Sustainable Funds Monitor
A timely monthly snapshot of trends and developments in the sustainable investing market segment as seen through the lens of mutual funds and ETFs. The Monitor tracks total net assets trends, new fund launches and fund closures, sustainable bond issuances and the performance results of selected sustainable indices versus conventional benchmarks. Published monthly, the Sustainable Funds Monitor is usually available within ten days following the month’s end.sustainableinvest.com
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Sustainable Funds Monitor is premium content intended to inform sustainable investors, the investment decision makers of financial intermediaries, asset owners, such as endowments. foundations, and pension funds, distributors, wealth management platforms, robo-advisors, family offices as well as other investment stakeholders.
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The Bottom Line: Sustainable funds gave up assets in March while green bonds flourished. Relative performance results lagged, and fund launches continue to cool off.
Sources: Morningstar Direct, Bloomberg, MSCI, Bank of America and Sustainable Research and Analysis.
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The Bottom Line: Sustainable funds added net assets in February while green bonds flourished. Relative performance results lagged, and fund launches were missing in action.
Sources: Morningstar Direct, Bloomberg, MSCI, Bank of America and Sustainable Research and Analysis.
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The Bottom Line: Long-term fund assets gained due to market appreciation, new fund formations decelerated, sustainable bonds and the performance of selected ESG indices lagged.
Sources: Morningstar Direct, Bloomberg, MSCI, Bank of America and Sustainable Research and Analysis.
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The Bottom Line: Fund assets added $22 billion in November from market appreciation, relative ESG performance was mixed and fund launches continued to trend lower.
Sources: Morningstar Direct, Bloomberg, MSCI and Sustainable Research and Analysis.
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The Bottom Line: Sustainable fund assets declined by $9.3 billion in October, relative ESG performance was positive, but fund launches and sustainable bond issuances lagged.
Sources: Morningstar Direct, Bloomberg, MSCI and Sustainable Research and Analysis.
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The Bottom Line: Assets attributable to sustainable mutual funds and ETFs declined to $315.6 billion in September, during which time performance and fund launches lagged.
Sources: Morningstar Direct, Bloomberg, MSCI and Sustainable Research and Analysis
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The Bottom Line: Sustainable funds’ net assets benefited from positive flows, new fund launches held up relative to 2022 while ESG fund indices lagged again.
Sources: Morningstar Direct, Bloomberg, MSCI and Sustainable Research and Analysis
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The Bottom Line: New sustainable fund listings ticked up as well as green and social bonds and fund net assets while relative performance results lagged.
Sources: Morningstar Direct, Bloomberg and Sustainable Research and Analysis
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The Bottom Line: Relative performance results lagged again this month, as did fund formations and quarterly sustainable bond issuances, but sustainable mutual funds gained assets.
Sources: Morningstar Direct, Bloomberg and Sustainable Research and Analysis
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The Bottom Line: Notwithstanding a severe market downturn at the end of February, sustainable MFs and ETFs added $4.8 billion to end at $1.871 trillion.
The Sustainable Funds Monitor provides a timely monthly snapshot of trends and developments affecting the sustainable investing market segment as seen through the lens of mutual funds and ETFs. The Monitor tracks total net assets, fund flows, fund re-brandings, new fund firms, new fund launches and fund closures. FEBRUARY HIGHILIGHT: Notwithstanding a severe market downturn at the end of February that led to an S&P 500 decline of -8.23% and a Bloomberg Barclays US Aggregate Bond Index increase of 1.8% as investors shifted to bonds for safety, sustainable mutual funds and ETFs added $4.8 billion, the smallest 0.3% increase since the start of 2019, to close the month at yet another new high of $1.871 trillion.
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The Sustainable Funds Monitor provides a timely monthly snapshot of trends and developments affecting the sustainable investing market segment as seen through the lens of mutual funds and ETFs. The Monitor tracks total net assets, fund flows, fund re-brandings, new fund firms, new fund launches and fund closures. JANUARY HIGHLIGHT: Assets reach new all-time high of $1.87 trillion due to re-brandings that offset fund outflows (-$59.2 billion) and negative market movement ($-5.01 billion).
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The Sustainable Funds Monitor provides a timely monthly snapshot of trends and developments affecting
the sustainable investing market segment as seen through the lens of mutual funds and ETFs. The
Monitor tracks total net assets, fund flows, fund re-brandings, new fund firms, new fund launches and
Fund closures. DECEMBER HIGHLIGHT: Assets reach new all-time high of $1.6 trillion.
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