Are emerging market debt funds poised for a turnaround?
The Bottom Line: Sustainable and conventional emerging market debt funds are turning in one of the worst years on record, but conditions may be improving. 0:00 / 0:00 Performance (TR) of sustainable emerging market debt funds: 12-M to October 31, 2022Notes of Explanation: BlackRock rebranded its two funds at the end of 2021. Templeton Sustainable… Continue reading about Are emerging market debt funds poised for a turnaround?
Who’s sustainable (ESG) opinion is it, anyway?
The Bottom Line: To ensure alignment with sustainable investing preferences, index fund investors should delve into the methodology used by index providers to construct benchmarks. 0:00 / 0:00 Leading providers of sustainable (ESG) securities market indices used in index funds Observations: Total US sustainable mutual fund and ETF assets under management as of October 31,… Continue reading about Who’s sustainable (ESG) opinion is it, anyway?
Sustainable ETF closures hit highest level in last four years
The Bottom Line: The ETF industry will experience the highest number of sustainable ETF closures, as so far in 2022 nine ETFs have been delisted. 0:00 / 0:00 Sustainable ETFs classified by fund net assets and number of funds in each asset categoryNotes of explanation: Sustainable ETF assets as of October 31, 2022 dimensioned by… Continue reading about Sustainable ETF closures hit highest level in last four years
Small-cap sustainable index funds outperformed actively managed counterparts
The Bottom Line: Recent outperformance of small-cap sustainable index funds versus actively managed sustainable counterparts influenced by their higher levels of exposure to value stocks. 0:00 / 0:00 ETF/Fund Name Tracking Index and ESG Integration Approach: Exclusions and Inclusion Practices Fund Size ($) Expense Ratio (%) iShares ESG Aware MSCI USA Small-Cap ETF MSCI USA… Continue reading about Small-cap sustainable index funds outperformed actively managed counterparts
Sustainable municipal bond fund investors stay firm
The Bottom Line: Sustainable municipal bond fund investors have taken notice of potential buying opportunities in municipal bonds and stayed firm even as returns plunged. 0:00 / 0:00 Notes of explanation: 12/31/2021 ETF assets exclude the Franklin Municipal Green Bond Fund that was rebranded and renamed in early May. Fund assets source: Morningstar Direct. Research:… Continue reading about Sustainable municipal bond fund investors stay firm
Target date funds suffer steep total return declines
The Bottom Line: Sustainable target date funds suffered steep total return declines to September 30, 2022, but more attractive valuations offer upside potential for long-term investors. 0:00 / 0:00 Investment Manager/Fund Fund Structure Start Year Assets ($M) Expense Ratios Sustainable Investment Strategy BlackRock Fund Advisors/ BlackRock LifePath ESG Index Fund Largely affiliated sustainable passively managed ETFs… Continue reading about Target date funds suffer steep total return declines
Sustainable fixed income ETFs gain assets
The Bottom Line: Facing strong headwinds, sustainable fixed income ETFs experienced net inflows on a year-to-date basis to September 30th while equity funds sustained outflows. 0:00 / 0:00 Sustainable fixed income ETFs: Top 5 ETFs based on assets gains and bottom 5 ETFs by assets declines year-to-date to September 30, 2022Notes of Explanation: *Index tracking… Continue reading about Sustainable fixed income ETFs gain assets
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… Continue reading about New fund launches in Q3 2022 include infrastructure options