Monthly Sustainable Cash Flows: August 2018

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  • Sustainable funds closed August at $310.5 billion, up $6.5 billion of which $2.9 billion is sourced to market movement and $2.05 billion to net positive cash flows, for a combined total of $4.95 billion; repurposed funds added $1.54 billion.
  • Sustainable funds registered an average gain of 2.14%, ranging from 17.17% to -3.87% while the SUSTAIN Equity Fund Index added 2.79%, lagging behind the S&P 500 by 47 basis points.
  • The top 20 sustainable fund groups held 88.2% of segments assets under management while largest 10 funds account for $157.4 billion and 51% of the segment’s assets and 10 sustainable ETFs hold $5.7 billion, a mere 3.6% of the equivalent number of mutual funds.
  • The largest monthly net gains were recorded by Washington Mutual, Parnassus and Calvert funds while largest monthly declines were recorded by Aberdeen, Morgan Stanley and Ariel funds.
  • Repurposed funds include DWS ESG Liquidity Fund, first ESG money market fund and two Allianz equity funds.
  • New funds launched in August include the DWS Xtrackers ETF and Impact Shares YWCA Women’s Empowerment ETF.

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