Chart of the Week – August 19, 2024: ETF features uniquely relevant for sustainable investors
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. Notes of explanation: Source: State Street Global Advisors ETF Impact Report 2024-2025 The Next Wave of Innovation. Responses were provided to the following questions: Which of the following do you… Continue reading about Chart of the Week – August 19, 2024: ETF features uniquely relevant for sustainable investors
Chart of the Week – August 12, 2024: Sustainable index tracking ETFs with the lowest expense ratios
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. Notes of explanation: Sources: Morningstar Direct, fund prospectuses and Sustainable Research and Analysis LLC. Observations: “¢ Passively managed sustainable ETFs with the lowest expense ratios largely consist of equity-oriented funds… Continue reading about Chart of the Week – August 12, 2024: Sustainable index tracking ETFs with the lowest expense ratios
Chart of the Week – August 5, 2024: Green bond funds should benefit from lower rates
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. Carbon Collective Short Duration Green Bond ETF WAM is not available; however,… Continue reading about Chart of the Week – August 5, 2024: Green bond funds should benefit from lower rates
Chart of the Week – July 29, 2024: Small-cap sustainable funds revisited
The Bottom Line: A limited number of focused sustainable small-cap blended funds is available to investors in pursuit of exposure to the recent market rotation. Notes of explanation: Notes of explanation: Funds arrayed using a ranking scale that runs from A (highest ranking) to D (lowest ranking) based on a screening and evaluation methodology that… Continue reading about Chart of the Week – July 29, 2024: Small-cap sustainable funds revisited
Chart of the Week – July 22, 2024: Sustainable strategies of top performing funds in June
The Bottom Line: Top financial results achieved by sustainable funds in June, as well as more generally, are driven largely due to fundamental investment strategies. Notes of explanation: Chart displays the asset weighted sustainable investing approach/strategy of the top 10 performing funds in June 2024. Assets in US$ billions as of June 30, 2024. Funds… Continue reading about Chart of the Week – July 22, 2024: Sustainable strategies of top performing funds in June
Chart of the Week – July 15 2024: June performance of sustainable mutual funds vs. ETFs
The Bottom Line: Comparisons between sustainable mutual funds and ETFs have to account for the variations in composition of the two investment company types. Notes of explanation: Chart displays arithmetic average performance of the five best and worst performing sustainable mutual fund and ETF investment categories as of June 2024 and number of funds that… Continue reading about Chart of the Week – July 15 2024: June performance of sustainable mutual funds vs. ETFs
Chart of the Week – July 8, 2024: Focused sustainable MMKT funds are disappearing while sustainable MMKT funds expand
The Bottom Line: Focused sustainable money market fund assets are disappearing while non-focused sustainable money market funds are expanding along with conventional money fund assets. Notes of explanation: Focused sustainable money market fund assets include the assets of funds that have been liquidated between 12/21 and 6/24. Sources: Morningstar Direct; Sustainable Research and Analysis LLC…. Continue reading about Chart of the Week – July 8, 2024: Focused sustainable MMKT funds are disappearing while sustainable MMKT funds expand
Chart of the Week – July 1, 2024: Highest yielding sustainable investment funds
The Bottom Line: The top yielding sustainable investment funds, mutual funds and ETFs, recorded an average 12-month yield of 9.3% at the end of May. Notes of Explanation: Notes of explanation: Funds with multiple share classes are only listed once based on the highest yielding share class as of May 31, 2024. Sources: Morningstar Direct;… Continue reading about Chart of the Week – July 1, 2024: Highest yielding sustainable investment funds