Sustainable (SUSTAIN) Indices Construction Methodology
The Bottom Line: The article describes in detail the three sustainable (SUSTAIN) mutual fund indices, their construction methodology, index constituents and corresponding sustainable investing strategies. Summary The Sustainable (SUSTAIN) funds indices, including the Sustainable (SUSTAIN) Large Cap Equity Fund Index, Sustainable (SUSTAIN) Bond Fund Index and the Sustainable (SUSTAIN) Foreign Equity Fund Index, are designed… Continue reading about Sustainable (SUSTAIN) Indices Construction Methodology
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… Continue reading about Sustainable Investment Funds Performance Scorecard: February 2020
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… Continue reading about Sustainable Fund Indices Post Better than Average Results in January 2020
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… Continue reading about Re-evaluated performance of 100 most sustainable companies per Barron’s in line with S&P 500
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… Continue reading about Sustainable Investment Funds Performance Scorecard: January 2020
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… Continue reading about Sustainable Indices Lag in December but Excel in 2019
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… Continue reading about Sustainable Indices Post Mixed Results in November 2019
Sustainable Investment Funds Performance Scorecard: November 2019
Summary Dominated by 56 funds that take into account information aboutenvironmental, 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… Continue reading about Sustainable Investment Funds Performance Scorecard: November 2019