Sustainable Investment Funds Related Events: April 2020
The Bottom Line: Sixteen events of note were identified for the month of April 2020, including eight, or 50%, involving newly introduced sustainable fund products. Events Summary Sixteen events were identified in April 2020 including the following: Eight firms launched new funds; 3 of these were US-based and 5 were non-US based. The remaining eight […]
Sustainable (SUSTAIN) Equity and Bond Fund Indexes Explained
Sustainable (SUSTAIN) Large Cap Equity Fund Index Explained The index, which was initiated as of June 30, 2017 with data back to December 31, 2016, tracks the total return performance of the ten largest actively managed large cap domestic equity mutual funds that employ a sustainable investing strategy beyond absolute reliance on exclusionary practices for […]
Monthly Sustainable Cash Flows: September 2018
Summary Sustainable funds close September having achieved another high point with $321.9 billion in assets under management, up $11.4 billion of which $10.99 billion, or 96%, is sourced to repurposed funds; in the third quarter, net assets expanded by $36 billion, with 60% attributable to repurposed funds. Sustainable funds registered an average gain of 2.14% […]
Sustainable Investing Opinion Briefs: October 1 – October 15, 2018
Oct. 13, 2018 – An article by Eshe Nelson in Quartz entitled “Why sustainable investing won’t be mainstream for a very long time” posits that new ESG benchmarks are required to facilitate ESG investing and transform this from a side business to mainstream. The author reports that new stock indexes are being created by such […]
Test Article for Questionnaire & Research
Founded as a mining camp during the Colorado Silver Boom and later named “Aspen” because of the abundance of aspen trees in the area, the city boomed during the 1880s, its first decade of existence. The boom ended when the Panic of 1893 led to a collapse in the silver market, and the city began a half-century known as “the quiet years” during […]
Sustainable Investment Funds Review – Assets Under Management Achieved Limited Gains in 2017
During a year when a number of high profile environmental, social and governance (ESG) related events unfolded, sustainable funds[i] assets under management in the US, including mutual funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs) achieved limited gains. Net inflows, including new fund launches, are estimated at $2.9 billion or an increase of 1.5% relative to 2016. While […]
Sustainable Portfolios Performance Summary: December 2017
Summary Stocks recorded new highs throughout the year. The S&P 500 Index posted a full year total return gain of 21.83% while emerging markets delivered an even greater 32.38% gain. Bonds turned in the second best performance in the last five years. Against a goldilocks backdrop, sustainable oriented funds, defined as actively managed mutual funds […]
SUSTAIN Equity Fund Index Loses Momentum in December and Lags S&P 500 for Month and 2017
Summary The SUSTAIN Large Cap Equity Fund Index, which tracks the total return performance of the ten largest actively managed large cap US oriented equity mutual funds that employ a sustainable investing strategy beyond absolute reliance on exclusionary practices, gained 19.18% and delivered strong absolute total return results in 2017. Still, the SUSTAIN Index lagged […]