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.
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 […]
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 […]
Sustainable municipal bond funds expand in number; options still limited
The uptick in the importance of energy and environmental concerns disclosed in the latest National League of Cities (NLC) State of the Cities Report used as jumping off point to highlight expansion in sustainable municipal bond offerings The National League of Cities (NLC) State of the Cities Report issued on May 23, 2019 spotlights the […]
The Changing Profile of Sustainable Fixed Income Funds
Summary/Introduction In the last four years or so, sustainable bond mutual funds nearly tripled in number and experienced an expansion in assets from $10.3 billion to $27.6 billion, or an increase of 167%. In addition 14 fixed income sustainable exchange-traded funds (ETFs) with another $1.2 billion in assets are now listed and available[1]. These ETFs […]
Sustainable Investment Funds Review – Assets Under Management Achieved Limited Gains in 2017
During a year when a number of high profile environmental, social and governance (ESG) related events unfolded, sustainable funds[i] assets under management in the US, including mutual funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs) achieved limited gains. Net inflows, including new fund launches, are estimated at $2.9 billion or an increase of 1.5% relative to 2016. While […]
Sustainable Fixed Income Mutual Funds Expanding With New Managers and Offerings
Introduction and Summary Over the course of the previous two calendar years, the greatest number of sustainable fixed income or bond mutual funds and share classes, a total of 26, were added to an already existing stable of sustainable bond offerings the first of which was introduced as early as 1982. Based on the number […]