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… Continue reading about Sustainable Funds Cash Flows Summary: February 2020
SEC Issues Request for Comment on ESG Fund Names
The Bottom Line: The SEC issued a request for comment on ESG in fund names but efforts to standardize sustainable investing terminology should come first. SEC’s Request for Comment on Fund Names should be preceded by an effort to define and standardize sustainable investing terminology In early March the SEC issued a Request for Comment… Continue reading about SEC Issues Request for Comment on ESG Fund Names
Bond Fund Intelligence Interview- March 2020
The Bottom Line: Henry Shilling interview by Bond Fund Intelligence’s Peter Crane on the growing trend of ESG in bond funds and fixed income investing. Download
Sustainable Funds Monitor: February 2020
The Bottom Line: Notwithstanding a severe market downturn at the end of February, sustainable MFs and ETFs added $4.8 billion to end at $1.871 trillion. 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… Continue reading about Sustainable Funds Monitor: February 2020
Sustainable Funds Cash Flows Summary: January 2020
The Bottom Line: Assets attributable to sustainable funds gained $255.1 billion, 16% month-over-month increase, to end January 2020 with $1.87 trillion in assets—another new high. Another new high: Assets attributable to sustainable funds gained $255.1 billion, or 16% month-over-month to end January 2020 with $1.87 trillion in net assets Net assets of sustainable mutual funds… Continue reading about Sustainable Funds Cash Flows Summary: January 2020
Sustainable Funds Monitor: January 2020
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. JANUARY HIGHLIGHT: Assets reach new all-time high… Continue reading about Sustainable Funds Monitor: January 2020
Recent M&A Transactions Involving Sustainable Asset Management Firms
The Bottom Line: Acquisitions like fund re-brandings allow acquiring firms to rapidly enter a market segment deemed attractive with an established brand and track record. Introduction and Summary: Sustainable asset management firm acquisitions like fund re-brandings offer acquiring firms various advantages Trillium Asset Management announced on January 30, 2020 that it agreed to be acquired… Continue reading about Recent M&A Transactions Involving Sustainable Asset Management Firms
BlackRock’s Client Letter Raises Bar on Disclosures
BlackRock, in letter to clients, commits to greater transparency and disclosure that could, in turn, raise the bar for sustainable investment fund disclosures generally and stimulate the development of industry-wide definitions and standards Sustainable investing(1) may be reaching a critical juncture. Assets in mutual funds and ETFs in the US sourced to sustainable investing strategies… Continue reading about BlackRock’s Client Letter Raises Bar on Disclosures