Sustainable Investing Monitor-November 2023
The Bottom Line: Sustainable fund assets declined by $9.3 billion in October, relative ESG performance was positive, but fund launches and sustainable bond issuances lagged. Sources: Morningstar Direct, Bloomberg, MSCI and Sustainable Research and Analysis.
Sustainable Investing Monitor-October 2023
The Bottom Line: Assets attributable to sustainable mutual funds and ETFs declined to $315.6 billion in September, during which time performance and fund launches lagged. Sources: Morningstar Direct, Bloomberg, MSCI and Sustainable Research and Analysis
Labeling the Politics of ESG Funds
The Bottom Line: Critics of ESG investing exhibit a lack of knowledge and awareness of key features of sustainable investing specifically related to ESG integration. Introduction Increasingly, criticism of ESG investing has taken on a political tilt. These arguments often identify ESG funds as a means of ‘state control of the economy and of society’. […]
Sustainable Investing Monitor-August 2023
The Bottom Line: Relative performance results lagged again this month, as did fund formations and quarterly sustainable bond issuances, but sustainable mutual funds gained assets. Sources: Morningstar Direct, Bloomberg and Sustainable Research and Analysis
A Giant Grid Bottleneck Is Threatening Climate Goals
In the US, China and Europe, wind and solar power installations are being announced at an unprecedented pace. But many are getting caught in what’s becoming known as the grid bottleneck. Meeting net zero climate goals will require making electrical grids far bigger and more resilient than they are now, but red tape and local […]
Inaugural standards issued by International Sustainability Standards Board (ISSB)
The Bottom Line: ISSB reporting standards covering sustainability-related risks and opportunities companies face over varying time intervals have the potential to achieve widespread adoption worldwide. International Sustainability Standards Board (ISSB), a unit of the International Financial Reporting Standards (IFRS), this week issued its inaugural reporting standards Following an intensive eighteen-month effort, the International Sustainability Standards […]
Sustainable mutual funds post an average decline of 1.05% in May 2023
The Bottom Line: Technology heavy and growth-oriented sustainable mutual funds and ETFs registered strong performance results in May and extended their wide performance lead year-to-date. US stocks posted a narrow increase in May, adding 0.43%, while bonds dropped 1.09% US stocks posted a narrow increase in May, adding 0.43% according to the S&P 500 Index […]
Green bond funds held steady in 2022
The Bottom Line: Green bond funds held steady in 2022 and are expected to benefit from moderating conditions and increased sustainable bonds issuance in 2023. December Summary Investors didn’t abandon green bond funds in 2022 even in the light of posting an average decline of 13.5%, excluding the Franklin Municipal Green Bond Fund (FLMB), versus […]