Getting Started: Large-cap blended index mutual funds and ETFs
The Bottom Line: Six qualifying funds available for investors seeking a sustainable large-cap blended index mutual fund or ETF investment option to serve as an anchor position in a sustainable investment portfolio. Large-cap blended index fund: An anchor position in a sustainable investment portfolio Investors seeking a sustainable large-cap blended index mutual fund or ETF […]
Largest sustainable investment funds going into 2024
The Bottom Line: A number of the largest ten sustainable investment funds can each serve as a sustainable investment portfolio’s anchor equity or bond position. Largest sustainable mutual funds and ETFs as of November 30, 2023, with trailing 12-month performance resultsNotes of Explanation: Total net assets combine all share classes. For mutual funds, trailing 12-month […]
SRA Select Listing: ESG Integration Investment Funds-Q1 2022
Sustainable investors can establish cost-effective diversified portfolios of funds that pursue an ESG Integration investing approach aligned with their financial profile and risk tolerance (1). Summary Sustainable investors seeking to establish a diversified investment fund portfolio that pursues an ESG Integration investing approach, as defined and based on the criteria set out below, should consider […]
S&P 500 and selected sustainable indices recover in October
The Bottom Line: The S&P 500 gained 7.0% and erased September’s -4.7% decline; selected sustainable indices also bounced back with beats from 0.01% to 2.41%. October summary Gaining confidence from strong earnings reports, investors drove stock prices higher in October and the S&P 500 gained 7.0%, erasing last month’s -4.7% decline. Selected sustainable securities market […]
Tomorrow’s Capital Podcast- Sustainable Investing
Evan Harvey, Director of Corporate Responsibility at Nasdaq, interviews Henry Shilling of Sustainable Research and Analysis LLC regarding ESG developments.
ESG Integration Should Not Be Confused with Responsible Investing Practices
An article by Vito J. Racanelli entitled “A Setback for ESG in California” that appeared in last week’s November 5, 2018 edition of Barron’s on the subject of the California Public Employees’ Retirement System (CalPERS) election last month that resulted in the ouster of board president Priya Mathur, a 15-year veteran and a strong champion of the public pension […]
For Index Fund Investors, Shedding Gun Companies and Gun Retailers May Not be an Option
Summary The effectiveness of divestment strategies aside, index fund investors who may wish to avoid investments in the stocks and bonds of weapons manufacturers and retailers in light of recent mass shootings in Florida, may be challenged to do so. Alternative investment vehicles are not readily available. In the absence of arms-free indexes, alternative near-term […]
Divesting from Fossil Fuels and Low Carbon Investing Strategies
Summary Divestment from fossil fuels and low carbon investing strategies have gained attention and a certain degree of traction among endowments and foundations, sovereign funds, public pension funds and some individual investors. Just in the last two months, both the City of New York’s public pension funds and the New York State Common Retirement Fund […]