Direct Indexing: An Option for Qualifying Sustainable Passive Investors
The Bottom Line: Direct indexing is an option for qualifying passive investors seeking to customize portfolios to more precisely meet their sustainability values and preferences. An introduction to direct indexing The dislocations in the equity and fixed income markets during the February-March 2020 coronavirus-related market rout brings to mind another potential advantage offered by direct […]
Sustainable Investment Funds Related Events: May 2020
The Bottom Line: Of 23 material events identified in May 2020, eight events or 35% involved the introduction of new funds followed by personnel changes. 23 material events were identified in May 2020 including: Eight events involved newly launched US- and non-US based funds or strategies events. Five of these newly introduced funds were non-US […]
Sustainable Investment Funds Related Events: March 2020
The Bottom Line: Twenty events of note were identified for the month of March 2020, including 12, or 60%, involving newly introduced sustainable fund products. Events Summary Twenty events of note were identified for the month of March 2020*. These are as follows: The majority of these events, 12 in total, involved newly introduced sustainable […]
Sustainable Investment Funds Related Events: February 2020
The Bottom Line: 22 fund related events were identified in February 2020, of which 10, or 45%, involved launches of new sustainable funds or strategies.
On the heels of significant 2019 growth in ETFs, Direxion ETF adds a new twist
The Bottom Line: New Direxion sustainable ETF with added twist adds to significant 13-month growth in sustainable ETFs that reaches $38.3 billion in net assets. Sustainable ETFs reach 115 funds with $33.7 billion in assets at year-end 2019 and $38.3 billion at the end of January 2020 but represent a small 2.1% of sustainable mutual […]
Sustainable Investment Funds Related Events: January 2020
Events Summary 25 events were identified in January 2020#: Ten events involved new funds or the adoption of sustainable investing strategies in the US and overseas. Seven new fund launches were recorded for non-US based products. Three were for U.S.-based funds, including one private fund. Seven events signaled portfolio management process changes. Four events covered […]
Sustainable Investment Funds Related Events: December 2019
Events Summary Twenty-four management company-specific sustainable fund events were identified in December 2019 including: 19 events involved the launch of new funds or strategies in the U.S. or overseas 12 new US-based products, including two new ETF launches 7 non-US based products. One fund was exposed to a public perception or reputational issue. Three events […]
Sustainable Investing Funds Related Events: November 2019
Events Summary Twenty-three US and non-US sustainable fund-related events were identified in November 2019 including: • 14 of these events involved the launch of new funds or strategies in the US and overseas –These included 7 U.S.-based and 7 non-U.S.-based products. –Three involved money market funds, including one Euro money market fund • Three events […]