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Introducing our new release of sustainableinvest.com. We publish investment research and analysis for the benefit of sustainable investors and other stakeholders.
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| Top 10 Performing Funds October 2024 | ||
|---|---|---|
| Fund Name (MF/ETF) | 1-M (%) |
12-M (%) |
| Ninety One Global Environment I | 6.89 | 21.49 |
| KraneShares California Carbon Allw ETF | 5.1 | -3.6 |
| Calvert Global Real Estate I | 3.35 | 33.04 |
| Vontobel Global Environmental Change I | 2.79 | |
| Clearbridge Focus Value ESG ETF | 2.06 | 23.04 |
| Calvert Floating-Rate Advantage R6 | 0.82 | 11.1 |
| Schwab Ariel ESG ETF | 0.75 | 42.96 |
| Victory Global Energy Transition Y | 0.66 | 14.96 |
| USCF ESG Dividend Income ETF | 0.51 | 33.39 |
| Global X Nasdaq 100 ESG Covered Call ETF | 0.48 | 22.73 |
| Best performing share classes only. Source: Morningstar Direct. |
||
A timely monthly snapshot of trends and developments in the sustainable investing market segment as seen through the lens of mutual funds and ETFs. The Monitor tracks total net assets trends, new fund launches and fund closures, sustainable bond issuances and the performance results of selected sustainable indices versus conventional benchmarks. Published monthly, the Sustainable Funds Monitor is usually available within ten days following the month’s end.
Unlock access to exclusive content for just $9.99 per month.
Access exclusive content designed to educate investors and other stakeholders regarding sustainable investing. Offering sustainable investing solutions through mutual funds and ETFs.Addressing ESG-related SEC charges against adviser
The Bottom Line: Actions that investors and advisors should consider if a relevant enforcement action is brought by the SEC against an ESG fund adviser.
November 20, 2024 Read More »
Sustainable ultra-short bond funds
The Bottom Line: Sustainable ultra-short bond funds can serve to offset the expected lower income from money funds by offering a modestly higher yielding alternative.
November 9, 2024 Read More »
Sustainable investment funds performance wrap-up: September 2024
The Bottom Line: Stocks staged a recovery in September to close at record levels while long-term sustainable funds posted an average gain of almost 2%.
October 25, 2024 Read More »
Sustainable Portfolios Performance Summary: September 2017
Positive Economic Data and Corporate Earnings Push S&P 500 to New Records Global equity markets discounted ongoing geopolitical risks and instead responded to positive economic data that signal continued health in the global economy and stronger global growth.
SUSTAINABLE INVESTING SOLUTIONS THROUGH MUTUAL FUNDS AND ETFs
Getting started
Many questions have surfaced in recent years regarding sustainable and ESG investing. Here, investors and financial intermediaries will find materials that describe the various approaches to sustainable investing and their implementation. While sustainable investing approaches vary and they have thus far defied universally accepted definitions, many practitioners agree that they fall into the following broad categories: Values-based investing, investing via exclusions, impact investing, thematic investments and ESG integration. In conjunction with each of these approaches, investors may also adopt various issuer engagement procedures and proxy voting practices. That said, sustainable investing approaches will continue to evolve.
In addition to periodic updates regarding sustainable investing and how this form of investing is evolving, investors and financial intermediaries interested in implementing a sustainable investing approach will also find source materials that cover basic investing themes as well as asset allocation tactics.
Research
Research and analysis to keep sustainable investors up to-date on a broad range of topics that include trends and developments in sustainable investing and sustainable finance, regulatory updates, performance results and considerations, investing through index funds and actively managed portfolios, asset allocation updates, expenses, ESG ratings and data, company and product news, green, social and sustainable bonds, green bond funds as well as reporting and disclosure practices, to name just a few. A continuously updated Funds Directory is also available to investors. This is intended to become a comprehensive listing of sustainable mutual funds, ETFs and other investment products along with a description of their sustainable investing approaches as set out in fund prospectuses and related regulatory filings.Investing Ideas
Thoughts and ideas targeting sustainable investing strategies executed through various registered and non-registered sustainable investment funds and products such as mutual funds, Exchange Traded Funds (ETFs), Exchange Traded Notes (ETNs), closed-end funds, Real Estate Investment Trusts (REITs) and Unit Investment Trusts (UITs). Coverage extends to investment management firms as well as fund groups.TOPICAL SUSTAINABLE RESEARCH ARTICLES OF INTEREST
COP 28 could stimulate performance of clean energy funds
The Bottom Line: Fast tracking the energy transition at COP 28 could stimulate the performance of clean and renewable energy funds, overcoming recent poor performance.
Read More »
Interest in sustainable investing not diminishing
The Bottom Line: The campaign against ESG considerations by investment managers and investors shows no evidence so far that interest in sustainable investing is diminishing.
Read More »
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Serving as a source for sustainable investment management information, research, opinions and sustainable
fund ratings
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A Decade of Sustainable Funds Investing: 10 Years/10 Charts
Assets of sustainable mutual funds and ETFs close 2019 at $1.6 trillion, up from $113.5 billion ten years ago The total net assets of mutual funds and exchange traded funds (ETF)(1) sourced to sustainable investing approaches expanded dramatically in the last decade, adding almost $1.5 trillion in the last ten years.
