Sustainable indices turn in mixed results in October
The Bottom Line: Markets ended lower for the second consecutive month in October while sustainable indices turn in mixed results relative to their conventional counterparts. Markets ended lower for the second consecutive month in October Even as economic data and corporate earnings posted improvements in October, markets ended lower for the second consecutive month as […]
ESG indices outperformed in September
The Bottom Line: Uncertainties chipped away at August’s stock market 7.01% gain with a -3.80% decline in September while ESG indices across the board outperformed. Uncertainties chipped away at August’s 7.01% gain with a -3.80% decline in September Reversing course after August’s 7.01% gain, stocks turned negative in September due to growing concerns about the […]
Sustainable emerging market bond funds experience inflows in July and August 2020
The Bottom Line: Sustainable emerging market bond funds, 21 funds with $20.9 billion in assets, experience inflows in July and August as investors seek income.
Sustainable funds performance scorecard: August 2020
The Bottom Line: Thematic ETF equity index funds focused on clean energy, low carbon energy and alternative energy posted the best performance results in August. Summary Fueled by government stimulus, Federal Reserve liquidity and near zero interest rates, signs of an economic rebound and hopes for a coronavirus vaccine, the S&P 500 registered a strong […]
Sustainable micro-cap funds post strong 12-month performance results
The Bottom Line: At just three funds, sustainable micro-cap funds are small in number but actively managed growth funds post strong 12-month performance results.
Sustainable foreign equity and bond funds outperform in August 2020
The Bottom Line: Two of three Sustainable (SUSTAIN) fund indices outperformed conventional benchmarks by 44 bps and 30 bps; third index trailed by 50 bps. Strong August equity results not shared by performance of fixed income Large cap US stocks registered a strong 7.2% gain in August, posting their best monthly return since April […]
Performance of sustainable bond funds lagged during crucial February-to-March interval
The Bottom Line: Lagging performance of sustainable intermediate investment-grade funds during crucial February-to-March interval requires additional analysis of similarly managed funds over several market cycles.
Sustainable Funds Performance Scorecard: July 2020
The Bottom Line: Thematic environmental and alternative energy funds led the performance pack in July 2020 while Japan-focused ESG Integration funds brought up the rear. 10 Top Performing Funds—July 2020 The top 10 performing sustainable mutual funds/share classes and ETFs[1] registered an average 13.6% gain in July, beating the average sustainable fund results by a […]