Sustainable Investment Funds Performance Scorecard: November 2019
Summary Dominated by 56 funds that take into account information about environmental, social and governance (ESG) issues when making investment decisions, 60 funds, including 55 sustainable mutual funds and four ETFs and one ETN[1], organized into three broad asset categories covering US equities, international equities and fixed income, produced returns in November ranging from -9.45% to […]
Sustainable Index Funds Lag Behind Conventional Funds
Sustainable index funds at $35.1 billion represent just 3.1% of sustainable long-term fund assets versus 36.2% for conventional mutual funds and ETFs Sustainable index funds[1], including mutual funds and exchange-traded funds (ETFs) have achieved limited traction so far and stand in contrast to the popularity of index funds across the investment company landscape. At the […]
Sustainable Indices Lagged, Matched or Exceeded Returns for the Month of October 2019
Market recovers in second half of month to post strong 2.17% return; foreign markets performed even better while sustainable fund indices lagged, matched or exceeded their conventional counterparts In a month that produced returns ranging from highs of 8.05% posted by European emerging markets to 7.73% recorded by NASDAQ biotech stocks and 4.97% for Japanese […]
Sustainable Investment Funds Performance Scorecard: October 2019
Summary The growing universe of sustainable mutual funds and ETFs, up to 3,037 and $1.4 trillion in net assets at the end of October, posted an average return of 1.61%[1]. Returns ranged from a high of 8.28% recorded by Eventide Healthcare & Life Sciences Fund I to a low of -11.68% logged in by Amplify […]
Monthly Sustainable Model Portfolios Performance Summary: September 2019
Model portfolios: Two of three sustainable model portfolios were eclipsed by their conventional benchmarks In a month when the performance of equities and bonds reversed positions as large cap equities, tracked by the S&P 500 Index, posted a total return gain of 1.87% while investment-grade intermediate bonds ended the month lower at -0.53% on the […]
Two of Three SUSTAIN Fund Indices Lagged: September 2019 Update
Performance of equities and bonds reversed positions in September as large cap equities posted a total return gain of 1.87% while investment-grade intermediate bonds ended the month lower at -0.53% The performance of equities and bonds reversed positions in September as large cap equities, tracked by the S&P 500 Index, posted a total return gain […]
SUSTAIN Indices Post Competitive Returns: August 2019 Update
Stock market registers -1.58% decline in volatile month while bonds blew the lights out and sustainable indices, for the most part, outperformed conventional benchmarks A volatile August ended the last week of the month as it began but with opposite outcomes, driven by trade tensions between the US and China, geopolitical uncertainties and signs of […]
Markets Take a Breather in July; 2 of 3 SUSTAIN Fund Indices Outperform
Markets take a breather in July: Domestic Sustainable Equity and Bond Indices beat conventional indices After posting a gain of 7.0% in June, stocks as measured by the S&P 500 Index, took a breather in July to end the month up 1.4%. The Dow Jones Industrial Average and Nasdaq Composite each recorded gains of 1.12% […]