Addressing ESG-related SEC charges against adviser
The Bottom Line: Actions that investors and advisors should consider if a relevant enforcement action is brought by the SEC against an ESG fund adviser. Latest SEC action against a fund manager making misleading ESG-related statements in various client communications and marketing materials On November 8, 2024, the U.S. Securities and Exchange Commission (SEC) […]
Sustainable ultra-short bond funds
The Bottom Line: Sustainable ultra-short bond funds can serve to offset the expected lower income from money funds by offering a modestly higher yielding alternative. Short-term interest rates are declining after two interest rate cuts so far this year The Federal Reserve’s quarter-point interest rate cut this week and the September 18, 2024 larger than […]
Sustainable Investing Monitor-October 1, 2024
The Bottom Line: Sustainable fund assets expanded due to capital appreciation, fund launches remain moribund, sustainable bond volume dips and ESG indices reflected mixed results. Long-Term Net Assets: Sustainable Mutual Funds and ETFs Focused sustainable long-term fund assets under management attributable to mutual funds and ETFs (excluding money market funds), 1,412 funds/share classes in total […]
Sustainable Investing Monitor-September 1, 2024
The Bottom Line: Sustainable fund assets expanded with the benefit of capital appreciation, fund launches remained anemic while the relative performance of ESG indices rebounded. Long-Term Net Assets: Sustainable Mutual Funds and ETFs Focused sustainable long-term fund assets under management attributable to mutual funds and ETFs (excluding money market funds), 1,433 funds/share classes in total, […]
Sustainable Investing Trends Monitor-August 1, 2024
The Bottom Line: Sustainable fund assets expanded modestly with outflows, sustainable bond issuance declined in Q2, selected ESG indices underperformed, and fund launches remained anemic.
Performance wrap-up – June 2024
The Bottom Line: Sustainable investment funds registered a modest 0.47% average gain in June, following a strong 3.8% May increase, supported by stocks and bonds. The S&P 500 continued to register gains in June, rising 3.6% Fueled by enthusiasm for AI and expected interest-rate cuts before the end of the year in the light of […]
Sustainable Investing Monitor-July 1, 2024
The Bottom Line: Sustainable fund assets expanded modestly, sustainable bond issuance remains strong, ESG relative performance results were positive, but fund launches were still anemic.
Sustainable Investing Monitor-June 1, 2024
The Bottom Line: Sustainable fund assets expanded due to market, social bond issuance was strong, ESG relative performance results were positive, but fund launches suffered.