Sustainable Investing Monitor-January 1, 2025
The Bottom Line: Focused sustainable funds ended 2024 with $353.3 billion in assets, still off their high, due, in part, to outflows and listings drought. Long-Term Net Assets: Sustainable Mutual Funds and ETFs Focused sustainable long-term fund assets under management attributable to mutual funds and ETFs (excluding money market funds), a combined total of 1,383 […]
Sustainable Investing Monitor-December 1, 2024
The Bottom Line: Focused sustainable fund assets recorded their best monthly gain to-date, fund launches remained moribund and the relative performance of ESG indices improved. Long-Term Net Assets: Sustainable Mutual Funds and ETFs Focused sustainable long-term fund assets under management attributable to mutual funds and ETFs (excluding money market funds), 1,392 funds/share classes in total […]
Sustainable Investing Monitor-May 1, 2024
The Bottom Line: Sustainable funds gave up assets again in April while green bonds flourished. Relative performance results were mixed, and fund launches remained muted. Long-Term Net Assets: Sustainable Mutual Funds and ETFs Sustainable long-term fund assets under management attributable to mutual funds and ETFs, 1,506 funds/share classes (focused funds) in total, based on Morningstar […]
Sustainable Investing Monitor-April 1, 2024
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. Long-Term Net Assets: Sustainable Mutual Funds and ETFs Sustainable long-term fund assets under management attributable to mutual funds and ETFs, 1,527 funds/share classes in total, based on Morningstar classifications, closed […]
Sustainable Investing Monitor-March 1, 2024
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. Long-Term Net Assets: Sustainable Mutual Funds and ETFs Sustainable long-term fund assets under management attributable to mutual funds and ETFs, 1,537 funds/share classes in total, based on Morningstar classifications, closed […]
Sustainable Investing Monitor-February 1, 2024
The Bottom Line: Fund’s net assets declined in January, also recording positive relative performance, while new fund launches lagged and sustainable bonds gain in 2023. Long-Term Net Assets: Sustainable Mutual Funds and ETFs Long-terms sustainable fund assets under management attributable to mutual funds and ETFs, 1,551 funds/share classes in total based on Morningstar classifications, closed […]
Sustainable Investing Monitor-January 1, 2024
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. Long-Term Net Assets: Sustainable Mutual Funds and ETFs Sustainable long-term fund assets under management attributable to mutual funds and ETFs added $12.4 billion, or 4.2%, in net assets in December, […]
Sustainable Investing Monitor-December 2023
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. Net Assets: Sustainable Mutual Funds and ETFs Sustainable assets under management attributable to mutual funds and ETFs gained $22.0 billion in net assets in November, after sustaining drops for three […]