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Ten Funds With a Conscience

TedTed
in Fund Discussions
FYI: Investing for good can also be a good investment. A number of the mutual funds that take environmental, social and corporate governance (ESG) into account when making investing decisions have proven to be stellar performers. Two of our top 10 ESG funds—selected using a formula that takes 1, 3 and 5-year total returns into account—beat the S&P 500 over all three periods. Investors are taking notice: Investments in these funds are up 33 percent in the U.S. since 2014, to $8.7 trillion. That’s 22 percent of all professionally managed U.S. assets. Harvard Management Co., which oversees Harvard University’s $36 billion endowment fund, recently announced plans to make sustainability the driving factor in selecting new investments for its natural resource portfolio.
Regards,
Ted
https://www.bloomberg.com/graphics/2017-ten-funds-with-a-conscience/

Comments

  • BobCBobC
    Ten? We track more than 170 funds in the SRI/ESG arena. There really is something for everyone, and more are being introduced every year.
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