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 […]
What are Publicly Listed Asset Managers Saying about Sustainable Investing During 2020 Earnings Calls?
The Bottom Line: “ESG is just an absolute necessity for any investment organization to be deeply engaged in,” according to Marty Flanagan, CEO, Invesco Ltd. What asset management companies are saying about sustainable (and ESG) investing? Based on publicly listed asset management company 1Q/2Q 2020 earnings calls/earnings announcement comments and Q&As. Coverage across large-to-small cap […]
Sustainable Funds Cash Flows Summary-March 2020
The Bottom Line: In one of the most volatile months in stock market history, the assets of sustainable funds broke through the $2 trillion level. Sustainable mutual fund and ETF assets exceed $2 trillion for first time at the end of March The month of March has been one of the most volatile in stock […]
Sustainable Funds Reporting Round Up: April 2020
The Bottom Line: Recent sustainable fund annual or semi-annual report filings that disclose performance results and offer commentary on sustainable investment strategies, decisions and outcomes. Note of Explanation: The commentary appearing in this document represents excerpts taken from selected semi-annual and annual reports recently published by sustainable mutual funds and exchange-traded funds (ETFs). The intention […]
Sustainable Funds Monitor: March 2020
The Bottom Line: During one of the most volatile months in stock market history, sustainable funds assets in March 2020 pierced the $2 trillion level. […]
Expense Ratio Analysis: Sustainable Equity and Fixed Income Index Tracking ETFs
The Bottom Line: Conventional passively managed equity and fixed income ETFs are subject to lower expense ratios but attractively priced sustainable ETFs are still available. The first in a series of updated articles focused on the expense ratios of sustainable mutual funds and ETFs: Index-tracking equity and fixed income ETFs This is the first in […]
Sustainable Funds Cash Flows Summary: February 2020
The Bottom Line: Coronavirus crisis introduces profound challenges that will reverse for a time asset gains by sustainable funds that ended February at $1.87 trillion. A severe market downturn that started at the end of February didn’t prevent the achievement of another new all-time high for sustainable fund assets that gained $4.8 billion The coronavirus […]