New fund launches in Q3 2022 include infrastructure options
The Bottom Line: Smallest number of funds launched in Q3 2022, but new launches include two sustainable infrastructure funds using different approaches to qualifying companies. 0:00 / 0:00 Quarterly # of mutual funds and ETFs launched between Jan. 1, 2022 – Sept. 30, 2022Notes of Explanation: New mutual funds data excludes the addition of share […]
Performance advantage of ESG screened indices is narrowing
The Bottom Line: Long-term performance through September continues to support portfolios informed by or indexed to ESG screened international benchmarks, however, their advantage is narrowing. 0:00 / 0:00 Intermediate-to-long-term performance differential: Selected ESG screened indices vs. conventional indices: Trailing 3, 5 and 10-years to September 30, 2022Notes of Explanation: The six MSCI ESG indices include […]
Recent developments impacting ESG strategies
The Bottom Line: Dow Jones survey reports that recent developments like the pandemic, the Ukraine conflict and the energy crisis are influencing sustainable investing practices. 0:00 / 0:00 Developments impacting the strategic thinking of senior managers around ESG strategies Notes of Explanation: Dow Jones collaborated with Coleman Parkes, a B2B market research specialist, to conduct […]
Shelter from the storm with sustainable money funds
The Bottom Line: Money market funds are benefiting from rising interest rates and offer investors a safe haven from declines in stock and bond prices. Total return performance of leading sustainable money market funds: 1- and 12-monthsNotes of Explanation: Total return performance arrayed based on trailing 12-month results through August 31, 2022, posted by the […]
Actively managed ETF launches tick up even during period of underperformance
The Bottom Line: Even as the majority of US and international equity managers continue to underperform, new launches of actively managed sustainable ETFs tick up. Observations According to the just released S&P Dow Jones Indices SPIVA report¹ that measures the performance of actively managed funds against their relevant S&P index benchmarks, 49% of actively managed […]
Clean energy ETFs diverge in August
The Bottom Line: Divergence in the August 2022 performance of the top and bottom clean energy funds due to foreign holdings reinforces benefits of diversification. Divergence in performance of top and bottom 10 performing ETFs in August 2022 Observations: With two exceptions, the top sustainable ETF performers in August 2022 were focused on clean energy. […]
Renewable and clean energy funds led in July and should benefit from IRA
The Bottom Line: Renewable and clean energy mutual funds and ETFs, performance leaders in July, should benefit from the just enacted Inflation Reduction Act (IRA). Performance of the top 10 mutual funds and ETFs: July 2022 and trailing 12-months (12-M)Notes of Explanation: *Name change from iClima Distributed Smart Energy ETF effective as of August 9, […]
Sustainable US equity funds outperform in July 2022
The Bottom Line: Sustainable actively managed US equity mutual funds and ETFs generated better average performance results in July relative to their conventional fund counterparts. Average performance of actively managed sustainable diversified US equity funds versus conventional funds: July 2022, Y-T-D and trailing 12-months to July 31, 2022Note of Explanation: Sustainable US equity funds, both […]