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Monthly Sustainable Cash Flows: May 2018

Sustainable Funds Close May at $283.9 Billion, Adding $3.3 Billion and Two New Funds The net assets of 965 sustainable funds and share classes, including 323 mutual funds, 71 exchange-traded funds (ETFs) and one exchange-traded note (ETN), ended the month of May at $283.9 billion versus $280.7 billion at the end of April, representing an…

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Sustainable Funds Close May at $283.9 Billion, Adding $3.3 Billion and Two New Funds
The net assets of 965 sustainable funds and share classes, including 323 mutual funds, 71 exchange-traded funds (ETFs) and one exchange-traded note (ETN), ended the month of May at $283.9 billion versus $280.7 billion at the end of April, representing an increase of $3.3 billion or 1.2%. This also compares to $250.4 billion in sustainable fund assets at year-end 2017. Refer to Chart 1.

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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.

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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.

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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. 

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