September commentary: Green bond funds
The Bottom Line: Green investment funds gained only $7.5 million while green bonds scored big by adding $72.3 billion and pushing volume to $349.5 billion. Summary Assets of seven green funds, including five mutual funds and two ETFs, gained a modest $7.5 million, or 1%, in September, to end the month at $1.43 billion in… Continue reading about September commentary: Green bond funds
24 sustainable funds launched in September
The Bottom Line: Sustainable investing practices of new fund launches are increasingly broader and more varied while outcomes are likely more difficult to tease out. 24 sustainable funds, including mutual funds and ETFs launched in September 24 new sustainable investment funds, mutual funds and ETFs, including one ETN, were launched in September¹, adding $718.4 million… Continue reading about 24 sustainable funds launched in September
Seven new sustainable funds added in August
Bottom Line: Investors gained five thematic funds with a key focus on the environment and decarbonization, but other more seasoned lower cost options are available. Summary and observations Seven new sustainable investment funds¹, including five actively managed ETFs and two mutual funds were launched in August and at least 29 new sustainable ETFs as well… Continue reading about Seven new sustainable funds added in August
August commentary: Green bond funds
The Bottom Line: Green investment funds continue to gain assets and also potentially two new green bond ETF entrants that will add to investor choices. Summary Green bond mutual funds and ETFs gained $53.2 million in net assets to end the month of August at $1,418.8 million–the highest level for this themed fund segment since… Continue reading about August commentary: Green bond funds
DWS Group being investigated for its sustainable investing management practices
The Bottom Line: DWS is under investigation by various regulatory bodies regarding its ESG investing practices but investors in various ESG funds should exercise restraint. DWS Group is under investigation by the Securities and Exchange Commission (SEC), federal prosecutors and BaFin regarding its ESG investing practices but investors in various ESG funds should exercise restraint… Continue reading about DWS Group being investigated for its sustainable investing management practices
ETF expense ratios for sustainable index funds are on the rise
The Bottom Line: With index tracking sustainable ETF expense ratios rising, investors should closely scrutinize fund expenses and seek alternative lower cost funds if possible. Introduction and summary Expense ratios applicable to passively managed sustainable ETFs launched this year have been on the rise. Based on data applicable to 33 new sustainable ETFs listed this… Continue reading about ETF expense ratios for sustainable index funds are on the rise
Sustainable Investment Funds Related Events: April 2020
The Bottom Line: Sixteen events of note were identified for the month of April 2020, including eight, or 50%, involving newly introduced sustainable fund products. Events Summary Sixteen events were identified in April 2020 including the following: Eight firms launched new funds; 3 of these were US-based and 5 were non-US based. The remaining eight… Continue reading about Sustainable Investment Funds Related Events: April 2020
Sustainable (SUSTAIN) Equity and Bond Fund Indexes Explained
Sustainable (SUSTAIN) Large Cap Equity Fund Index Explained The index, which was initiated as of June 30, 2017 with data back to December 31, 2016, tracks the total return performance of the ten largest actively managed large cap domestic equity mutual funds that employ a sustainable investing strategy beyond absolute reliance on exclusionary practices for… Continue reading about Sustainable (SUSTAIN) Equity and Bond Fund Indexes Explained