Sustainable funds performance scorecard: August 2020
The Bottom Line: Thematic ETF equity index funds focused on clean energy, low carbon energy and alternative energy posted the best performance results in August. Summary Fueled by government stimulus, Federal Reserve liquidity and near zero interest rates, signs of an economic rebound and hopes for a coronavirus vaccine, the S&P 500 registered a strong […]
Sustainable micro-cap funds post strong 12-month performance results
The Bottom Line: At just three funds, sustainable micro-cap funds are small in number but actively managed growth funds post strong 12-month performance results. [ihc-hide-content ihc_mb_type=”block” ihc_mb_who=”reg” ihc_mb_template=”-1″ ] [/ihc-hide-content][ihc-hide-content ihc_mb_type=”block” ihc_mb_who=”” ihc_mb_template=”4″ ][/ihc-hide-content]
Sustainable foreign equity and bond funds outperform in August 2020
The Bottom Line: Two of three Sustainable (SUSTAIN) fund indices outperformed conventional benchmarks by 44 bps and 30 bps; third index trailed by 50 bps. Strong August equity results not shared by performance of fixed income Large cap US stocks registered a strong 7.2% gain in August, posting their best monthly return since April […]
Performance of sustainable bond funds lagged during crucial February-to-March interval
The Bottom Line: Lagging performance of sustainable intermediate investment-grade funds during crucial February-to-March interval requires additional analysis of similarly managed funds over several market cycles. [ihc-hide-content ihc_mb_type=”block” ihc_mb_who=”reg” ihc_mb_template=”4″ ] [/ihc-hide-content]
The reconstitution of DJIA as of August 31st elevates the benchmark’s overall ESG score
The Bottom Line: The reconstitution of the Dow Jones Industrial Average effective as of the start on August 31st elevates the benchmark’s overall ESG score. [ihc-hide-content ihc_mb_type=”block” ihc_mb_who=”reg” ihc_mb_template=”4″ ] [/ihc-hide-content]
Sustainable Funds Performance Scorecard: July 2020
The Bottom Line: Thematic environmental and alternative energy funds led the performance pack in July 2020 while Japan-focused ESG Integration funds brought up the rear. 10 Top Performing Funds—July 2020 The top 10 performing sustainable mutual funds/share classes and ETFs[1] registered an average 13.6% gain in July, beating the average sustainable fund results by a […]
Sustainable large cap funds retain edge as S&P 500 sets new high
The Bottom Line: Sustainable large cap equity funds retain a slight year-to-date edge as the S&P 500 records a new all-time high on Augst 18th.[ihc-hide-content ihc_mb_type=”block” ihc_mb_who=”reg” ihc_mb_template=”4″ ] [/ihc-hide-content]
SUSTAIN US equity and bond fund indices excelled in July 2020
The Bottom Line: Two of three Sustainable (SUSTAIN) fund indices outperformed conventional benchmarks by 36 bps and 32 bps; third index trailed by 125 bps. Stock and bond prices rose in July: S&P 500 gained 5.6% while the Bloomberg Barclays US Aggregate Index added 1.5% Stock prices rose in July as investors seemed to exhibit […]