Chart of the Week – September 16, 2024: Sustainability still valued
The Bottom Line: While prioritization of sustainability shifted, sustainability remains important according to Bain & Company research findings that may be extrapolated to sustainable investing. Notes of explanation: Source: Bain & Company. Surveys based on separate CEO surveys conducted by IBM, Gartner, PwC, KPMG and Bain Analysis. Observations: A just released Bain & Company research […]
Chart of the Week – September 9, 2024: Top performing funds in August
The Bottom Line: Top 10 performing funds in August were led by real estate funds that could further benefit from lower interest rates and inflation. Notes of explanation: Funds arrayed in order of August 2024 total return performance results. PPGIM Jennison Beter Future ETF and Impax Global Social Leaders Institutional Fund were launched within the […]
Chart of the Week – September 2, 2024: Sustainable funds’ turnover ratios
The Bottom Line: Turnover ratios for focused sustainable funds, recently averaged 70.8%, can vary considerably and helps investors make more informed decisions about their investments. Notes of explanation: Notes of explanation: Turnover ratios over twelve-month intervals and are expressed in percentage terms as of July 31, 2024. Sources: Morningstar Direct and Sustainable Research and Analysis […]
Chart of the Week – August 26, 2024: Focused sustainable fund assets modest Y-T-D gains
The Bottom Line: Sustainable equity investment funds experienced a modest increase in assets Y-T-D due to market, but no run of inflows to bond funds. Notes of explanation: Notes of explanation: Source: Other includes Money Market, Miscellaneous and Commodities funds categories. Morningstar Direct and Sustainable Research and Analysis LLC. Observations: Focused sustainable assets under management attributable […]
Chart of the Week – August 19, 2024: ETF features uniquely relevant for sustainable investors
The Bottom Line: Transparency, measurement and reporting, as well as proxy voting preferences are index tracking ETF features that are uniquely relevant for sustainable investors. Notes of explanation: Source: State Street Global Advisors ETF Impact Report 2024-2025 The Next Wave of Innovation. Responses were provided to the following questions: Which of the following do you […]
Chart of the Week – August 12, 2024: Sustainable index tracking ETFs with the lowest expense ratios
The Bottom Line: The lowest expense ratio index tracking sustainable ETFs largely pursue an ESG screening strategy with exclusions, followed by funds with climate-oriented objectives. Notes of explanation: Sources: Morningstar Direct, fund prospectuses and Sustainable Research and Analysis LLC. Observations: • Passively managed sustainable ETFs with the lowest expense ratios largely consist of equity-oriented funds […]
Chart of the Week – August 5, 2024: Green bond funds should benefit from lower rates
The Bottom Line: A declining rate environment should continue to favor conventional and sustainable bond funds, including green bond funds, especially with longer weighted maturities. Notes of explanation: Funds listed in order of portfolio weighted average maturities (WAM), as of June 30, 2024. Carbon Collective Short Duration Green Bond ETF WAM is not available; […]
Chart of the Week – July 29, 2024: Small-cap sustainable funds revisited
The Bottom Line: A limited number of focused sustainable small-cap blended funds is available to investors in pursuit of exposure to the recent market rotation. Notes of explanation: Notes of explanation: Funds arrayed using a ranking scale that runs from A (highest ranking) to D (lowest ranking) based on a screening and evaluation methodology […]