Blog

The SRA Bottom Line: Putnam Investments announces the Rebranding of its RetirementReady Funds, Effective Later This Year or Early 2023, Thereby Expanding Plan Participants’ Sustainable Target Date Fund Options. To view the full article on the Sustainable Research & Analysis (SRA) Read More

The SRA Bottom Line: Sentiment Around ESG is Taking a Negative Turn and Based on Various Recent Developments and Actions, ESG is also Becoming More Politicized.  To view the full article on the Sustainable Research & Analysis (SRA) website, click on Read More

The SRA Bottom Line:  Nine of the Top Ten Fixed Income ESG ETFs Would Likely Be Classified as ESG-Focused Funds under the SEC’s Proposed Rule Amendments. To view a list of the ten funds and the full article on the Read More

The SRA Bottom Line:  The Increased SEC Scrutiny of ESG funds will Bolster Confidence in Sustainable Investment Products but Investors Should Conduct their Own Due Diligence. To view a description of BNY Mellon, DWS, and Goldman Sachs investigation and a Read More

The SRA Bottom Line: The Nine Sustainable Index ETFs Launched so far This Year Indicate Lower Average Expense Ratios Relative to Funds Listed Prior to 2022. To view the full article on the Sustainable Research & Analysis (SRA) website, click on Read More