Chart of the Week – March 18, 2024
The Bottom Line: With additional room for growth for sustainable bond funds, investors can expect to benefit in time from additional fund offerings and categories.
Research and analysis to keep sustainable investors up to-date on a broad range of topics that include trends and developments in sustainable investing and sustainable finance, regulatory updates, performance results and considerations, investing through index funds and actively managed portfolios, asset allocation updates, expenses, ESG ratings and data, company and product news, green, social and sustainable bonds, green bond funds as well as reporting and disclosure practices, to name just a few.
A continuously updated Funds Directory is also available to investors. This is intended to become a comprehensive listing of sustainable mutual funds, ETFs and other investment products along with a description of their sustainable investing approaches as set out in fund prospectuses and related regulatory filings.
Chart of the Week – April 22, 2024
The Bottom Line: Returns from sustainable and conventional bond funds have been disappointing, but investing opportunities are available and improvements may come later this year. Notes of explanation: Performance of sustainable bond fund categories, 19 in total, listed in order of first quarter 2024 average total returns.
Chart of the Week – April 15, 2024
The Bottom Line: Natural Resources funds, one of 75 fund categories, posted the fifth best average return in March, but results vary by fund mandate.
The Bottom Line: Funds with the highest volatilities are typically, but not always, thematic concentrated funds that expose investors to near-to-intermediate term volatility or risks. Notes of explanation: The chart displays the ten funds with the highest standard deviations of monthly returns over a three-year period along with 12-month total returns to March 31, 2024.
Chart of the Week – April 1, 2024
The Bottom Line: Only two sustainable fund investing options were launched in March 2024, reflecting a cooling off in sustainable mutual fund and ETF introductions. Sustainable mutual funds and ETFs launch between January 1, 2023 – March 31, 2024 Notes of explanation: New fund launches exclude listings of new mutual fund share classes.
Chart of the Week – March 25, 2024
The Bottom Line: J.D. Power 2024 investor satisfaction study finds a significant year-over-year increase in investor satisfaction but lower levels of younger investor client loyalty.
The bottom line: July’s sustainable fixed income fund performance results were largely aligned with year-to-date 2023 returns in that riskier assets continued their strong performance.
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