Sustainable Investing Opinion Briefs – January 15, 2019
Opinions Briefs coverage: Moody’s Investors publication of a cross-sector rating methodology explaining the firm’s general principles for assessing ESG risks in credit analysis globally, a Barron’s article entitled “Forgive and Forget?” in which Lewis Braham poses the question: How long does it take to forgive a company for egregious behavior?, a regulation being proposed by […]
Sustainable Investing Opinion Briefs: December 31, 2018
December 18, 2018 – An article by Kelsey Piper in Vox entitled “impact investment” funds advertise great returns and social impacts. They aren’t delivering” makes the case that impact investing, which is also referred to as socially responsible investing, is probably not making the world better. According to Kelsey, “Impact investing” is built on a […]
Sustainable Investing Opinion Briefs – December 15, 2018
December 14, 2018 – Ted Knustson reported in Personal Finance on the December 13, 2018 meeting of the Securities and Exchange Commission (SEC) Investor Advisory Committee meeting that included a discussion with various invited industry representatives regarding disclosures on sustainability and environmental, social and governance (ESG) topics. While ESG investing goes mainstream and the focus […]
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 […]
Sustainable Investing Opinion Briefs: November 30, 2018
November 23, 2018 – A report from Cerulli Associates states that the “variety and scope of sustainable bond funds” are expected to “expand considerably” over the next 5 years. At present, most sustainable bond funds are focused on investment grade corporate debt. The report suggests that limited availability of sustainable sovereign and high yield bonds, […]
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 […]
Sustainable Investing Opinion Briefs: November 1 – November 15, 2018
November 8, 2018 – An editorial in the Wall Street Journal entitled “A Green Ballot Trouncing” posits that the mid-term elections held on November 6 highlighted “that more voters like Donald Trump’s policies than like him.” This was based on the voters’ embrace of Mr. Trump’s pro-growth energy positions expressed in the form of a […]