Chart of the Week – June 3, 2024: Drought in sustainable investment fund formations
The Bottom Line: The drought in sustainable investment fund launches continued through May, during which there were no new listings of mutual funds or ETFs. Notes of Explanation: Number of mutual fund launches excludes share class introductions. Morningstar Direct; Sustainable Research and Analysis LLC. Observations: The drought in focused sustainable investment fund launches continued through… Continue reading about Chart of the Week – June 3, 2024: Drought in sustainable investment fund formations
Chart of the Week – May 27, 2024: Smallest sustainable funds
The Bottom Line: Small sustainable fund firms may introduce unique or innovative investment opportunities, but investors should exercise caution when considering making investments in them. Notes of Explanation: Fund firms listed in descending order based on total net assets as of April 30, 2024. Sources: Morningstar Direct; Sustainable Research and Analysis LLC. Observations: Management of… Continue reading about Chart of the Week – May 27, 2024: Smallest sustainable funds
Chart of the Week – May 20, 2024: Largest sustainable investment funds
The Bottom Line: With one exception, the composition of the top ten sustainable investment funds by assets under management remains unchanged so far this year. Notes of Explanation: # Index fund. Total net assets as of April 30, 2024. Sources: Morningstar Direct; Sustainable Research and Analysis LLC. Ten largest sustainable mutual funds and ETFs The… Continue reading about Chart of the Week – May 20, 2024: Largest sustainable investment funds
Chart of the Week – May 13, 2024: April performance of sustainable funds
The Bottom Line: Sustainable funds posted an average -3.2% in April, while the leading Commodity Funds category added 7.2% and the lagging category dropped 58.9%. Notes of explanation: Notes of Explanation: Sustainable funds fall into one of 75 fund categories, as determined by Morningstar Direct. Returns are the average returns for each category for April… Continue reading about Chart of the Week – May 13, 2024: April performance of sustainable funds
Chart of the Week – May 6, 2024: Global sustainable ETFs
The Bottom Line: Sustainable ETFs listed across the globe in 23 jurisdictions with $US3.9 trillion in assets under management are dominated by 10 management firms. Notes of explanation: Assets under management denominated in US dollars as of early May 2024. All Other includes Netherlands, Switzerland, Japan, Mexico, Singapore, South Korea, HK, New Zealand, South Africa,… Continue reading about Chart of the Week – May 6, 2024: Global sustainable ETFs
Chart of the Week – April 29, 2024
The Bottom Line: While divestment approaches have an important symbolic meaning and serve as a signaling mechanism, the financial impact on companies is likely limited. Notes of explanation: *Indicates no divestment of fossil fuel companies. Source: UB University Business, 2/15/2024, based on a report published by the National Association of College and University Business Officers… Continue reading about Chart of the Week – April 29, 2024
Chart of the Week – April 22, 2024
The Bottom Line: Returns from sustainable and conventional bond funds have been disappointing, but investing opportunities are available and improvements may come later this year. Notes of explanation: Performance of sustainable bond fund categories, 19 in total, listed in order of first quarter 2024 average total returns. Quartile rankings are based on Q1 2024 results…. Continue reading about Chart of the Week – April 22, 2024
Chart of the Week – April 15, 2024
The Bottom Line: Natural Resources funds, one of 75 fund categories, posted the fifth best average return in March, but results vary by fund mandate. Notes of explanation: Funds listed in order of total return performance posted in March 2024. For mutual funds with multiple share classes, only the top performing share class is listed…. Continue reading about Chart of the Week – April 15, 2024