Future investment rate of return is a crucial input for any financial plan. Read this Brief to learn what drives investment expectations and what we at Artemis view as a reasonable rate of return in a balanced portfolio for the next ten years.… Read more
In our most recent Market Outlook & Strategy Report, we discussed the issue of climate change and how investing in Environmental, Social, and Governance (ESG) funds can help create a positive impact in this area. We also reviewed some of the more recent research on ESG and financial performance, most of which shows a strong correlation between good ESG practices and financial outperformance over time.
This companion piece looks at five of the leading US large capitalization ESG index-based funds.
In it, we begin by profiling how each fund is … Read more