Sustainable Investing Opinion Briefs: October 15 – October 31, 2018
October 31, 2018 – The Forum for Sustainable and Responsible Investment (USSIF) released its 2018 Biennial Foundation’s “Report On US Sustainable, Responsible and Impact Investing Trends.” The Report, based on data collected and analyzed through the beginning of 2018, disclosed that assets linked to sustainable, responsible and impact investing (SRI) strategies have reached $12.0 trillion, […]
Sustainable Investing Alerts: October 1 – October 15, 2018
Oct. 10, 2018 DUE DILIGENCE Alert: MODERATE COMPETITIVE Alert: 3 Event: Calvert expands its ESG research team. Briefing Point(s): i) Calvert has added four new senior ESG specialists to its research team, which is headed by Director of ESG Research Jessica Milano, ii) Three of the new hires come from US Federal Agencies including: the […]
Sustainable Investing Opinion Briefs: September 16 – September 30, 2018
Sept. 29. 2018 – A UBS Investor Watch survey report covering more than 5,300 investors in 10 markets finds that for many investors there is “no trade-off between personal values and returns.” However, “return expectations vary significantly” across countries. Overall, 50% of respondents, on average, expect sustainable investments to outperform. The US is at the […]
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 […]
Sustainable Investing Opinion Briefs: September 1, 2018 – September 15, 2018
Sept. 13, 2018 – According to Kate Beioley’s article in the Financial Times entitled “Robo advisors short circuit over ethical investors” a rift is emerging between rival robo-advisors in the UK over the suitability of ready-made ethical investment portfolios. According to the article, several platforms are arguing that the market is not mature enough to […]
Sustainable Investing Opinion Briefs: August 15, 2018 – August 31, 2018
August 29, 2018 – A survey by Chas. Schwab finds that the majority (more than 75%) of retail ETF investors “would invest more in SRI strategies” if funds were offered that “reflected the issues that are more important” to them. A similar sentiment is expressed by the survey’s respondents regarding SRI funds offered through brokerage […]
Sustainable Funds Reporting Spotlight-August 2018
Fund Name: Putnam Sustainable Future Fund (Formerly Putnam Multi-Cap Value Fund) Investment Management Firm: Putnam Investment Management Annual Report: May 1, 2017 – April 30, 2018, filed June 29, 2018 Sustainable Research and Analysis Observations: Effective March 21, 2018, the Putnam Multi-Cap Value Fund changed its name to the Putnam Sustainable Future Fund. While the […]
Sustainable Investing Opinion Briefs: July 31, 2018 – August 15, 2018
August 13, 2018 – Aon plc has introduced a new ESG manager rating scheme. The system, which rates managers on a 1 to 4 scale, is designed to evaluate how well managers integrate ESG factors into their investment processes. The ratings are based upon qualitative factors including a manager’s “responsible investment-related policies and procedures.” It […]