SEC plans to finalize four sustainable investing and disclosure rules in 2023
The Bottom Line: The SEC will finalize rules in 2023 covering corporate climate disclosures, executive compensation proxy voting, sustainable fund classifications and fund naming conventions. SEC sustainable investing and corporate disclosure rulemaking agenda for 2023 0:00 / 0:00 Listen to this article now Sources: SEC; Sustainable Research and Analysis LLC. Observations: On January 4, 2023, […]
Sustainable mutual fund and ETF launches in 2022
The Bottom Line: Launches of sustainable mutual funds and ETFs in 2022 were dominated by actively managed portfolios investing in equities subject to higher expenses. 0:00 / 0:00 Listen to this article now Sustainable mutual funds and ETFs new listings: 2022Notes of Explanation: A total of 53 ETFs were launched in 2022 and 41 mutual […]
Sustainable bond funds post significant drops in 2022 but 2023 is expected to be brighter
The Bottom Line: Sustainable actively managed bond mutual funds and ETFs suffered a significant drop in 2022 but 2023 is projected to be much brighter. 0:00 / 0:00 Listen to this article now Performance of selected sustainable actively managed fixed income funds: Y-T-D and 12-MNotes of Explanation: Average Y-T-D and trailing 12-month total returns to […]
US large cap actively managed sustainable mutual funds likely to underperform in calendar year 2022
The Bottom Line: US large cap actively managed sustainable mutual funds are likely to underperform their conventional actively managed mutual fund counterparts in calendar 2022. 0:00 / 0:00 US large cap actively managed mutual funds: Allocation to value, blend and growth style factorsNotes of Explanation: Value, blend and growth styles apply to large cap stocks. […]
Economist article slams US sustainable funds: What are the facts?
The Bottom Line: According to the Economist magazine, dubious green funds are rampant in America but the article is misadvised regarding the sustainable funds market. 0:00 / 0:00 Growth in sustainable mutual funds and ETFs by assets: Dec 2019 – November 30, 2022Notes of Explanation: Data source: Morningstar Direct. Research by Sustainable Research and Analysis. […]
Actively managed sustainable ETFs dominate new launches in 2022
The Bottom Line: More active versus passively managed sustainable ETFs will be launched in 2022, but costs are higher and they are likely to underperform. 0:00 / 0:00 Number of active vs. passive sustainable ETF launches: January 1 – November 30, 2022 Notes of Explanation: Data source: Morningstar Direct. Research by Sustainable Research and […]
Are emerging market debt funds poised for a turnaround?
The Bottom Line: Sustainable and conventional emerging market debt funds are turning in one of the worst years on record, but conditions may be improving. 0:00 / 0:00 Performance (TR) of sustainable emerging market debt funds: 12-M to October 31, 2022Notes of Explanation: BlackRock rebranded its two funds at the end of 2021. Templeton Sustainable […]
Who’s sustainable (ESG) opinion is it, anyway?
The Bottom Line: To ensure alignment with sustainable investing preferences, index fund investors should delve into the methodology used by index providers to construct benchmarks. 0:00 / 0:00 Leading providers of sustainable (ESG) securities market indices used in index funds Observations: Total US sustainable mutual fund and ETF assets under management as of October 31, […]