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ESG in Fixed Income: Crane Bond Fund Symposium, Philadelphia, PA, March 24 -25, 2024

The Bottom Line: At the Crane Bond Fund Symposium last week, five observations and conclusions were offered regarding the current state of sustainable investing in fixed income. 

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The Bottom Line: At the Crane Bond Fund Symposium last week, five observations and conclusions were offered regarding the current state of sustainable investing in fixed income. 

 

Observations/conclusions offered at Crane Bond Fund Symposium

At the Crane Bond Fund Symposium last week, five observations/conclusions were offered regarding the current state of sustainable investing in fixed income.  These are, as follows:

  • Sustainable investing/ESG investing may be experiencing a period of introspection, but rumors of its demise are exaggerated: From ESG to Stewardship?
  • Sustainable bond mutual funds within the sustainable funds universe are underrepresented relative to conventional funds, with room for growth.
  • The segment is concentrated.
  • Performance comparisons relative to conventional funds require careful analysis.
  • Challenges for bond fund investors offer opportunities for active management.

The entire slide presentation can be viewed below.

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