Sustainable target date funds expand with new J. P. Morgan entry
The Bottom Line: J. P. Morgan’s sustainable target date SmartRetirement Fund expands to four the number and variety of available target date options for investors. J.P. Morgan is latest manager to move into the sustainable target date funds space J.P. Morgan Investment Management is the latest manager to move into the sustainable target date funds […]
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 […]
Six ETFs launched in June 2021, but investors are guided to consider alternatives
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. Investor considerations Newly launched in June 2021, the six new EFTs are still small in size, they lack an established track record and, with the exception of two ETFs, their […]
Sustainable fixed income ETFs: April 2021 Update
The Bottom Line: Sustainable fixed income ETFs outpaced March’s net assets gains but growth slowed. Also, there were no new April launches or SEC filings.
Two hot themes combined in new ETF fund filing: Cyber and ESG
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. Two hot themes combined in new ETF fund filing: Cyber and ESG In addition to four newly launched thematic sustainable ETFs that together added about $1.9 billion in assets during […]
William Blair adopts ESG strategies for equity funds but usage is uncertain
The Bottom Line: William Blair is latest firm to re-brand existing funds by adopting ESG strategies, however, the disclosure may be confusing to fund investors.
Sustainable ETF launches in February continue slow 2021 start
The Bottom Line: Sustainable ETF launches in February continued the slow start to the year but 11 registration statements have been filed for new ETFs.