Monthly Sustainable Cash Flows: September 2018

Share This Article:

Share on facebook
Share on twitter
Share on linkedin
Share on telegram


  • Sustainable funds close September having achieved another high point with $321.9 billion in assets under management, up $11.4 billion of which $10.99 billion, or 96%, is sourced to repurposed funds; in the third quarter, net assets expanded by $36 billion, with 60% attributable to repurposed funds.
  • Sustainable funds registered an average gain of 2.14% in September, 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.
  • Top 10 performing funds/share classes over the 12-months to September 30, 2018: Performance ranges from 25.99% to 228.44%. These funds vary in their approach but cover the full range of sustainable investing strategies and practices.
  • Sustainable fund groups expanded to an adjusted 119 firms with the addition of Jensen Investments and Calamos Advisors.
  • Top 20 sustainable fund groups account for $279 billion or 86.7% of segments assets under management; top 10 firms manage $231.5 billion, or 72%.
  • Largest monthly net gains recorded by American Funds Washington Mutual and various TIAA-CREF and DFA funds.
  • Largest monthly declines were recorded by Vanguard, Aberdeen and Morgan Stanley funds
  • Repurposed funds add 8 funds, 31 share classes and $11.0 billion in assets under management to the sustainable investing sector.
  • New Funds: Three new funds launched in September, including the Vanguard ESG US Stock ETF, Vanguard ESG International Stock ETF and Impact Shares.

This article is part of premium content

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

Ready To Gain
Competitive Edge?

A new level of analysis, data & research about mutual funds, ETFs, ETNs & other ESG related investment vehicles