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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]