Monthly Sustainable Cash Flows: November 2018
Sustainable funds close November with $312.5 billion in assets under management, adding $8.7 billion due to market movement and repurposed/reclassified funds[1] The net assets of the universe of sustainable funds registered a month-over-month increase to offset some of last month’s decline. The 1,130 sustainable funds ended the month of November with $312.5 billion in net […]
Monthly Sustainable Cash Flows: October 2018
Sustainable funds close October at $302.4 billion, giving up $19.5 billion due largely to market declines[1] For only the second time so far this year, the total net assets of the universe of sustainable funds, including mutual funds, ETFs and ETNs, registered a month-over-month decline. The 1,100 sustainable funds ended the month of October with […]
Monthly Sustainable Cash Flows: September 2018
Summary Sustainable funds close September having achieved another high point with $321.9 billion in assets under management, up $11.4 billion of which $10.99 billion, or 96%, is sourced to repurposed funds. Top 10 performing funds/share classes over the 12-months to September 30, 2018: Performance ranges from 25.99% to 228.44%. These funds vary in their approach […]
Monthly Sustainable Cash Flows: August 2018
Summary Sustainable funds closed August at $310.5 billion, up $6.5 billion of which $2.9 billion is sourced to market movement and $2.05 billion to net positive cash flows, for a combined total of $4.95 billion; repurposed funds added $1.54 billion. Sustainable funds registered an average gain of 2.14%, ranging from 17.17% to -3.87% while the […]
Monthly Sustainable Cash Flows: July 2018
Summary Sustainable funds close July at $303.9 billion, up $18.1 billion due to shift in funds and market appreciation, with net flows adding an estimated $917 million, or 0.32%. Sustainable funds register average gain of 2.14%, ranging from 17.17% to -3.87%. Market movement and repurposed funds contribute $17.2 billion in net assets. Pioneer Investments moves […]
Monthly Sustainable Cash Flows: April 2018
Monthly Sustainable Assets Under Management Reach $280.7 Billion Sustainable funds, including mutual funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs), a total of 956 funds/share classes, ended the month of April with $280.7 billion in assets under management (AUM). This represents an increase of $8,685 million or 3.2% relative to March 31, 2018 and a […]
Monthly Sustainable Cash Flows: May 2018
Sustainable Funds Close May at $283.9 Billion, Adding $3.3 Billion and Two New Funds The net assets of 965 sustainable funds and share classes, including 323 mutual funds, 71 exchange-traded funds (ETFs) and one exchange-traded note (ETN), ended the month of May at $283.9 billion versus $280.7 billion at the end of April, representing an […]
Monthly Sustainable Cash Flows: June 2018
Sustainable Funds End June at $285.9 Billion, Adding $1.9 Billion but Experiencing an Estimated $375.2 Million in Net Outflows The net assets of 1,025 sustainable funds, including mutual funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs), ended the month of June with $285.9 billion in assets versus $283.9 billion at the end of May. Net […]