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We are launching the SWM crypto growth portfolio:  20% crypto, 80% sustainable growth ETFs                                                                                      […]

SWM ETF portfolio fact sheets, January 2021: a strong start to the year SWM’s ETF portfolios with ESG focus started 2021 with a very strong month: our equity ETF portfolio was up 1.53% vs. global [...]

SWM ETF portfolio fact sheets, December 2020: a record year, double-digit outperformance SWM’s ETF portfolios with ESG focus finished 2020 with another very strong month. For the full year 2020, [...]

SWM ETF portfolio fact sheets, November 2020: record year-to-date outperformance With the huge equity rally in November 2020, SWM’s ETF portfolios all showed very strong absolute gains. Our [...]

SWM ETF portfolio fact sheets, September 2020: outperforming in a down-market The more equity-focused SWM ETF portfolios outperformed by 0.75%-1% during September 2020, a month where global [...]

SWM ETF portfolio fact sheets, August 2020: ESG ETFs continue to shine August 2020 was a very strong month for SWM’s ETF portfolios with ESG/sustainability focus. Our equity and multi-asset [...]

SWM ETF portfolio fact sheets, July 2020: major gains across the board July 2020 was a near-record month for SWM’s ETF portfolios with ESG/sustainability focus. All our strategies posted very [...]

SWM ETF portfolio fact sheets, June 2020: further gains across the board All five of our ETF portfolios showed further gains during June. Our equity overweight since April has led to between 3% [...]

“the future is not what it used to be” We are pleased to share the latest edition of our Investment Insights. we increased our equity weightings to “overweight” in early [...]

SWM ETF portfolio fact sheets, May 2020: equity overweight starts to pay off Early in May, we moved to a small overweight in equities. The strong market moves lead to gains of 5.51% for our [...]