Sustainable ETF launches in February continue slow 2021 start
The Bottom Line: Sustainable ETF launches in February continued the slow start to the year but 11 registration statements have been filed for new ETFs.
Goldman Sachs launches robo-advisor Marcus Invest with impact sleeve
The Bottom Line: Goldman Sachs makes news with two sustainable initiatives, the launch of robo-advisor Marcus Invest and issuance of an $800 million sustainability bond. Goldman Sachs makes news with sustainable initiatives Within the previous ten days or so, Goldman Sachs Group, Inc. made the news with two noteworthy sustainable initiatives, the launch of a […]
Actively managed sustainable ETFs continue to expand in January 2021
The Bottom Line: Actively managed sustainable ETFs continue to expand in number and assets, reaching 54 funds with $68.6 billion in net assets under management. Actively managed sustainable ETFs continue to expand in number and assets Three new SEC filings in January added to an expanding number of actively managed sustainable ETFs available to investors […]
Sage ESG Intermediate Credit ETF closing in December
The Bottom Line: The announced closing of the $7.9 Sage ESG Intermediate Credit ETF in December illustrates challenges faced by ESG funds to gain traction.
Fourth quarter 2020 will set new records for sustainable ETF launches
The Bottom Line: The soon to close fourth quarter 2020 will set new records for sustainable ETF launches with at least 18 new sustainable ETFs.
DFA launches first time actively managed ETFs with more on horizon
The Bottom Line: Dimensional Fund Advisors intends to convert six actively managed sustainable equity mutual funds with $26.1 billion into corresponding ETFs in early 2021. Dimensional Fund Advisors intends to convert six sustainable mutual funds into ETFs in early 2021 Dimensional Fund Advisors (DFA) announced the launch of two Equity ETFs on November 18, 2020. […]
Sustainable funds events and developments: October 2020
The Bottom Line: Sustainable funds related events or developments in October 2020 numbered 33, including two M&A transactions involving Eaton Vance and Truvalue Labs, Inc. October 2020 Events Summary During October 2020 we identified 33 sustainable fund related events or developments. These include the following: 18 events involved the launch of new US and non […]
Top robo-advisor platforms offer limited sustainable investing options
The Bottom Line: Five of the top 10 robo-advisor platforms per Barron’s recent rankings offering sustainable investing options but offerings vary by range and scope. Robo-advisor platforms offering sustainable investing options vary by range and scope Robo-advisors, the digital platforms that provide automated algorithm-driven financial planning services with little to no human supervision, have experienced […]