A Decade of Sustainable Funds Investing: 10 Years/10 Charts
Assets of sustainable mutual funds and ETFs close 2019 at $1.6 trillion, up from $113.5 billion ten years ago The total net assets of mutual funds and exchange traded funds (ETF)(1) sourced to sustainable investing approaches expanded dramatically in the last decade, adding almost $1.5 trillion in the last ten years. Assets increased from $113.5… Continue reading about A Decade of Sustainable Funds Investing: 10 Years/10 Charts
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… Continue reading about Sustainable Funds Monitor: December 2019
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… Continue reading about Sustainable Funds Cash Flows Summary: November 2019
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… Continue reading about ESG Funds Draw SEC Scrutiny
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… Continue reading about Sustainable Funds Securities Holdings Report: Top Stocks of Largest Foreign Equity Funds
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… Continue reading about Sustainable Funds Cash Flows Summary: October 2019
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… Continue reading about Sustainable Funds Securities Holdings Report: Top Stocks of Largest Large Cap Equity Funds
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… Continue reading about Confusion between Sustainable Investing and ESG integration Revisited