Sustainable Funds Monitor: December 2019
The Sustainable Funds Monitor provides a timely monthly snapshot of trends and developments affecting the sustainable investing market segment as seen through the lens of mutual funds and ETFs. The Monitor tracks total net assets, fund flows, fund re-brandings, new fund firms, new fund launches and Fund closures. DECEMBER HIGHLIGHT: Assets reach new all-time high […]
Sustainable Funds Cash Flows Summary: November 2019
Assets attributable to sustainable funds gain $114.5 billion in net assets, or 8.1% month-over-month to end November and head into year-end 2019 at another new high of $1.5 trillion Sustainable investment funds, including mutual funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs) across all assets classes, reached $1.53 trillion in assets under management at the […]
ESG Funds Draw SEC Scrutiny
Introduction and Summary According to an article entitled “ESG Funds Draw SEC Scrutiny” that appeared in the Wall Street Journal on December 16, 2019, regulators at the U.S. Securities and Exchange Commission (SEC) are scrutinizing some investment management firms that market themselves on the basis of socially responsible considerations or the adoption of strategies involving […]
Sustainable Funds Securities Holdings Report: Top Stocks of Largest Foreign Equity Funds
Introduction/Summary A review and analysis of the top 10 stocks held by the largest actively managed sustainable investment foreign mutual funds based on holdings as of September 30, 2019, all members of the Sustainable (SUSTAIN) Foreign Equity Fund Index and benchmarked against the MSCI ACWI ex USA Index consisting of stocks issued by large or […]
Sustainable Funds Cash Flows Summary: October 2019
Assets attributable to sustainable funds reach $1.4 trillion in October, expanding by 24% since September as mutual fund re-brandings continue to gain momentum Sustainable investment funds(1), including mutual funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs) reached $1.4 trillion in assets under management at the end of October 2019, adding $273.8 billion since September or […]
Sustainable Funds Securities Holdings Report: Top Stocks of Largest Large Cap Equity Funds
Introduction A review and analysis of the top 10 stocks held by the largest actively managed sustainable investing funds as of September 30 or August 31, 2019, all members of the Sustainable (SUSTAIN) Large Cap Equity Fund Index, reflects higher levels of concentration, some consistency as well as variations in sectors and holdings relative to […]
Confusion between Sustainable Investing and ESG integration Revisited
Recent article continues to sow and perpetuate confusion between varying strategies and approaches that make up the sustainable investing landscape An article in the Financial Times dated October 15, 2019 entitled “ESG Hardliners Blacklist $16 trillion U.S. Treasuries Market” by Alice Gledhill is the latest in a string of many that continues to sow and […]
Sustainable Investment Funds Assets Under Management Pass $1 Trillion
Assets attributable to sustainable funds exceed $1 trillion for first time as JPMorgan transforms sustainable investing landscape Sustainable investment funds[1], including mutual funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs), exceeded $1 trillion in assets under management for the first time in September, registering a gain of $372.4 billion, or an increase of 48.2%. Refer […]