers employ ESG integration exclusively. February 2020 Sustainable Investment Funds Performance Scorecard Summary The US stock market at the end of February, based on the S&P 500, suffered the second-worst week since 1941 and one […]
Sustainable Fund Indices Post Better than Average Results in January 2020
The Bottom Line: Markets in January posted mixed results ranging from -11.88% to 6.99%. Two SUSTAIN Indices outperformed while the third lagged by 10 bps. Markets in January reversed course and posted mixed results ranging from -11.88% to 6.99% Markets in January reversed course in response to news of the coronavirus outbreak in the third […]