November commentary: Green bond funds
The Bottom Line: Green bond funds added $60.7 million in November while green bond issuance flagged as COP 26 concluded and Y-T-D volume reached record. Summary Green bond funds added $60.7 million in November, recovering from sluggish gains over the last two months, and ending the last month of the year at almost $1.5 billion […]
FSOC report addresses financial risks due to climate change
The bottom line: FSOC report acknowledges threat of climate change to financial stability and promulgates recommendations that should be beneficial to asset owners and investors. FSOC report issued last week, which recognizes the emerging threat of climate change, sets out specific recommendations on risk measurement, quantification and disclosures On October 21st the Financial Stability Oversight […]
September commentary: Green bond funds
The Bottom Line: Green investment funds gained only $7.5 million while green bonds scored big by adding $72.3 billion and pushing volume to $349.5 billion. Summary Assets of seven green funds, including five mutual funds and two ETFs, gained a modest $7.5 million, or 1%, in September, to end the month at $1.43 billion in […]
24 sustainable funds launched in September
The Bottom Line: Sustainable investing practices of new fund launches are increasingly broader and more varied while outcomes are likely more difficult to tease out. 24 sustainable funds, including mutual funds and ETFs launched in September 24 new sustainable investment funds, mutual funds and ETFs, including one ETN, were launched in September¹, adding $718.4 million […]
Seven new sustainable funds added in August
Bottom Line: Investors gained five thematic funds with a key focus on the environment and decarbonization, but other more seasoned lower cost options are available. Summary and observations Seven new sustainable investment funds¹, including five actively managed ETFs and two mutual funds were launched in August and at least 29 new sustainable ETFs as well […]
August commentary: Green bond funds
The Bottom Line: Green investment funds continue to gain assets and also potentially two new green bond ETF entrants that will add to investor choices. Summary Green bond mutual funds and ETFs gained $53.2 million in net assets to end the month of August at $1,418.8 million–the highest level for this themed fund segment since […]
DWS Group being investigated for its sustainable investing management practices
The Bottom Line: DWS is under investigation by various regulatory bodies regarding its ESG investing practices but investors in various ESG funds should exercise restraint. DWS Group is under investigation by the Securities and Exchange Commission (SEC), federal prosecutors and BaFin regarding its ESG investing practices but investors in various ESG funds should exercise restraint […]
ETF expense ratios for sustainable index funds are on the rise
The Bottom Line: With index tracking sustainable ETF expense ratios rising, investors should closely scrutinize fund expenses and seek alternative lower cost funds if possible. Introduction and summary Expense ratios applicable to passively managed sustainable ETFs launched this year have been on the rise. Based on data applicable to 33 new sustainable ETFs listed this […]