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… Continue reading about Launches of sustainable funds register strong Q4 and full year 2021
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… Continue reading about Sustainable infrastructure funds are coming to market
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…. Continue reading about Five sustainable ETFs launched in July 2021-all equity
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… Continue reading about Sustainable municipal ETFs, all actively managed, still small but growing
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… Continue reading about Sustainable real estate funds not fully recovered but category has expanded
Sustainable funds segment remains concentrated but number of firms expected to ratchet up
The Bottom Line: The sustainable funds segment is highly concentrated with 20 of 179 firms managing 91.5% of assets. Expansion in number of firms expected. [ihc-hide-content ihc_mb_type=”show” ihc_mb_who=”reg” ihc_mb_template=”4″ ]
Sustainable Municipal Bond Funds Expand Rapidly in 2019
Municipal bond funds that have adopted sustainable investing strategies grew significantly since the start of 2019 The volume of fund re-brandings during 2019 and, in particular, in the month of October, has brought about a transformation in the profile of assets attributable to sustainable funds(1), including mutual funds and ETFs. This has been especially notable… Continue reading about Sustainable Municipal Bond Funds Expand Rapidly in 2019
Sustainable Funds Focus: Alternative Investment Funds
Alternative Investment Funds: A small category that grew rapidly through re-brandings Alternative sustainable investment funds represent a small category within the sustainable funds universe, comprised of 13 mutual funds (no ETFs), 50 share classes in total offered by 10 firms and managing $9.1 billion in assets of June 2019 largely sourced from institutional investors that… Continue reading about Sustainable Funds Focus: Alternative Investment Funds