ETFs

The green investing movement has totaled at least $30.7 trillion of funds held in sustainable or green investments in 2018, up 34% from 2016, data show.

While the deadly virus threatens to harm the world economy, the funds have remained popular as the Fed signals low rates for the foreseeable future.

The funds raked in $150 billion in 2019 as investors have gotten more comfortable with how they react across different market environments.

Even dedicated ESG indexes have shortcomings that many investors are probably unaware of, an expert says.

Fidelity Investments, Invesco and American Century Investments are among those pitching rival visions for ETFs that disclose their holdings like mutual funds.

The move expands the manager’s commission-free platform, which has included all mutual funds since 1977 and all ETFs since 2010.

The firm now plans to integrate sustainability criteria into portfolio construction and exit investments with high risks from ESG-related issues.

Nearly all of the fixed-income funds held short term debt.

The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”

Asset managers stand to gain from an SEC-approved ETF structure since “selection of securities is the intellectual property for which they are paid fees.”