Thoughts and ideas targeting sustainable investing strategies executed through various registered and non-registered sustainable investment funds and products such as mutual funds, Exchange Traded Funds (ETFs). Exchange Traded Notes (ETNs), closed-end funds. Real Estate Investment Trusts (REITs) and Unit Investment Trusts (UITs). Coverage extends to investment management firms as well as fund groups.
The Bottom Line:amp;nbsp; 59 new listings of sustainable mutual funds and ETFs during the first six months of the year offer investors additional investment options.
Bottom Line: Newly launched ARK Venture Fund represents a risky sustainable (ESG) investment opportunity that should be prudently evaluated by financial intermediaries and individual investors.
The Bottom Line: Recent sustainable fund investment option additions to 529 college-savings plans by Fidelity still leaves significant room for growth given increased investor interest.
The Bottom Line: A number of dedicated green bond funds so far may offer investors an opportunity to quot;do their bitquot; without sacrificing conventional returns.
The Bottom Line: The only sustainable ETF launch in July 2022 is also the first commodity fund, subject to a high 80 bps expense ratio.
The Bottom Line: New carbon credit futures investment options posted outstanding 2021 results and diverged in 2022, but a long-term view and diversification are warranted.
Free access to regularly updated original research and analysis focused exclusively on sustainable finance and investing, providing investors with the guidance needed to make informed investment decisions that align with their personal values and financial goals while also contributing to the advancement of positive long-term environmental and social outcomes.
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Helping us to expand our research capabilities and offerings over time to cover additional relevant topics geared to sustainable investors.
The Bottom Line: Special Purpose Acquisition Companies (SPACs) include sustainable investing options but structural considerations are a deterrent while current valuations have reached lofty levels.
The Bottom Line: Tesla, already a member of some leading US equity ESG indices, is now eligible for addition to the S&P 500 ESG Index.
