Monthly Sustainable Model Portfolios Performance Summary: November 2019
Model portfolios: Strong U.S equity market in November boost sustainable model portfolios to rise above their conventional benchmarks and achieve new highs The Aggressive Sustainable Portfolio (95% stocks/5% bonds), the Moderate Sustainable Portfolio (60% stocks/40% bonds) and the Conservative Sustainable Portfolio (20% stocks/80% bonds) outperformed their conventional indices by a range from 8 basis points […]
Monthly Sustainable Model Portfolios Performance Summary: August 2019
Model portfolios: Reversing course in August, the performance of each of the three sustainable portfolios were eclipsed by conventional benchmarks A volatile August driven by trade tensions between the US and China, geopolitical uncertainties and signs of an economic slowdown in the US and overseas produced opposite results for equities and fixed income securities but […]
Monthly Sustainable Model Portfolios Performance Summary: July 2019
Model portfolios: All three sustainable portfolios outpaced their conventional benchmarks in July by 1 bps to 17 bps As markets across the globe took a breather in July, the three sustainable model portfolios posted positive total returns that exceeded the performance of their corresponding conventional benchmarks by a range extending from 1 basis point (bps) […]
Monthly Sustainable Model Portfolios Performance Summary: June 2019
Model portfolios: All three sustainable portfolios post strong performance results but two of three lag their conventional benchmarks in June with returns ranging from 2.36% to 6.52% The June performance results posted by the three sustainable model portfolios benefited from the gains achieved by global markets across all major asset classes. Results ranged from 2.36% […]
Monthly Sustainable Model Portfolios Performance Summay: May 2019
ESG Model portfolios: Each of the three portfolios lagged behind their conventional benchmarks in May with returns ranging from -0.06% to -5.80% During a challenging and volatile month when the three model portfolios along with their corresponding conventional indices posted negative returns, two of the three model portfolios trailed their comparative benchmarks driven by the […]
Monthly Sustainable Model Portfolios Performance Summary: April 2019
Model portfolios: Each of the three portfolios lagged behind their conventional benchmarks in April with returns of 0.82%, 2.32% and 3.53%; but longer-term results continue to outperform The three model portfolios trailed their comparative benchmarks in April even as two of the three underlying funds outperformed their designated benchmark while the third lagged and detracted […]
Monthly Sustainable Model Portfolios Performance Summary: March 2019
Model portfolios: Each of the three portfolios beat their conventional benchmarks in March with returns of 1.69%, 1.78% and 1.88% The three model portfolios beat their comparative benchmarks in March, benefiting from the performance of Domini Impact International Equity-Investor and TIAA-CREF Social Choice Bond-Retail which exceeded the performance results achieved by their corresponding conventional indexes […]
Monthly Sustainable Model Portfolios Performance Summary: November 2018
Summary The performance of model portfolios, which posted positive total returns in November ranging from 0.78% to 1.51%, fell behind their designated conventional indexes as two of three underlying funds underperformed. Bond and equity markets continued on their volatile path into November, but ended on positive notes. The S&P 500 posted a gain of 2.04% […]