The Sustainable Index Corner: Alphabet, Inc. replaced Verizon in Dow Jones Industrial Average
The Sustainable Bottom Line: The average ESG Rating calculated for the Dow Jones Industrial Average doesn’t change following the addition of Alphabet, Inc., effective yesterday. Alphabet Inc. is replacing Verizon Communications as a constituent in the Dow Jones Industrial Average effective today, but its MSCI ESG Rating doesn’t change On June 23, 2026 S&P Dow… Continue reading about The Sustainable Index Corner: Alphabet, Inc. replaced Verizon in Dow Jones Industrial Average
Sustainable “impact” fund reporting practices
Sustainable funds meet the Names Rule: What to watch for as the June deadline lands
Taking account of an investment manager’s stewardship principles
The largest 50 focused long-term sustainable funds-March 31, 2025
Sustainable Bottom Line: The largest 50 focused sustainable funds represent a starting point for identifying and evaluating core candidates for building a diversified sustainable portfolio. The largest 50 focused sustainable funds span 17 investment categories and account for 66% of sustainable assets The largest 50 long-term sustainable investment funds, with $224.5 billion in assets under… Continue reading about The largest 50 focused long-term sustainable funds-March 31, 2025
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… Continue reading about Franklin Resources completes acquisition of Putnam Investments
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… Continue reading about Interest in sustainable investing not diminishing
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… Continue reading about Sustainable high yield funds add to investing options