Franklin Resources completes acquisition of Putnam Investments
The Bottom Line: Investors in Putnam’s 17 sustainable funds are guided to stay the course but monitor post transaction developments before making any investment changes. Top ten managers of sustainable funds and their assets under management at the start 2024 Notes of Explanation: # of funds refers to funds and share classes. Data as of […]
Interest in sustainable investing not diminishing
The Bottom Line: The campaign against ESG considerations by investment managers and investors shows no evidence so far that interest in sustainable investing is diminishing. Sustainable mutual funds and ETFs net assets: December 2022 – April 30, 2023 Sources: Morningstar Direct and Sustainable Research and Analysis LLC Observations: The continuing campaign against the use of […]
Sustainable high yield funds add to investing options
The Bottom Line: An expanding universe of sustainable high yield funds adds to investor options but sustainable strategies can be nuanced and challenging to compare. Expanding universe of sustainable high yield funds adds to investor options Sustainable mutual funds and ETFs across all asset classes ranging from money market funds to equity funds turned in […]
Launches of sustainable funds register strong Q4 and full year 2021
The Bottom Line: After 133 funds launched last year, 2022 promises growth for sustainable investing. New funds expand investor options, with more innovation to come. Launches of sustainable funds will record another strong quarter and full calendar year 2021 With 10 fund launches in November, seven ETFs and three mutual funds, it looks like sustainable […]
Sustainable infrastructure funds are coming to market
The Bottom Line: Sustainable investors considering infrastructure funds on the back of the $1.2 trillion Infrastructure Investments and Jobs Act (BIF) should proceed with caution. Summary Sustainable investors considering investing in infrastructure funds on the back of the $1.2 trillion Infrastructure Investments and Jobs Act (BIF)signed into law by President Biden on November 15th, now […]
Five sustainable ETFs launched in July 2021-all equity
The Bottom Line: New sustainable ETFs are thematic, equity-oriented, actively and passively managed, each emphasizing direct or indirect environmental considerations, subject to higher expense ratios. Summary Five new thematic actively and passively managed equity-oriented ETFs were launched in July 2021, each one emphasizing direct or indirect environmental considerations, either entirely or partially across their portfolios. […]
Sustainable municipal ETFs, all actively managed, still small but growing
The Bottom Line: Sustainable municipal ETFs, a small investment category, reached over $1.0 billion in October having expanded by $262.9 million over the trailing three-months. A small category, sustainable municipal ETFs reach over $1.0 billion in October Overall, 141 sustainable ETFs with $70.0 billion in assets were on offer in the US at the end […]
Sustainable real estate funds not fully recovered but category has expanded
The Bottom Line: Sustainable real estate funds still not fully recovered from severe declines during Q1 of 2020, but category expanded, led by ESG Integration. Sustainable real estate funds have still not fully recovered from the severe declines experienced during the first quarter of the year, but category, led by ESG Integration, has expanded Sustainable […]