Original, independent, thought leadership
Subscribe
Search Linkedin
Search Linkedin Reddit-alien
Search Linkedin Reddit-alien
Black and white numbers background. 3d rendered illustration

Monthly Sustainable Cash Flows: April 2018

Monthly Sustainable Assets Under Management Reach $280.7 Billion Sustainable funds, including mutual funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs), a total of 956 funds/share classes, ended the month of April with $280.7 billion in assets under management (AUM). This represents an increase of $8,685 million or 3.2% relative to March 31, 2018 and a…

Home » Trends » Flows » Monthly Sustainable Cash Flows: April 2018

Share This Article:

Monthly Sustainable Assets Under Management Reach $280.7 Billion
Sustainable funds, including mutual funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs), a total of 956 funds/share classes, ended the month of April with $280.7 billion in assets under management (AUM). This represents an increase of $8,685 million or 3.2% relative to March 31, 2018 and a gain of $30.3 billion since December 31, 2017. The number of funds ticked up by 47 versus 909 funds last month.  The increases in the number of funds and assets is largely attributable to the repurposing of seven Morgan Stanley managed institutional funds (39 share classes) with $8,177.8 billion in assets.  Refer to Chart 1.

This article is part of premium content


To read full article, please log in or sign up for a free trial

YOU MAY ALSO LIKE

$99.99
PER YEAR

Premium Articles Access Priority Support 1 Fixed Price

Sign Up
Free Trial
30 Day

Access to All Data No Credit Card Required Cancel Any Time

Sign Up
9.99
Monthly

Access to Premium Articles Priority Support Save 25%

Sign Up
Sustainable Funds Monitor
ACCESS
Funds Glossary
ACCESS
Quarterly On-Line Briefings
ACCESS


Sign up to free newsletters.

By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact

Research

Research and analysis to keep sustainable investors up to-date on a broad range of topics that include trends and developments in sustainable investing and sustainable finance, regulatory updates, performance results and considerations, investing through index funds and actively managed portfolios, asset allocation updates, expenses, ESG ratings and data, company and product news, green, social and sustainable bonds, green bond funds as well as reporting and disclosure practices, to name just a few.

A continuously updated Funds Directory is also available to investors.  This is intended to become a comprehensive listing of sustainable mutual funds, ETFs and other investment products along with a description of their sustainable investing approaches as set out in fund prospectuses and related regulatory filings.

Getting started

Many questions have surfaced in recent years regarding sustainable and ESG investing.  Here, investors and financial intermediaries will find materials that describe the various approaches to sustainable investing and their implementation.  While sustainable investing approaches vary and they have thus far defied universally accepted definitions, many practitioners agree that they fall into the following broad categories:  Values-based investing, investing via exclusions, impact investing, thematic investments and ESG integration.  In conjunction with each of these approaches, investors may also adopt various issuer engagement procedures and proxy voting practices.  That said, sustainable investing approaches will continue to evolve.

In addition to periodic updates regarding sustainable investing and how this form of investing is evolving, investors and financial intermediaries interested in implementing a sustainable investing approach will also find source materials that cover basic investing themes as well as asset allocation tactics.

Inesting ideas

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. 

Independent source for sustainable investment management company research, analysis, opinions and sustainable fund disclosure assessments