Sage ESG Intermediate Credit ETF closing in December
The Bottom Line: The announced closing of the $7.9 Sage ESG Intermediate Credit ETF in December illustrates challenges faced by ESG funds to gain traction.
Fourth quarter 2020 will set new records for sustainable ETF launches
The Bottom Line: The soon to close fourth quarter 2020 will set new records for sustainable ETF launches with at least 18 new sustainable ETFs.
DFA launches first time actively managed ETFs with more on horizon
The Bottom Line: Dimensional Fund Advisors intends to convert six actively managed sustainable equity mutual funds with $26.1 billion into corresponding ETFs in early 2021. Dimensional Fund Advisors intends to convert six sustainable mutual funds into ETFs in early 2021 Dimensional Fund Advisors (DFA) announced the launch of two Equity ETFs on November 18, 2020. […]
Sustainable funds events and developments: October 2020
The Bottom Line: Sustainable funds related events or developments in October 2020 numbered 33, including two M&A transactions involving Eaton Vance and Truvalue Labs, Inc. October 2020 Events Summary During October 2020 we identified 33 sustainable fund related events or developments. These include the following: 18 events involved the launch of new US and non […]
Top robo-advisor platforms offer limited sustainable investing options
The Bottom Line: Five of the top 10 robo-advisor platforms per Barron’s recent rankings offering sustainable investing options but offerings vary by range and scope. Robo-advisor platforms offering sustainable investing options vary by range and scope Robo-advisors, the digital platforms that provide automated algorithm-driven financial planning services with little to no human supervision, have experienced […]
GAMCO to launch actively managed sustainable ETF
The Bottom Line: GAMCO Investors is set to launch its first actively managed sustainable ETF, Love Our Planet & People (LOPP), Gabelli’s second ESG fund.
Sustainable investment funds related events: September 2020
The Bottom Line: 32 events were recorded in September, including 25 new sustainable mutual fund types or ETFs, with 19 non-US-based funds and 6 US. September 2020 Events Summary 32 events were recorded in September 2020. 25 new sustainable mutual fund types or ETFs dominate the events listing, with 19 non-US based funds and six […]
Vanguard launches sustainable corporate bond ETF that relies entirely on exclusions
The Bottom Line: Newest Vanguard sustainable ETF launch, the Vanguard ESG US Corporate Bond ETF, is focused on fixed income and relies entirely on exclusions.