Sustainable Investing Growth–We’ve Made It!….or Have We?
The Bottom Line: In this, the first of two research papers, Michael Cosack and Henry Shilling examine the most recent growth trends in sustainable investing. Download
Developments in the US Sustainable Fund Marketplace-What the Future May Bring
Introduction: Continued, But Uneven Growth Sustainable investment funds(1) have been available to US retail and institutional investors for a number of years. Earlier versions principally relied upon exclusionary screening processes. This is changing as fund managers are placing more emphasis on sophisticated and multi-layered ESG-integration approaches. Overall, the number and types of sustainable funds on […]
Sustainable Investment Funds at June 30, 2019: Strategy Observations
Sustainable mutual funds and exchange traded funds (ETFs) Total net assets of sustainable mutual funds, ETFs and ETNs stood at $762.7 billion as of June 30, 2019, versus $86.1 billion as of June 30, 2014, or an increase of 785%. Since the start of the year, sustainable fund assets gained $372.2 billion, or an increase […]
Watch Listing Sustainable Investment Managers and Funds
Defining the Watch Status of Sustainable Funds – Some Added Consideration As interest in sustainable funds grows, attention is increasingly focusing on ESG portfolio management approaches, policies and guidelines. Much of this attention is on clarifying the standards and metrics used by managers to evaluate the ESG quality and related risks of fund investments. This […]
Adoption of ESG Integration Practices and Shareholder Approval
About a year after closing on the acquisition of Pioneer Investments by Amundi Asset Management, the combined Amundi Pioneer Asset Management entity in the US amended the prospectuses of two of its leading funds as of July 1, 2018 to provide for the expansion of factors used in the selection of investments for the $5 […]
BlackRock Lowers Fees on Three Equity ESG Exchange Traded Funds (ETFs)
In a filing with the Securities & Exchange Commission as of August 4, 2017 BlackRock Fund Advisors recorded substantial reductions in the expense ratios applicable to two international equity oriented ESG Exchange Traded Funds. These ETFs included the iShares MSCI EAFE ESG Optimized ESG ETF (ESGD) and the iShares MSCI EM ESG Optimized ETF (ESGE) […]