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Category: Chart of The Week

Published on a regular basis, the Chart of the Week offers timely proprietary insights and information on sustainable investing topics and trends, sustainable investment products and issues impacting the sustainable investing sphere, regulatory developments, and other topics of interest for asset owners, investment managers and investors.

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Chart of the Week – November 18, 2024: Dow Jones Industrial Average reconstitution

Stock market percentages with green and red arrows on blue screen.

The Bottom Line: The recent reconstitution of the Dow Jones Industrial Average (DJIA) with two substitutions leaves the benchmark’s Average ESG risk rating largely unchanged. Notes of explanation: ESG score of 3 =BB or Average, ESG score of 4=BBB or average, ESG Score of 5=A or average, ESG Score of 6=AA or Leader and ESG… Continue reading about Chart of the Week – November 18, 2024: Dow Jones Industrial Average reconstitution

Chart of the Week – November 11, 2024: Top performing sustainable funds-trailing 12-months

A fluctuating financial chart with data points from October to January.

The Bottom Line: The average performance of the top ten performing focused sustainable funds over the trailing twelve months has exceeded the S&P 500 post-election. Notes of explanation: Notes of explanation: Funds listed in order of descending 12-month results. Included in top ten funds are only the top performing share class in the case of… Continue reading about Chart of the Week – November 11, 2024: Top performing sustainable funds-trailing 12-months

Chart of the Week – November 4, 2024: Institutional investors in sustainable mutual funds

Close-up of a digital financial chart with candlestick patterns.

The Bottom Line: Institutional investors in focused sustainable mutual funds account for $142.9 billion in assets, or 57% of AUM, and have been more stable. Notes of explanation: Long-term sustainable fund assets exclude money market fund assets. Funds and share classes that pursue explicitly stated environmental or social mandates are estimated at about $100 billion…. Continue reading about Chart of the Week – November 4, 2024: Institutional investors in sustainable mutual funds

Chart of the Week – October 21, 2024: Nuclear technologies for sustainable investors?

A large cooling tower at a nuclear power plant under a partly cloudy sky.

The Bottom Line: A dilemma for sustainable investors, recently surging nuclear technology companies represent a two-edged opportunity to invest in a source of clean energy. Notes of explanation: Constellation Energy Corp. (CEG), NuScale Power Corp. (SMR), Oklo Inc (OKLO), and S&P 500 SPY ETF. Sources: Yahoo Finance and Sustainable Research and Analysis LLC. Observations: “¢… Continue reading about Chart of the Week – October 21, 2024: Nuclear technologies for sustainable investors?

Chart of the Week – October 14, 2024: Actively managed sustainable ETFs on the rise

Colorful financial charts and graphs on a digital screen.

The Bottom Line: Actively managed sustainable ETFs have also been gaining, even as higher priced active management fail, in most cases, to beat the market. Notes of explanation: The decline in the number of passive and actively managed ETFs funds is due to fund liquidations, most typically because funds fail to achieve scale to break… Continue reading about Chart of the Week – October 14, 2024: Actively managed sustainable ETFs on the rise

Chart of the Week – October 7, 2024: Largest sustainable municipal bond funds

Digital stock market graph showing volatile price movements and percentage changes.

The Bottom Line: Returns of sustainable municipal bond funds, a small $1.7 billion category with room to grow, rebounded from a poor 2024 first half. Notes of explanation: Notes of explanation: Top 10 municipal bond funds as of August 31, 2024. Returns are to August 31, 2024. Sources Morningstar Direct, fund prospectuses, Sustainable Research and… Continue reading about Chart of the Week – October 7, 2024: Largest sustainable municipal bond funds

Chart of the Week – September 30, 2024: High yield sustainable bond funds

Close-up of a screen displaying various percentage values in white text.

The Bottom Line: Sustainable high yield bonds funds have been a rewarding option for investors over the last twelve months on a risk adjusted basis. Notes of explanation: Taxable bond funds exclude municipal bond funds. Returns are to August 31, 2024. Average performance listed in order of 12-month returns to August 31, 2024. Sources Morningstar… Continue reading about Chart of the Week – September 30, 2024: High yield sustainable bond funds

Research

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.

Getting started

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.

Inesting ideas

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. 

Independent source for sustainable investment management company research, analysis, opinions and sustainable fund disclosure assessments