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 […]
Introducing the Sustainable Large Cap Equity Fund Index
SUSTAIN Large Cap Equity Fund Index Description The index is designed to track the total return financial performance of actively managed sustainable mutual funds investing in large cap domestic stocks and provide a basis for comparison to other similarly managed funds and various securities market indexes. Initiated as of June 30, 2017 with data back to […]
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 […]
Sustainable Portfolios Performance Summary: February 2017
New Equity Market Highs Reached in February; Fixed Income Gains Too Even as political uncertainties continued to make headlines, equity markets achieved record highs across the globe during the month of February. Strong corporate earnings in the US and a weaker Euro combined with higher commodity prices that foreshadowed positive earnings growth for European companies […]