DOL issues proposal to address ESG investment issues in retirement plans
The Bottom Line: DOL issues proposal to address ESG investment issues in retirement plans that reflects some superficial conclusions and fundamental misunderstanding regarding ESG investing. Department of Labor issues proposal to address ESG investment issues in retirement plans In a new proposal with a 30-day comment period issued by the Department of Labor (DOL) on […]
Sustainable funds cash flows summary: May 2020
The Bottom Line: Sustainable mutual funds and ETFs achieve a ninth consecutive monthly gain to reach new high of almost $2.6 trillion at May 2020. Sustainable mutual fund and ETF assets reached a new high of almost $2.6 trillion at the end of May Continuing a streak of nine consecutive monthly gains, sustainable mutual funds […]
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. [ihc-hide-content ihc_mb_type=”show” ihc_mb_who=”reg” ihc_mb_template=”4″ ]
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. [ihc-hide-content ihc_mb_type=”show” ihc_mb_who=”reg” ihc_mb_template=”4″ ]
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