Chart of the Week – November 18, 2024: Dow Jones Industrial Average reconstitution
The Bottom Line: The recent reconstitution of the Dow Jones Industrial Average (DJIA) with two substitutions leaves the benchmark’s Average ESG risk rating largely unchanged. Notes of explanation: ESG score of 3 =BB or Average, ESG score of 4=BBB or average, ESG Score of 5=A or average, ESG Score of 6=AA or Leader and ESG […]
Chart of the Week – November 11, 2024: Top performing sustainable funds-trailing 12-months
The Bottom Line: The average performance of the top ten performing focused sustainable funds over the trailing twelve months has exceeded the S&P 500 post-election. Notes of explanation: Notes of explanation: Funds listed in order of descending 12-month results. Included in top ten funds are only the top performing share class in the case of […]
Chart of the Week – November 4, 2024: Institutional investors in sustainable mutual funds
The Bottom Line: Institutional investors in focused sustainable mutual funds account for $142.9 billion in assets, or 57% of AUM, and have been more stable. Notes of explanation: Long-term sustainable fund assets exclude money market fund assets. Funds and share classes that pursue explicitly stated environmental or social mandates are estimated at about $100 billion. […]
Chart of the Week – October 21, 2024: Nuclear technologies for sustainable investors?
The Bottom Line: A dilemma for sustainable investors, recently surging nuclear technology companies represent a two-edged opportunity to invest in a source of clean energy. Notes of explanation: Constellation Energy Corp. (CEG), NuScale Power Corp. (SMR), Oklo Inc (OKLO), and S&P 500 SPY ETF. Sources: Yahoo Finance and Sustainable Research and Analysis LLC. Observations: • […]
Chart of the Week – October 14, 2024: Actively managed sustainable ETFs on the rise
The Bottom Line: Actively managed sustainable ETFs have also been gaining, even as higher priced active management fail, in most cases, to beat the market. Notes of explanation: The decline in the number of passive and actively managed ETFs funds is due to fund liquidations, most typically because funds fail to achieve scale to break […]
Chart of the Week – October 7, 2024: Largest sustainable municipal bond funds
The Bottom Line: Returns of sustainable municipal bond funds, a small $1.7 billion category with room to grow, rebounded from a poor 2024 first half. Notes of explanation: Notes of explanation: Top 10 municipal bond funds as of August 31, 2024. Returns are to August 31, 2024. Sources Morningstar Direct, fund prospectuses, Sustainable Research and […]
Chart of the Week – September 30, 2024: High yield sustainable bond funds
The Bottom Line: Sustainable high yield bonds funds have been a rewarding option for investors over the last twelve months on a risk adjusted basis. Notes of explanation: Taxable bond funds exclude municipal bond funds. Returns are to August 31, 2024. Average performance listed in order of 12-month returns to August 31, 2024. Sources Morningstar […]
Chart of the Week – September 23, 2024: Sustainable funds cash allocation
The Bottom Line: Actively managed sustainable US equity and international mutual funds and ETFs had been increasing their cash allocations during the last 18 months. Notes of explanation: All funds exclude money market mutual funds but include passively managed funds. Sustainable actively managed US equity and international mutual funds and ETFs, based on Morningstar classifications, […]