Chart of the Week – December 23, 2024: Survey on corporate ESG commitments
Chart of the Week – December 16, 2024: New focused sustainable fund listings
Chart of the Week – December 9, 2024: November 2024 leaders and October’s laggards Copy Copy
Chart of the Week – December 2, 2024: Focused sustainable fund firm exits
Chart of the Week – November 18, 2024: Dow Jones Industrial Average reconstitution
The Bottom Line: The recent reconstitution of the Dow Jones Industrial Average (DJIA) with two substitutions leaves the benchmark’s Average ESG risk rating largely unchanged. Notes of explanation: ESG score of 3 =BB or Average, ESG score of 4=BBB or average, ESG Score of 5=A or average, ESG Score of 6=AA or Leader and ESG […]
Chart of the Week – November 11, 2024: Top performing sustainable funds-trailing 12-months
The Bottom Line: The average performance of the top ten performing focused sustainable funds over the trailing twelve months has exceeded the S&P 500 post-election. Notes of explanation: Notes of explanation: Funds listed in order of descending 12-month results. Included in top ten funds are only the top performing share class in the case of […]
Chart of the Week – November 4, 2024: Institutional investors in sustainable mutual funds
The Bottom Line: Institutional investors in focused sustainable mutual funds account for $142.9 billion in assets, or 57% of AUM, and have been more stable. Notes of explanation: Long-term sustainable fund assets exclude money market fund assets. Funds and share classes that pursue explicitly stated environmental or social mandates are estimated at about $100 billion. […]
Chart of the Week – October 21, 2024: Nuclear technologies for sustainable investors?
The Bottom Line: A dilemma for sustainable investors, recently surging nuclear technology companies represent a two-edged opportunity to invest in a source of clean energy. Notes of explanation: Constellation Energy Corp. (CEG), NuScale Power Corp. (SMR), Oklo Inc (OKLO), and S&P 500 SPY ETF. Sources: Yahoo Finance and Sustainable Research and Analysis LLC. Observations: • […]