Chart of the Week – September 30, 2024: High yield sustainable bond funds
The Bottom Line: Sustainable high yield bonds funds have been a rewarding option for investors over the last twelve months on a risk adjusted basis. Notes of explanation: Taxable bond funds exclude municipal bond funds. Returns are to August 31, 2024. Average performance listed in order of 12-month returns to August 31, 2024. Sources Morningstar […]
Chart of the Week – September 23, 2024: Sustainable funds cash allocation
The Bottom Line: Actively managed sustainable US equity and international mutual funds and ETFs had been increasing their cash allocations during the last 18 months. Notes of explanation: All funds exclude money market mutual funds but include passively managed funds. Sustainable actively managed US equity and international mutual funds and ETFs, based on Morningstar classifications, […]
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 […]