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,… Continue reading about The three faces of sustainable assets under management in the US
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… Continue reading about Two reports on climate change issued last week are required reading
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… Continue reading about UBS acquires Credit Suisse and its funds
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… Continue reading about Sustainable ultra-short bond ETFs offer potential for higher returns
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… Continue reading about Outperforming large actively managed sustainable US equity funds
Actively managed funds continue to dominate January 2023 sustainable fund listings
The Bottom Line: The trend of launching actively managed ETFs continues into 2023 through January, subject to higher expense ratios and challenging record of underperformance. 0:00 / 0:00 Listen to this article now Mutual funds/share classes and ETFs launched in January 2023 Fund Firm Mutual Fund/ETF AUM (M)* Expense Ratio (%) Sustainable Investing Approach (Summary)… Continue reading about Actively managed funds continue to dominate January 2023 sustainable fund listings
At least 165 firms offer sustainable mutual funds and ETFs
The Bottom Line: Sustainable investors can choose from an increasing number of sustainable mutual funds/share classes and ETFs that are now offered by 165 firms. 0:00 / 0:00 Listen to this article now Ten largest management firms offering sustainable mutual funds and ETFsNotes of Explanation: Where applicable, assets of affiliated firms are consolidated. Assets as… Continue reading about At least 165 firms offer sustainable mutual funds and ETFs
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… Continue reading about Legal action against DOL ESG rules and their potential impacts on DC plans