Vision Report: Performance of Sustainable Indices and Mutual Funds
The Bottom Line: Recent studies of equity indices and mutual funds support findings that equity investors don’t have to give up returns to invest sustainably. [ihc-hide-content ihc_mb_type=”block” ihc_mb_who=”reg” ihc_mb_template=”4″ ] [/ihc-hide-content]
Sustainable Funds Performance Scorecard: April 2020
The Bottom Line: 49 of 60 top and bottom sustainable fund performers in April integrate ESG, including 11 funds that may account for ESG factors. Summary Optimism fueled by bullish sentiments regarding the COVID-19 medical recovery combined with massive Federal Reserve Bank guarantees of unlimited liquidity and rapid federal government fiscal stimulus measures in the […]
Sustainable Investing Strategies of Top Performing Bond Funds-April 2020
The Bottom Line: Nine of the top 10 performing bond funds in April 2020 integrate ESG either exclusively or in combination with supplemental investing approaches.[ihc-hide-content ihc_mb_type=”block” ihc_mb_who=”reg” ihc_mb_template=”4″ ] [/ihc-hide-content]
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 […]