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.
The Bottom Line: New sustainable ETFs are thematic, equity-oriented, actively and passively managed, each emphasizing direct or indirect environmental considerations, subject to higher expense ratios.
The Bottom Line: The funds lack an established track record, are generally offered at higher expense ratios and their sustainable investing strategies¹ are not unique.
The Bottom Line: Engine No. 1 launched an exchange traded fund focused on proxy voting strategies but passively managed securities will not be ESG qualified.
The Bottom Line: A new ETF registration in April by Alpha Architect seeks to combine two hot themes, cyber and ESG, in a concentrated portfolio.
The Bottom Line: Sustainable municipal ETFs, a small investment category, reached over $1.0 billion in October having expanded by $262.9 million over the trailing three-months.