June 2019 Sustainable Investment Funds Performance Scorecard
Summary Global markets across all major asset classes posted gains in June, notwithstanding trade concerns and fears of an economic slowdown. Stocks and bonds in the US and overseas recovered from May’s declines to produce strong returns in June. Equity Funds and All Other Funds Gold and precious metals funds led the performance rankings for… Continue reading about June 2019 Sustainable Investment Funds Performance Scorecard
SUSTAIN Indices Post Strong Results in June but Lag Conventional Benchmarks
Global markets across all major asset classes posted gains in June. Global markets across all major asset classes posted gains in June. Notwithstanding trade concerns and fears of an economic slowdown, stocks and bonds in the US and overseas recovered from May’s declines to produce strong returns in June, ranging from a low of -0.27%… Continue reading about SUSTAIN Indices Post Strong Results in June but Lag Conventional Benchmarks
May 2019 Sustainable Investment Funds Performance Scorecard
Summary Longer-term higher quality bond funds were the best performing fixed income funds in May while emerging market and high yield bond funds lagged behind. Returns ranged from a high of 4.32% to a low of -1.82%. In a challenging month for equities, the leading funds in the equity and all other funds segment included… Continue reading about May 2019 Sustainable Investment Funds Performance Scorecard
SUSTAIN Large Cap Equity Index Gives Up -5.6% in May; Bond Funds Gain 1.74%
Major US stock indexes close the month of May down in excess of 6%, recording their worst monthly performance since December 2018 Major US stock indexes lost more than 1% on the last trading day of May to close the month down in excess of 6%, their first calendar month decline for the year and… Continue reading about SUSTAIN Large Cap Equity Index Gives Up -5.6% in May; Bond Funds Gain 1.74%
April 2019 Sustainable Investment Funds Performance Scorecard
Summary High yield and bank loan funds were the best performing fixed income funds in April while global and emerging market bond funds posted the worst results. Returns ranged from a high of 1.88% to a low of -0.4%. In the equity and all other funds segment, alternative energy, solar and clean tech led the… Continue reading about April 2019 Sustainable Investment Funds Performance Scorecard
S&P Dow Jones Indices Launches S&P 500 ESG Index
S&P 500 ESG Index: Another portfolio tool for asset owners and investors The announced launch of the S&P 500 ESG Index on April 8, 2019 gives investors yet another benchmark or tool with which to evaluate the performance of the large cap equity market in the US, qualified on the basis of minimum ESG scores… Continue reading about S&P Dow Jones Indices Launches S&P 500 ESG Index
SUSTAIN Indices Beat Conventional Benchmarks in April, Posting Gains of 4.16% and 0.16%
Major US stock market indices recorded their best four-month start to a year since at least 1999; S&P 500 gains 4.05% in April Major US stock market indexes recorded their best four-month start to a year since at least 1999, the latest milestone fueled by a more accommodative Federal Reserve Bank and upbeat economic prospects… Continue reading about SUSTAIN Indices Beat Conventional Benchmarks in April, Posting Gains of 4.16% and 0.16%
March 2019 Sustainable Investment Funds Performance Scorecard
Notes of Explanation covering fixed income funds. Results are total returns. Fixed income funds include short and long-term taxable and tax-exempt bond funds and ETFs, a total of 432 funds/share classes, ETFs, ETNs with performance for the full month of March 2019. Top 10 defined as top 10 funds which may include a larger number… Continue reading about March 2019 Sustainable Investment Funds Performance Scorecard