2020 Review: Sustainable ETFs and ETNs
The Bottom Line: Sustainable ETFs/ETNs in 2020 experienced significant growth and ended the year at $93.1 billion across 154 funds. The ESG Integration-Mixed approach dominates. Sustainable ETFs in 2020 experienced significant growth and ended the year at $93.1 billion in assets Sustainable ETFs[1], dominated by funds that pursue an ESG Integration-Mixed[2] approach to sustainable investing, […]
Limited number of ETF re-brandings vs. mutual funds
The Bottom Line: iShares ESG Advanced HY Corporate ETF only 4th re-branded index fund in last 12-months during interval when just 12 ETFs were repurposed. [ihc-hide-content ihc_mb_type=”block” ihc_mb_who=”reg” ihc_mb_template=”4″ ] The Bottom Line: iShares ESG Advanced HY
Sustainable Funds Monitor: September 2020
The Bottom Line: After twelve consecutive monthly increases in AUM, sustainable funds and ETFs took a breather to end Q3 with $2,814.5 billion in assets.
Sustainable Funds Monitor: August 2020
The Bottom Line: Sustainable mutual funds and ETFs ended August at $2,856.9 billion and are on a trajectory to exceed $3 trillion within several months.
Sustainable Funds Monitor: July 2020
The Bottom Line: Sustainable mutual funds and ETFs regained momentum in July, adding $153.2 billion and recording an 11th monthly consecutive high of $2,752.4 billion.
Sustainable funds surpass 10% of fund industry assets for first time
The Bottom Line: Assets of sustainable mutual funds and ETFs surpass 10% of fund industry assets for the first time as of June 30, 2020.[ihc-hide-content ihc_mb_type=”block” ihc_mb_who=”reg” ihc_mb_template=”4″ ]
First time firms entering sustainable investing continue to expand
The Bottom Line: 25 new firms in the first half of 2020 add sustainable investment products, now up to 182 firms. More expected to follow. [ihc-hide-content ihc_mb_type=”block” ihc_mb_who=”reg” ihc_mb_template=”4″ ]
Sustainable Funds Monitor-June 2020
The Bottom Line: Sustainable mutual funds and ETFs took a breather in June, adding just $23.4 billion but reaching another new high of $2,599.2 billion.