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What the ETF!?!

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Hi,

FWIW is still very young, but we continue to be inspired by the wide variety of passion and interest that we are seeing and hearing from our readers. We love the anecdotes, insights, and feedback on stories you have read, actions you have taken because of what you read in FWIW, and notes about content you want us to include. In fact, the launch of today’s FWIW quiz and the lead story in Dipping Your Toe In Crypto were inspired by emails from readers like you. Keep the messages coming.

To help you as you navigate aligning your values to your investments, we’ve developed a number of resources designed to be helpful, including: Unpacking the ESG Alphabet Soup (including a link to our ever-growing glossary of common terms), How to Research ESG Stocks and Funds, Investing in Women: a Gender Lens Guide and How to Practice Faith-Based Investing. A bit further down in this week’s newsletter, we will break down ETFs and mutual funds for you. Our hope is that as you continue to read FWIW, you will start feeling as comfortable making investing decisions as you do when making all the other value and purpose-based consumer choices you make on a regular basis.

News you can use

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  • Mastercard announced that all employee bonuses will be linked to the company’s ESG goals. Mastercard had previously tied a significant portion of C-suite bonuses to these metrics, but this announcement marks an unprecedented alignment of ESG results to employee compensation.
  • 1st quarter returns for sustainable funds were down sharply as energy stocks rose sharply and tech stocks dropped. This news was tempered by the recognition that “a quarter of underperformance doesn’t a story tell,” as longer-term results remained strong. In fact, Morningstar reported that 71.2% of the sustainability indexes they watch have outperformed their traditional market equivalents over the past five years.

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