Legal action against DOL ESG rules and their potential impacts on DC plans
The Bottom Line: Legal action against DOL rules governing climate change and other ESG factors could slow near-term adoption but not affect their long-term uptake. 0:00 / 0:00 Listen to this article now Socially responsible funds offered and used, per Vanguard qualified plans 2022 surveyNotes of Explanation: Includes the offering and use of equity funds […]
On the 30th anniversary of ETFs, sustainable funds account for 1.4% share
The Bottom Line: On the 30th anniversary of ETFs, sustainable ETFs make up 1.4% of net assets but have the potential for continued rapid growth. 0:00 / 0:00 Listen to this article now Conventional ETFs versus sustainable ETFs: AUM and number of funds as of 12/31/2022Sources: Sources: AUM and number of funds: Morningstar Direct; sustainable […]
13 sustainable funds post positive returns in 2022
The Bottom Line: Only 13 sustainable funds (42 funds/share classes) posted positive rates of return for calendar 2022, led by energy transition thematic equity funds. 0:00 / 0:00 Listen to this article now Top 10 performing sustainable funds (mutual funds and ETFs) in 2022 Sources: Notes of Explanation: # Fund repositioned as of July 29, […]
SEC plans to finalize four sustainable investing and disclosure rules in 2023
The Bottom Line: The SEC will finalize rules in 2023 covering corporate climate disclosures, executive compensation proxy voting, sustainable fund classifications and fund naming conventions. SEC sustainable investing and corporate disclosure rulemaking agenda for 2023 0:00 / 0:00 Listen to this article now Sources: SEC; Sustainable Research and Analysis LLC. Observations: On January 4, 2023, […]
Sustainable mutual fund and ETF launches in 2022
The Bottom Line: Launches of sustainable mutual funds and ETFs in 2022 were dominated by actively managed portfolios investing in equities subject to higher expenses. 0:00 / 0:00 Listen to this article now Sustainable mutual funds and ETFs new listings: 2022Notes of Explanation: A total of 53 ETFs were launched in 2022 and 41 mutual […]
Sustainable bond funds post significant drops in 2022 but 2023 is expected to be brighter
The Bottom Line: Sustainable actively managed bond mutual funds and ETFs suffered a significant drop in 2022 but 2023 is projected to be much brighter. 0:00 / 0:00 Listen to this article now Performance of selected sustainable actively managed fixed income funds: Y-T-D and 12-MNotes of Explanation: Average Y-T-D and trailing 12-month total returns to […]
US large cap actively managed sustainable mutual funds likely to underperform in calendar year 2022
The Bottom Line: US large cap actively managed sustainable mutual funds are likely to underperform their conventional actively managed mutual fund counterparts in calendar 2022. 0:00 / 0:00 US large cap actively managed mutual funds: Allocation to value, blend and growth style factorsNotes of Explanation: Value, blend and growth styles apply to large cap stocks. […]
Economist article slams US sustainable funds: What are the facts?
The Bottom Line: According to the Economist magazine, dubious green funds are rampant in America but the article is misadvised regarding the sustainable funds market. 0:00 / 0:00 Growth in sustainable mutual funds and ETFs by assets: Dec 2019 – November 30, 2022Notes of Explanation: Data source: Morningstar Direct. Research by Sustainable Research and Analysis. […]