Sustainable Investment Funds Assets Under Management Pass $1 Trillion
Assets attributable to sustainable funds exceed $1 trillion for first time as JPMorgan transforms sustainable investing landscape Sustainable investment funds[1], including mutual funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs), exceeded $1 trillion in assets under management for the first time in September, registering a gain of $372.4 billion, or an increase of 48.2%. Refer… Continue reading about Sustainable Investment Funds Assets Under Management Pass $1 Trillion
Sustainable Funds Cash Flows Summary: August 2019
Assets attributable to sustainable funds declined by $8.4 billion in August largely due to market movement Sustainable funds, including mutual funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs), registered a decline in the amount of $8.4 billion, or 1.1% to end the month of August at $772.7 billion. This was only the second time this… Continue reading about Sustainable Funds Cash Flows Summary: August 2019
SEC Issued Proxy Voting Guidance: Not Likely to Deter ESG Shareholder Proposals
Securities and Exchange Commission (SEC) issued interpretive guidance on an investment adviser’s fiduciary duties regarding proxy voting On August 21, by a vote of 3 to 2, the Securities and Exchange Commission (SEC) issued interpretive guidance on an investment adviser’s fiduciary duties with respect to voting of proxies for client accounts. Coincidently, the SEC guidance… Continue reading about SEC Issued Proxy Voting Guidance: Not Likely to Deter ESG Shareholder Proposals
Sustainable Investment Funds Cash Flows Summary: July 2019
Assets attributable to sustainable funds add another $18.4 billion end July at another new high level of $781.1 billion in assets under management Adding to June’s $52.08 billion in assets under management, sustainable funds, including mutual funds, ETFs and ETNs, registered a net increase of $18.4 billion in assets under management, or 2.4%. The increase… Continue reading about Sustainable Investment Funds Cash Flows Summary: July 2019
Sustainable Investing Opinion Briefs: July 2019
Opinion Briefs Coverage Opinions cover the following topics in descending date order: Possible disruption of ETFs by ESG, hedge funds ESG survey, exploring the question of what ESG investing really means, a critique of socially responsible investing and a rebuke of same, investing in thematic water-related funds, the US House Financial Services Committee July 10… Continue reading about Sustainable Investing Opinion Briefs: July 2019
Sustainable Funds Reporting Roundup: July 2019
The July edition excerpts 3/31/2019 and 4/30/2019 annual reports filed in June and July by VanEck Vectors Green Bond ETF, iShares MSCI KLD 400 Social ETF and Boston Common ESG Impact Funds, both US and International. The commentary appearing in this document offers excerpts taken from recently posted annual reports published by sustainable mutual funds… Continue reading about Sustainable Funds Reporting Roundup: July 2019
Sustainable Funds Cash Flows Summary: June 2019
Assets attributable to sustainable funds snap back, adding $52.1 billion to end June at a new high level of $762.7 billion in assets under management Reversing May’s $20.7 billion decline in assets under management, sustainable funds, including mutual funds, ETFs and ETNs, registered a net increase of $52.08 billion in assets under management, or 7.3%… Continue reading about Sustainable Funds Cash Flows Summary: June 2019
Environmental Rating System Proposal
Theresearch paper entitledEnvironmental Rating Systemby authors Praveen Varma, Mark Gold and Henry Shilling proposes a globally consistent environmental rating system in which public companies are rated based on the amount of unremedied pollution they produce.The objective of this rating system is to more fully account for externalities which are created when companies pass a portion… Continue reading about Environmental Rating System Proposal