Active Management of Sustainable Funds vs. 2019 SPIVA Scorecard
The Bottom Line: Actively managed US funds posted excellent absolute returns in 2019 but lagged behind indices again while sustainable funds delivered somewhat better results. Actively managed US Equity and bond funds post excellent absolute returns in 2019 but continue to lag behind indices while sustainable funds delivered better results On April 3, S&P Dow […]
SUSTAIN Equity Indices Led in February 2020 while Bonds Lagged
The Bottom Line: The US stock market in February suffers a sharp decline, bonds gain and sustainable funds across asset classes drop an average -4.25%. Market suffers sharp decline and ends the month of February with a decline of -8.23% The US stock market at the end of February, based on the S&P 500, suffered […]
Sustainable Investment Funds Performance Scorecard: February 2020
The Bottom Line: Sustainable MFs and ETFs posted an average of -4.25% in February; 31 of 60 top and bottom performers employ ESG integration exclusively. February 2020 Sustainable Investment Funds Performance Scorecard Summary The US stock market at the end of February, based on the S&P 500, suffered the second-worst week since 1941 and one […]
Sustainable Fund Indices Post Better than Average Results in January 2020
The Bottom Line: Markets in January posted mixed results ranging from -11.88% to 6.99%. Two SUSTAIN Indices outperformed while the third lagged by 10 bps. Markets in January reversed course and posted mixed results ranging from -11.88% to 6.99% Markets in January reversed course in response to news of the coronavirus outbreak in the third […]
Re-evaluated performance of 100 most sustainable companies per Barron’s in line with S&P 500
The Bottom Line: Re-evaluated performance of the 100 most sustainable companies per Barron’s produced 2019 returns in line with S&P 500 Index—no more, no less. Performance of the 100 most sustainable companies per Barron’s/Calvert Research and Management A lead article in the February 10, 2020 edition of Barron’s entitled “Sustainable Success: Stocks That Are Delivering for […]
Sustainable Investment Funds Performance Scorecard: January 2020
Summary Markets in January reversed course starting at the end of the third week of the new month in response to news of the coronavirus outbreak in China. January produced divergent results, ranging from a high of 6.99% recorded by 20+ year US Treasury securities to a low of -11.88% for Brent Crude. The S&P […]
Sustainable Indices Lag in December but Excel in 2019
Stock and bond markets worldwide posted excellent returns in 2019 bolstered by strong December gains: S&P 500 added 3.0% while the Dow Jones Industrial Average and Nasdaq Composite recorded 1.9% and 3.6% increases. Stock and bond markets worldwide posted excellent returns in 2019. The major US stock indices ended the last day of the year […]
Sustainable Indices Post Mixed Results in November 2019
U.S. stock indices posted a series of record highs during November and closed the next to last month of the year with their strongest monthly gains since June. U.S. stock indices posted a series of record highs during November and closed the next to last month of the year with their strongest monthly gains since […]