Sustainable ultra-short bond funds
The Bottom Line: Sustainable ultra-short bond funds can serve to offset the expected lower income from money funds by offering a modestly higher yielding alternative.
Research and analysis to keep sustainable investors up to-date on a broad range of topics that include trends and developments in sustainable investing and sustainable finance, regulatory updates, performance results and considerations, investing through index funds and actively managed portfolios, asset allocation updates, expenses, ESG ratings and data, company and product news, green, social and sustainable bonds, green bond funds as well as reporting and disclosure practices, to name just a few.
A continuously updated Funds Directory is also available to investors. This is intended to become a comprehensive listing of sustainable mutual funds, ETFs and other investment products along with a description of their sustainable investing approaches as set out in fund prospectuses and related regulatory filings.
Chart of the Week – December 16, 2024: New focused sustainable fund listings
The Bottom Line: The drought affecting new focused sustainable mutual fund and ETF listings, which started after May of last year, continued into November 2024. Notes of explanation: Mutual fund new listings refer to new funds, excluding new share classes.
Chart of the Week – December 9, 2024: November 2024 leaders and October’s laggards Copy Copy
The Bottom Line: Three of October’s concentrated thematic laggards morph into some of November’s best performing funds, with total returns ranging from 13.3% to 24.2%.
The Bottom Line: 18 fund management firms, or 11% of firms with focused sustainable funds withdrew from offering sustainable funds since the start of 2024. Notes of explanation: The number of fund firm exits excludes fund firms that were acquired, merged or consolidated with other firm
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.
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.
The Bottom Line: Six qualifying funds available for investors seeking a sustainable large-cap blended index mutual fund or ETF investment option to serve as an anchor position in a sustainable investment portfolio.
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