Rough start to the year January 2022
The Bottom Line: January 2022 has been rough for both stocks, bonds and selected sustainable indices that continue offering value in the intermediate and long-term. Concerns about inflation, central bank tightening and tensions with Russia over Ukraine agitated markets in January and led to a sharp increase in volatility and negative results After delivering very… Continue reading about Rough start to the year January 2022
January commentary: green bond funds
The Bottom Line: Green bond funds, ending January with $1.44 billion, experienced monthly net outflows for the second consecutive month coincident with total return declines. Summary Green bond funds, including green bond mutual funds and green bond ETFs, experienced monthly net outflows for the second consecutive month coincident with total return declines. Net declines kicked… Continue reading about January commentary: green bond funds
Strong performance gains posted in 2021
The Bottom Line: Strong market gains in December accompanied by higher volatility; at the same time, selected sustainable indices continue to outperform in the intermediate-to-long-term. Strong gains in December accompanied by higher volatility Reversing November’s 0.69% decline, the S&P 500 Index gained 4.48% in December as markets quickly recovered in response to news reports from… Continue reading about Strong performance gains posted in 2021
Sustainable target date funds expand with new J. P. Morgan entry
The Bottom Line: J. P. Morgan’s sustainable target date SmartRetirement Fund expands to four the number and variety of available target date options for investors. J.P. Morgan is latest manager to move into the sustainable target date funds space J.P. Morgan Investment Management is the latest manager to move into the sustainable target date funds… Continue reading about Sustainable target date funds expand with new J. P. Morgan entry
Sustainable high yield funds add to investing options
The Bottom Line: An expanding universe of sustainable high yield funds adds to investor options but sustainable strategies can be nuanced and challenging to compare. Expanding universe of sustainable high yield funds adds to investor options Sustainable mutual funds and ETFs across all asset classes ranging from money market funds to equity funds turned in… Continue reading about Sustainable high yield funds add to investing options
December commentary: Green bond funds
The Bottom Line: December redemptions still place green bond funds at new 2021 high of almost $1.5 billion while absolute total return performance results disappoint. Summary Withdrawals by institutional investors led to a net $9.4 million decline in the assets of green bond funds in December, bringing year-end total net assets to $1,480.8 million. While… Continue reading about December commentary: Green bond funds
November commentary: Green bond funds
The Bottom Line: Green bond funds added $60.7 million in November while green bond issuance flagged as COP 26 concluded and Y-T-D volume reached record. Summary Green bond funds added $60.7 million in November, recovering from sluggish gains over the last two months, and ending the last month of the year at almost $1.5 billion… Continue reading about November commentary: Green bond funds
FSOC report addresses financial risks due to climate change
The bottom line: FSOC report acknowledges threat of climate change to financial stability and promulgates recommendations that should be beneficial to asset owners and investors. FSOC report issued last week, which recognizes the emerging threat of climate change, sets out specific recommendations on risk measurement, quantification and disclosures On October 21st the Financial Stability Oversight… Continue reading about FSOC report addresses financial risks due to climate change