SWM Investment Insights, October 2017
“Green”/ESG ETFs drive two months of strong performance We are pleased to share the latest edition of our Investment Insights. All SWM portfolios are up strongly and have outperformed benchmarks [...]
“Green”/ESG ETFs drive two months of strong performance We are pleased to share the latest edition of our Investment Insights. All SWM portfolios are up strongly and have outperformed benchmarks [...]
Catholic church to make record divestment from fossil fuels: https://www.theguardian.com/environment/2017/oct/03/catholic-church-to-make-record-divestment-from-fossil-fuels Secure Wealth [...]
SWM ETF portfolios well ahead in September All our ETF portfolios performed better than benchmarks in September and all portfolios bar fixed-income continued to add to their gains year-to-date. [...]
ESG ETFs show strong performance We are pleased to share the latest edition of our Investment Insights. SWM remains committed to increasing investments with high ESG (Environmental, Social and [...]
A Deeper Dive Into ESG ETF Portfolios: http://www.etf.com/sections/blog/deeper-dive-esg-etf-portfolios?nopaging=1 Secure Wealth Management has adopted a low-carbon / ESG (Environmental, Social, [...]
ESG ETFs: Too Young…Too Small…Too Expensive? http://www.barrons.com/articles/esg-etfs-too-youngtoo-smalltoo-expensive-1504208414 Secure Wealth Management has adopted a low-carbon / [...]
source: FT.com Will investor moves into funds that uphold ‘environmental, social and governance’ standards really pay off? When a Warren Buffett owned company bought a stake in BYD, [...]
Positive returns in August All our ETF portfolios added to the year-to-date gains in August, except the equity ETF portfolio. The returns to our ETF portfolios have ranged from 4.78% [...]
Global equity rally to continue despite summer correction We are pleased to share the latest edition of our Investment Insights. Financial Network Analytics shows the first negative outlier week [...]
Substantial gains for all ETF portfolios July saw further substantial gains in all five of Secure Wealth Management’s ETF portfolios. These ranged from +1.36% for our fixed-income ETF [...]
Components of the equity rally We are pleased to share the latest edition of our Investment Insights. This month we explore the sustainability of the ongoing equity bull market Lowry indicators [...]
High ESG performance translates into high financial performance : [...]
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