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
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… Continue reading about On the 30th anniversary of ETFs, sustainable funds account for 1.4% share
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,… Continue reading about 13 sustainable funds post positive returns in 2022
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,… Continue reading about SEC plans to finalize four sustainable investing and disclosure rules in 2023