Recent Insights

  • Financial Factors in Selecting Plan Investments
    News & Announcements - July 2020

    Despite the aim to provide clarity for ERISA fiduciaries, the proposed rulemaking entitled “Financial Factors in Selecting Plan Investments” creates confusion. This appears to be, in part, because of a failure to distinguish ESG integration and economically targeted investing (ETI).

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  • Trade Friction and Pandemics: The Impact on Global Supply Chains
    Webinars, Sustainable Webinar - July 2020

    Chief Investment Officer Scott Klimo and special guest Edward Alden of Western Washington University and the Council on Foreign Relations engage in lively discussion on selected investment topics covering global trade tensions, pandemics, supply chains, automation, and many others.

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  • Barron's - These 5 Dividend Funds Offer the Flexibility to Weather the Pandemic
    News & Announcements - July 2020

    Barron’s names Amana Income among five US dividend-focused, actively managed funds that “have held up reasonably well during the coronavirus pandemic.”

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  • GCC Sukuk: A Primer
    Saturna Capital, White Papers - June 2020

    This primer provides an overview of the investment landscape and characteristics of sharia-compliant investment certificates, referred to as sukuk, as a market niche that continues to evolve.  We cover the risk and return attributes of sukuk and explore their relationship to changes in the price of oil; an important point to consider since hydrocarbons largely drive sukuk issuers’ economies. 

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  • Q2 2020
    Amana Mutual Funds Trust, Quarterly Commentary - June 2020

    Despite the economic carnage afflicting the global economy since the outbreak of the coronavirus pandemic, by the end of the first quarter, the stock market had already plumbed its greatest depths, with March 23 marking a nadir. Over the course of the second quarter, while not recovering all the lost ground from the February peak, the market roared back...

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