Outperforming large actively managed sustainable US equity funds
The Bottom Line: The largest actively managed sustainable equity funds are outperforming their designated securities market indices in 50% or more of three time periods. 0:00 / 0:00 Listen to this article now Observations: By one measure, the largest actively managed sustainable US equity funds are outperforming their designated and appropriate benchmarks at levels that […]
Actively managed funds continue to dominate January 2023 sustainable fund listings
The Bottom Line: The trend of launching actively managed ETFs continues into 2023 through January, subject to higher expense ratios and challenging record of underperformance. 0:00 / 0:00 Listen to this article now Mutual funds/share classes and ETFs launched in January 2023 Fund Firm Mutual Fund/ETF AUM (M)* Expense Ratio (%) Sustainable Investing Approach (Summary) […]
At least 165 firms offer sustainable mutual funds and ETFs
The Bottom Line: Sustainable investors can choose from an increasing number of sustainable mutual funds/share classes and ETFs that are now offered by 165 firms. 0:00 / 0:00 Listen to this article now Ten largest management firms offering sustainable mutual funds and ETFsNotes of Explanation: Where applicable, assets of affiliated firms are consolidated. Assets as […]
Legal action against DOL ESG rules and their potential impacts on DC plans
The Bottom Line: Legal action against DOL rules governing climate change and other ESG factors could slow near-term adoption but not affect their long-term uptake. 0:00 / 0:00 Listen to this article now Socially responsible funds offered and used, per Vanguard qualified plans 2022 surveyNotes of Explanation: Includes the offering and use of equity funds […]
On the 30th anniversary of ETFs, sustainable funds account for 1.4% share
The Bottom Line: On the 30th anniversary of ETFs, sustainable ETFs make up 1.4% of net assets but have the potential for continued rapid growth. 0:00 / 0:00 Listen to this article now Conventional ETFs versus sustainable ETFs: AUM and number of funds as of 12/31/2022Sources: Sources: AUM and number of funds: Morningstar Direct; sustainable […]
13 sustainable funds post positive returns in 2022
The Bottom Line: Only 13 sustainable funds (42 funds/share classes) posted positive rates of return for calendar 2022, led by energy transition thematic equity funds. 0:00 / 0:00 Listen to this article now Top 10 performing sustainable funds (mutual funds and ETFs) in 2022 Sources: Notes of Explanation: # Fund repositioned as of July 29, […]
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 […]