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Sustainable Portfolios Performance Summary: March 2018

Summary The S&P 500 Index posted its second consecutive monthly decline in March, giving up -2.54% as volatility prevails in the light of shifting investor sentiments. Sustainable equity funds, as measured by the SUSTAIN Equity Fund Index, outperformed the S&P 500 benchmark by 54 basis points (bps). Sustainable model portfolios post declines but outperform their…

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Summary

  • The S&P 500 Index posted its second consecutive monthly decline in March, giving up -2.54% as volatility prevails in the light of shifting investor sentiments.
  • Sustainable equity funds, as measured by the SUSTAIN Equity Fund Index, outperformed the S&P 500 benchmark by 54 basis points (bps).
  • Sustainable model portfolios post declines but outperform their corresponding non-sustainability oriented indexes.
  • Sustainable funds close March at $272.0 billion managed across 909 mutual funds and exchange traded funds (ETFs), adding $9.7 billion versus February as two fund groups repurpose existing funds by formally adopting ESG criteria.

 

SUSTAIN Equity Fund Index Outperforms by 54 bps; S&P 500 Index Posts its Second Consecutive Monthly Decline in March, Giving Up -2.54%, as Volatility Prevails

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Research and analysis to keep sustainable investors up to-date on a broad range of topics that include trends and developments in sustainable investing and sustainable finance, regulatory updates, performance results and considerations, investing through index funds and actively managed portfolios, asset allocation updates, expenses, ESG ratings and data, company and product news, green, social and sustainable bonds, green bond funds as well as reporting and disclosure practices, to name just a few.

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