Recent Coverage Focused on Three Widely Held Firms Offers Investors Insights into Sustainable Strategies

Amazon, General Electric and Wells Fargo Attract Negative Coverage Recently and Challenge Sustainable Investors Last weekend three prominent publicly listed companies, Amazon.com, Inc. (AMZN), General Electric Company (GE), and Wells Fargo & Company (WFC), were the focus of negative articles in The Wall Street Journal as well as The New York Times. The coverage was… Continue reading about Recent Coverage Focused on Three Widely Held Firms Offers Investors Insights into Sustainable Strategies
401(k) Plans and Sustainable Investing: Long-Term Companions

Bloomberg Signs Principles for Responsible Investment (PRI) Last week, Bloomberg L.P., a privately held global information and technology company, announced that the firm, in its capacity as a US corporate retirement plan sponsor, was becoming a signatory to the Principles for Responsible Investment (PRI). The PRI, which was conceived in 2005 and launched by the… Continue reading about 401(k) Plans and Sustainable Investing: Long-Term Companions
Nuveen Launches First of its Kind U.S. Aggregate ESG Bond Exchange-Traded Fund (ETF)

ESG Bond ETF Also Has No Mutual Fund Counterpart in the Sustainable Investing Sphere At the beginning of October, Nuveen Fund Advisors, LLC, a unit of Teachers Insurance and Annuity Association of America (TIAA), announced the launch of NuShares ESG U.S. Aggregate Bond ETF (NUBD), an index tracking exchange-traded fund that seeks to replicate the… Continue reading about Nuveen Launches First of its Kind U.S. Aggregate ESG Bond Exchange-Traded Fund (ETF)
JPMorgan Municipal Income Fund (OTBAX)- New Sustainable Product

Assessment Low Conviction Synopsis As of February 28, 2017, the date of the fund’s updated prospectus, it was noted that this municipal bond fund now invests the majority of its assets in securities whose proceeds provide positive social or environmental benefits, including investments in green bonds. This was not previously the fund’s main… Continue reading about JPMorgan Municipal Income Fund (OTBAX)- New Sustainable Product
