Sunday, August 7, 2011

SRI List: Exchange Traded Funds ("ETFs")

Below, SRI provides a directory/list of Exchange Traded Funds (and Exchanged Traded Notes).

These ETFs are provided on a global basis, as this website's audience has become global. Data is provided by Bloomberg LLP.  Reading the table left to right..
  • Leftmost column is the ticker of the ETF
  • Name column is the official ETF name, and are sorted alphabetically
  • Underlying Index Ticker is the ticker of the Index that the ETF tracks
  • Total Returns are 1YR.   Longer returns were not provided as several funds are new and data was not available.
  • Parent Company name is the owner of the ETF, and not necessarily the portfolio manager.
  • Domicile is the country of the ETF

Some observations:  
      • Most of the ETFs are based on Clean Energy
      • Few are based on "positive" socially responsible investing  (e.g., KLD 400 Social)
      • Best Performing ETF is the Korean-based KTB Great SRI with 25% 1 year return
      • Average trading volumes have been relatively low.

Conclusion:

As one can see from the list below, while Exchange Traded Funds for SRI are growing rapidly, there still are few to choose from.  If you simply want to invest in a Clean index, then ETFs are for you.  But for most investors, it is recommended that individual stocks, and Mutual Funds be investigated.
Source:  Data is provided by Bloomberg LLP











































































































































































































































































































































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