Vision Report: Transparency and disclosure hamper growth of sustainable index ETFs but further expansion expected
The Bottom Line: Transparency and disclosure hamper growth of sustainable index ETFs but further expansion is still expected from the current level of $48.3 billion.
Sustainable Funds Monitor: May 2020
The Bottom Line: Sustainable mutual funds and ETFs continue their streak of nine consecutive monthly gains, reaching $2.6 trillion of assets under management in May.
Sustainable Funds Cash Flows Summary: April 2020
The Bottom Line: Sustainable fund assets reached a new high in April 2020 at almost $2.5 trillion, boosted largely by market movement and fund re-brandings. Sustainable mutual fund and ETF assets reached a new high of almost $2.5 trillion at the end of April Stocks and bonds moved sharply higher in April, with the S&P […]
Sustainable Funds and ETFs Account for 9.5% of Industry Assets
The Bottom Line: Sustainable mutual funds and ETFs represent 9.5% of conventional fund industry assets as of March 31, 2020, up from 1.85% in 2018.
SEC Investor Advisory Committee Recommends Updating ESG Reporting
The Bottom Line: Contemplated for close to 50 years, SEC Investor Advisory Committee recommends updating reporting requirements of issuers to include material, decision-useful ESG factors. Recommendation to update reporting requirements to include material, decision-useful ESG factors supported by five reasons is greeted with some degree of skepticism At the May 21, 2020 Investor Advisory Committee […]
Rapid Growth in ESG Funds Calls for Adoption of Standards
The Bottom Line: In this the second of two papers, three key standard setting recommendations are made for further consideration and debate. Download Research Reports. Download ESG fuND STANDARDS
Sustainable Funds Monitor: April 2020
The Bottom Line: Sustainable mutual funds and ETFs reach another all-time high at the end of April with almost $2.5 trillion in assets under management.
Response to SEC Request for Comment on Fund Names
The Bottom Line: Response to SEC’s RFC on Fund Names to such terms and “ESG” or “Sustainable” proposes for consideration a potential fund classification framework. Summary This comment note was submitted on May 5, 2020 in response to the SEC’s Request for Comment (Release Nos. IC-33809; File No. S7-04-20) on Fund Names, in particular as […]