Sustainable Funds Performance Scorecard: May 2020
The Bottom Line: 54 of the top and bottom sustainable fund performers in May across three investment categories employ ESG integration, ESG-Mixed or ESG-Consideration strategies. Summary Sustainable mutual funds and ETFs,[1] a combined total of 4,464 funds/share classes with almost $2.6 trillion in assets at the end of May, recorded an average increase of 4.43% […]
Sustainable Indices in May 2020: Bond and foreign equity funds outperform
The Bottom Line: Sustainable (SUSTAIN) bond and foreign fund indices beat their conventional benchmarks in May; SUSTAIN equity fund index lags by slight 3 bps. US stock market in May recovers all but 10% of the February to March decline The stock market, which was down -33.92% from peak-to-trough on March 23, recovered all but […]
Vision Report: Performance of Sustainable Indices and Mutual Funds
The Bottom Line: Recent studies of equity indices and mutual funds support findings that equity investors don’t have to give up returns to invest sustainably.
Sustainable Funds Performance Scorecard: April 2020
The Bottom Line: 49 of 60 top and bottom sustainable fund performers in April integrate ESG, including 11 funds that may account for ESG factors. Summary Optimism fueled by bullish sentiments regarding the COVID-19 medical recovery combined with massive Federal Reserve Bank guarantees of unlimited liquidity and rapid federal government fiscal stimulus measures in the […]
Sustainable Investing Strategies of Top Performing Bond Funds-April 2020
The Bottom Line: Nine of the top 10 performing bond funds in April 2020 integrate ESG either exclusively or in combination with supplemental investing approaches.
Sustain Indices in April 2020: Bond Funds Rocked while Equity Funds Lagged
The Bottom Line: Markets rebound in April, as stocks and bonds move sharply higher. Sustainable bond funds outperform but equity funds lag their conventional benchmarks. Markets rebound in April as stocks and bonds move sharply higher Optimism fueled by bullish sentiments regarding the COVID-19 medical recovery combined with massive Federal Reserve Bank guarantees of unlimited […]
Performance of Sustainable Funds During Recent Market Rout–Proceed with Caution
The Bottom Line: It’s premature to boast about the outperformance of sustainable mutual funds and ETFs based on the February to March 2020 market rout. Introduction and Conclusion: It’s premature to boasting about the outperformance of sustainable funds during the recent market rout In the last several weeks, a number of articles, asset management company […]
Sustainable Investment Funds Performance Scorecard: March 2020
The Bottom Line: Sustainable MFs and ETFS posted average return of -11.94% in March; 52 of 60 top and bottom performers employ ESG integration strategy. Summary The month of March has been one of the most volatile in stock market history, as the world-wide corona virus pandemic produced a simultaneous health crisis, financial crisis and […]