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
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… Continue reading about Performance advantage of ESG screened indices is narrowing
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… Continue reading about Recent developments impacting ESG strategies
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… Continue reading about Shelter from the storm with sustainable money funds