Sustainable funds expense ratio comparisons
The Bottom Line: Expense ratio comparisons between conventional and sustainable funds are difficult due to lack of homogeneity but low-cost options for investors are available. Conventional and sustainable mutual funds and ETFs asset-weighted expense ratios Notes of Explanation: Expense ratios applicable to conventional mutual funds and ETFs are based on ICI reporting as of December […]
Sustainable funds post average gain of 5.05% in Q1 2023
The Bottom Line: Sustainable funds recorded an average gain of 5.05% in Q1 2023, while top performing funds gained 7.2% and bottom funds dropped 5.09%. 0:00 / 0:00 Listen to this article Top and bottom performing sustainable mutual funds and ETFs – Q1 2023 Observations: Sustainable mutual funds and ETFs, a total of 1,401 funds/share […]
Sustainable indices in Q1 2023 registered improved results
The Bottom Line: After a challenging year in 2022 the relative total returns of sustainable indices in the first quarter of 2023 recorded improved results. 0:00 / 0:00 Listen to this article now Selected MSCI ESG indices relative performance results to 3-31-2023 Notes of Explanation: Positive or negative ESG performance results are for the selected […]
The three faces of sustainable assets under management in the US
The Bottom Line: The absence of widely accepted definitions and standards in sustainable finance is illustrated in the wide variations of referenced assets under management. 0:00 / 0:00 Listen to this article now Sustainable assets under management Observations: The absence of widely accepted definitions and standards in the sustainable finance sphere has contributed to confusion, […]
Two reports on climate change issued last week are required reading
The Bottom Line: Reports issued last week on climate change and related financial, economic, and social risks are required reading for investors and other stakeholders. 0:00 / 0:00 Listen to this article now Carbon dioxide levels over timeNotes of Explanation: Source: 2023 Economic Report to the President/Lüthi https://doi.org/10.1038/nature06949et al. 2008. Note: Data come from reconstructions […]
UBS acquires Credit Suisse and its funds
The Bottom Line: Plans announced yesterday by UBS to acquire Credit Suisse should not result in any immediate impact on the management of investment funds. 0:00 / 0:00 Listen to this article now Mutual funds, ETFs and ETNs managed by UBS and Credit Suisse as of February 28, 2023Notes of Explanation: Sources: Morningstar Direct and […]
Sustainable ultra-short bond ETFs offer potential for higher returns
The Bottom Line: In a rising rate environment, the latest sustainable ultra-short bond ETF listing adds to number of offerings with potential for higher returns. 0:00 / 0:00 Listen to this article now Sustainable ultra-short bond ETFs: AUM and expense ratios Sources: Notes of Explanation: AUM as of February 28, 2023, except CVSB and PULT […]
Outperforming large actively managed sustainable US equity funds
The Bottom Line: The largest actively managed sustainable equity funds are outperforming their designated securities market indices in 50% or more of three time periods. 0:00 / 0:00 Listen to this article now Observations: By one measure, the largest actively managed sustainable US equity funds are outperforming their designated and appropriate benchmarks at levels that […]