Sustainable Investing Opinion Briefs: June 2019
Opinion Briefs Coverage: Opinions cover topics ranging from hedge fund ESG practices, greenwashing, WSJ Future of Finance social investing apps, ESG sub-adviser due diligence, PE firms attracted to companies with poor ESG records and Carnival Corp. (CCL) poor governance and environmental conduct. June 18, 2019 – While alternative (“hedge”) funds continue to lag mutual funds… Continue reading about Sustainable Investing Opinion Briefs: June 2019
Sustainable Funds Cash Flows Summary Report: May 2019
Assets attributable to sustainable funds decline by $20.7 billion, ending May at $710.6 billion in assets under management After six consecutive months of posting asset gains, sustainable funds, including mutual funds, ETFs and ETNs, registered a net decline of $20.7 billion in assets under management, or -2.8%, to end May 31, 2019 with $710.6 billion… Continue reading about Sustainable Funds Cash Flows Summary Report: May 2019
Sustainable Investing Opinion Briefs: May 2019
May 29, 2019 – According to a paper by Dutch asset manager Rebeco, investment strategies that use exclusion as their primary investment screening “tool, are not sustainable”. As reported in Expert Investor by Joe McGrath, Rebeco’s head of ESG (Masja Zandbergen) addressed the issue of “greenwashing” by further suggests that “investing in” lower quality ESG… Continue reading about Sustainable Investing Opinion Briefs: May 2019
BlackRock’s Physical Climate Risk Modeling Shows Such Risks Not Adequately Priced
BlackRock collaborated with Rhodium Group leveraged the latest climate research to model the severity, dispersion and trajectory of climate-related physical risks and help assess whether such risks are adequately priced by markets In April BlackRock Investment Institute published a research article entitled Getting physical Scenario analysis for assessing climate-related risks in which the firm set… Continue reading about BlackRock’s Physical Climate Risk Modeling Shows Such Risks Not Adequately Priced
Sustainable Funds Monthly Cash Flows Summary Report: April 2019
SRI funds add $106 billion and end April with $733.5 billion in assets under management For the sixth consecutive month, sustainable funds, including mutual funds, ETFs and ETNs, registered another monthly all-time high of $733.5 billion in assets under management as of April 30, 2019. A total of $106.0 billion in net assets were added… Continue reading about Sustainable Funds Monthly Cash Flows Summary Report: April 2019
Monthly Sustainable Mutual Funds Cash Flows: March 2019
Sustainable funds pierce through half trillion for the first time and reach new high of $627 billion, benefiting from a large number of fund re-brandings and capital appreciation in March For the sixth consecutive month, sustainable funds, including mutual funds, ETFs and ETNs, registered another monthly all-time high of $627.5 billion in assets under management… Continue reading about Monthly Sustainable Mutual Funds Cash Flows: March 2019
President Trump Executive Order and Senate Committee Hearing Strike Against ESG Integration
Introduction and Summary Two recent strikes against ESG integration and complementary proxy voting actions, demonstrated by a provision in the April 10, 2019 Executive Order signed by President Trump on Promoting Energy Infrastructure and Economic Growth that calls for a Department of Labor (DOL) review of ESG practices as well as a previous week’s hearing… Continue reading about President Trump Executive Order and Senate Committee Hearing Strike Against ESG Integration
Challenges Remain but 401(k) Plans Make Some Progress in Adding Sustainable Fund Choices
Adding sustainable fund options can have positive impacts but various issues could continue to restrict uptake While not the first to deal with this subject, an article in the March 18, 2019 issue of InvestmentNews makes the case that even as demand for socially conscious investment products has never been greater “when it comes to… Continue reading about Challenges Remain but 401(k) Plans Make Some Progress in Adding Sustainable Fund Choices