Highlights of the new Morgan Stanley report on ESG investing: In 2020: U.S. sustainable equity funds outperformed their traditional peer funds by a median total return of 4.3%. U.S. sustainable bond funds outperformed their traditional peer funds by a median total return of 0.9%. U.S. sustainable equity funds’ median downside deviation was 3.1% less than…
Tag: ESG funds
What Is ESG Investing? How Impact Investing Funds are Beating the Market
Nine of the biggest ESG mutual funds in the U.S. outperformed the Standard & Poor’s 500 Index last year, and seven of them beat their market benchmarks over the past five years. The $878 million Ave Maria Growth Fund was the top performer in 2019, followed by the $3.8 billion Calvert Equity Fund and the…
ValueEdge Advisors 