Report challenges misperceptions of sustainable investing


www.investmentexecutive.com | Published Mar. 24 2015

Investment strategies that focus on sustainability don’t have to sacrifice return to also meet their ethical objectives, new research finds.

According to a new report from the Morgan Stanley Institute for Sustainable Investing, the performance of sustainable strategies is comparable to traditional investments, both on an absolute and risk-adjusted basis, across asset classes, and over time.

The report, which is based on a review of over 10,000 open-end mutual funds and 2,874 separately managed accounts over the last seven years, concludes that sustainable equity mutual funds met, or exceeded, the median return of traditional equity funds 64% of the time. Sustainable funds also had equal, or lower, median volatility about two thirds of the time. And, for the seven-year period, 2008-2014, sustainable equity mutual funds met, or exceeded, median returns for five out of six different equity classes (for example, large-cap growth)... read more>


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