• info@esgwise.org
Growth Bias Has Hurt Sustainable Equity Funds This Year

Growth Bias Has Hurt Sustainable Equity Funds This Year

Sustainability Matters Energy underweighting is not as big a factor. As the third quarter draws to a close, markets continue to struggle. Equities are in bear market territory. The Morningstar US Market Index is down 23.8% for the year to date (all performance data is through Sept. 27). The Morningstar Global Markets Index is down 24.8%. In addition, bond prices have…