Tag: SRI
Posted on September 15, 2021
SRI or ESG investing remains a hot trend in the investment industry. At Backend Benchmarking, we compare the equity performance of the SRI/ESG options and the standard options at the same robo advisor to analyze their differences.
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Posted on January 27, 2021
After a tumultuous 2020, we look to the year 2021 with a fresh set of eyes. We anticipate there will be a few notable trends that will not only continue but evolve. We expect direct indexing, Socially Responsible Investing, and financial planning applications to make a growing impact on the space.
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Posted on October 13, 2020
Welcome to the Backend Benchmarking company update. In this article, we share news of our Research team preparing to write the Q3 Robo Report and testing our application for bugs, our Development team getting closer to the finish line, Backend’s media appearances since the Barron’s feature, and exciting news on a partnership with an Ivy League university professor.
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Posted on September 15, 2020
- Through the first half of 2020 results were mixed, with five of eight SRI portfolios outperforming their respective standard portfolios
- Betterment SRI, Merrill Edge SRI, and Morgan Stanley SRI lead the way over the first half of 2020
- Over the trailing 2-year period, all five SRI portfolios outperformed their non-SRI counterparts at the same provider despite higher fund fees
Posted on August 14, 2020
- Socially Responsible Investing continues to garner interest; 2019 net fund flows nearly 4X times greater than 2018 flows
- Portfolio Sustainability metrics only slightly improve by choosing conscientious options
- SRI funds are more expensive but promising performance has offset the fee hike thus far
Posted on May 1, 2020
- SRI portfolios remain popular and continue to perform well
- Wealthsimple SRI is the top 1- and 2-year total portfolio performer
- Morgan Stanley SRI leads 1-year equity performance
