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 funde 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.
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.
The Bottom Line: While prioritization of sustainability shifted, sustainability remains important according to Bain Company research findings that may be extrapolated to sustainable investing.
The Bottom Line: Top 10 performing funds in August were led by real estate funds that could further benefit from lower interest rates and inflation. Notes of explanation: Funds arrayed in order of August 2024 total return performance results.
The Bottom Line: Turnover ratios for focused sustainable funds, recently averaged 70.8%, can vary considerably and helps investors make more informed decisions about their investments. Notes of explanation: Notes of explanation: Turnover ratios over twelve-month intervals and are expressed in percentage terms as of July 31, 2024.
The Bottom Line: Sustainable fund assets expanded modestly with outflows, sustainable bond issuance declined in Q2, selected ESG indices underperformed, and fund launches remained anemic.
The Bottom Line: Transparency, measurement and reporting, as well as proxy voting preferences are index tracking ETF features that are uniquely relevant for sustainable investors.
The Bottom Line: Six qualifying funds available for investors seeking a sustainable large-cap blended index mutual fund or ETF investment option to serve as an anchor position in a sustainable investment portfolio.
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The Bottom Line: The lowest expense ratio index tracking sustainable ETFs largely pursue an ESG screening strategy with exclusions, followed by funds with climate-oriented objectives.
The Bottom Line: A declining rate environment should continue to favor conventional and sustainable bond funds, including green bond funds, especially with longer weighted maturities. Notes of explanation: Funds listed in order of portfolio weighted average maturities (WAM), as of June 30, 2024.
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.
Many questions have surfaced in recent years regarding sustainable and ESG investing. Here, investors and financial intermediaries will find materials that describe the various approaches to sustainable investing and their implementation. While sustainable investing approaches vary and they have thus far defied universally accepted definitions, many practitioners agree that they fall into the following broad categories: Values-based investing, investing via exclusions, impact investing, thematic investments and ESG integration. In conjunction with each of these approaches, investors may also adopt various issuer engagement procedures and proxy voting practices. That said, sustainable investing approaches will continue to evolve.
In addition to periodic updates regarding sustainable investing and how this form of investing is evolving, investors and financial intermediaries interested in implementing a sustainable investing approach will also find source materials that cover basic investing themes as well as asset allocation tactics.
Thoughts and ideas targeting sustainable investing strategies executed through various registered and non-registered sustainable investment funds and products such as mutual funds, Exchange Traded Funds (ETFs), Exchange Traded Notes (ETNs), closed-end funds, Real Estate Investment Trusts (REITs) and Unit Investment Trusts (UITs). Coverage extends to investment management firms as well as fund groups.
