SUSTAIN equity and bond fund indexes post gains of 2.0% and 1.85% in March
U.S. stocks, as measured by the S&P 500 Index, ended the month of March up 1.94% while investment grade intermediate bonds, based on the Bloomberg Barclays US Aggregate Index end the month up 1.92% or just 4 basis points shy of equities U.S. stocks, as measured by the S&P 500 Index, ended the month of… Continue reading about SUSTAIN equity and bond fund indexes post gains of 2.0% and 1.85% in March
SUSTAIN equity and bond fund indexes outperform in Feb. 2019, up 3.77% & 0.15%
February Results: S&P 500 up 3.21% while sustainable large cap equity funds gain 3.77% After posting a gain of 8.01% in January, the best monthly results since October 2015, the S&P 500 Index recorded another consecutive increase in February. The index added 3.21% and extended its year-to-date gain to 11%, thus erasing and exceeding December’s… Continue reading about SUSTAIN equity and bond fund indexes outperform in Feb. 2019, up 3.77% & 0.15%
February 2019 Sustainable Investment Funds Performance Scorecard
1. Applies only to environmental and social considerations. 2. Fund announced closure effective March 20, 2019. Notes of Explanation covering equity and all other equity related funds: Results are total returns. Equity funds include all US and international equity as well as all other funds, except for fixed income funds, a total of 1,150 funds/share… Continue reading about February 2019 Sustainable Investment Funds Performance Scorecard
January 2019 Sustainable Investment Funds Performance Scorecard
Fixed Income Mutual Funds, ETFs and ETNs 10 Top Performing Funds–January 2019 Fixed Income Mutual Funds, ETFs and ETNs 10 Bottom Performing Funds–January 2019 Equity and all Other Mutual Funds, ETFs and ETNs 10 Top Performing Funds–January 2019 Equity and All Other Mutual Funds, ETFs and ETNs 10 Bottom Performing Funds–January 2019 Notes of Explanation… Continue reading about January 2019 Sustainable Investment Funds Performance Scorecard
Monthly Sustainable Model Portfolios Performance Summary: January 2019
Summary“¢ The S&P 500 Index gained 8.01%, posting the best monthly results since October 2015“¢ Model portfolios: Underlying funds rebalanced to reflect their risk based allocation ratios“¢ The strong January 2019 performance results recorded by both stocks and bonds almostreversed in their entirety December’s declines and lifted the total returns of the three model portfolios… Continue reading about Monthly Sustainable Model Portfolios Performance Summary: January 2019
Markets soar in January 2019 as did sustainable equity and bond funds
The S&P 500 Index gained 8.01%, posting the best monthly results since October 2015 The S&P 500 Index and the Dow Jones Industrial Average gained 8.01% and 7.30%, respectively, posting the best monthly results since October 2015 and helping to erase all but about 1.2% of December’s 9.2% decline in the case of the broader… Continue reading about Markets soar in January 2019 as did sustainable equity and bond funds
Sustainable Investing Trends in 2019 and 2018 ESG Performance
Summary: Remarks presented at the January 25, 2019 webinar entitled on sustainable investing that covered: (1) 2018 sustainable fund developments, (2) 2019 outlook and (3) conducting sustainable investment managers due diligence. Note: Presentation slides were made available ahead of the webinar. Relevant slides have been inserted into this document. Remarks: Good morning and welcome to… Continue reading about Sustainable Investing Trends in 2019 and 2018 ESG Performance
SUSTAIN Large Cap Equity Index Declined -9.38% in December and -5.30% in 2018
2018: A challenging and turbulent year In what turned out to be a very challenging and turbulent year, the S&P 500 Index posted its worst performance since 2008. The broad-based index ended 2018 down -4.38% versus -37% in 2008 and compared to a gain of 21.83% in the prior year 2017. In the month of… Continue reading about SUSTAIN Large Cap Equity Index Declined -9.38% in December and -5.30% in 2018