Original, independent, thought leadership
Black and white numbers background. 3d rendered illustration

Monthly Sustainable Cash Flows: June 2018

Sustainable Funds End June at $285.9 Billion, Adding $1.9 Billion but Experiencing an Estimated $375.2 Million in Net Outflows

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

Share This Article:

Sustainable Funds End June at $285.9 Billion, Adding $1.9 Billion but Experiencing an Estimated $375.2 Million in Net Outflows

The net assets of 1,025 sustainable funds, including mutual funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs), ended the month of June with $285.9 billion in assets versus $283.9 billion at the end of May. Net assets recorded an increase of $1.9 billion or 0.68%, entirely sourced to repurposed funds.  Since the start of the year, sustainable funds have added $35.5 billion in net assets, but much of that sum, a total of $30.9 billion, or 87%, is also attributable to repurposed funds.  These are existing funds that have adopted a sustainable strategy or investment approach by formally amending their prospectus.  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

Free Trial
30 Day

Access to All Data No Credit Card Required Cancel Any Time

9.99
Monthly

Access to Premium Articles Priority Support Save 25%


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