Read More »
Are Tesla’s Senior Notes Green? Analysis of Tesla’s Sustainable Bonds
Since the announcement on August 11 and successful placement of Tesla’s $1.80 billion Senior Notes, some disappointment has been expressed by the fact that Tesla didn’t formally qualify as green the company’s newly issued notes.
Read More »
NEW RELEASE
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NEW RELEASE |
CONTACT US
Directly for advertising opportunities.
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CONTACT US Directly for advertising opportunities. |
Introducing our new release of sustainableinvest.com. We publish investment research and analysis for the benefit of sustainable investors and other stakeholders.
Original, independent, thought leadership
Our mission is to publish original, independent and thought leadership investment research and analysis to inform decision making in sustainable investing and to track trends and developments.
Anchored in a defined classification framework for sustainable funds, our research activities extend to investment strategies, portfolio construction, and the various investment alternatives encompassing sustainable investing across investment products. These include, for example, mutual funds, exchange-traded funds (ETFs), exchange-traded notes (ETNs), closed-end funds, REITs, MLPs, as well as individual securities such as stocks, long and short-term bonds, including green bonds, social bonds and sustainable bonds.
We cover the broad arc of sustainable investing approaches, ranging from values-based investing, negative screening or exclusions, thematic investing, impact investing, ESG integration, shareholder/bondholder engagement and proxy voting practices.
Our content is primarily intended to educate, inform and guide investors as well as financial intermediaries. Included are asset owners, such as endowments, foundations, and pension funds, distributors, wealth management platforms, robo-advisors, family offices as well as other sustainable investing stakeholders.
Why focus exclusively on sustainable investing?
Our mission is to publish original, independent and thought leadership investment research and analysis to inform decision making in sustainable investing and to track trends and developments.
Anchored in a defined classification framework for sustainable funds, our research activities extend to investment strategies, portfolio construction, and the various investment alternatives encompassing sustainable investing across investment products. These include, for example, mutual funds, exchange-traded funds (ETFs), exchange-traded notes (ETNs), closed-end funds, REITs, MLPs, as well as individual securities such as stocks, long and short-term bonds, including green bonds, social bonds and sustainable bonds.
We cover the broad arc of sustainable investing approaches, ranging from values- based investing, negative screening or exclusions, thematic investing, impact investing, ESG integration, shareholder/bondholder engagement and proxy voting practices.
Our content is primarily intended to educate, inform and guide investors as well as financial intermediaries. Included are asset owners, such as endowments, foundations, and pension funds, distributors, wealth management platforms, robo- advisors, family offices as well as other sustainable investing stakeholders.
What is sustainable investing?
As used here, sustainable investing refers to an umbrella term that combines at least the following investing approaches along with efficient traditional fundamental investment factors and processes to drive long-term value creation: values-based investing, exclusions, thematic investing, impact investing and ESG integration. These approaches are not mutually exclusive and may extend to include shareholder advocacy and issuer engagement, including proxy voting.
There are no universally accepted definitions or frameworks for sustainable investing, and practices continue to evolve. That said, the following six overarching approaches/strategies are commonly associated with sustainable investing:
- Values-based Investing – a strategy based on the guiding principle of investments that are based on a set of beliefs that contain a view toward achieving a positive societal outcome. Typically, this approach is executed via negative screening, divestiture, or divestment.
- Exclusionary Investing – involves the exclusion of companies or certain sectors from portfolios based on specific ethical, religious, social or environmental guidelines. Traditional examples of exclusionary strategies cover the avoidance of any investments in companies that are fully or partially engaged in gambling, sex related activities, the production of alcohol, tobacco, firearms, fossil fuels or even nuclear energy. These exclusionary categories have been extended, in recent years, to incorporate serious labor-related actions or penalties, compulsory or child labor, human rights violations and genocide.
- Impact Investing – a relatively small but growing slice of the sustainable investing segment, impact investments are investments directed to companies, organizations, and funds with the intention to achieve measurable social and environmental impacts alongside a financial return. The direct capital in this strategy addresses challenges in sectors such as sustainable agriculture, renewable energy, conservation, microfinance, affordable and accessible basic services, including housing, healthcare, and education.
- Thematic Investing – an investment approach with a focus on a particular idea or unifying concept. Clean energy, clean tech and gender diversity are a few of the leading sustainable investing fund themes. Investing in green, social and sustainability bonds or low carbon emitting stocks, bonds and funds also fall into the thematic investing category.
- ESG Integration – the investment strategy by which environmental, social and governance factors and risks are systematically analyzed and, when deemed relevant and material to an entity’s long-term performance, influence the buy, hold and sell decision of a security. Within this category of sustainable investing, significant variations exist in how ESG integration is deployed in investment portfolios.
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Why offer research dedicated exclusively to sustainable investing?
The rapid expansion in the number of investors, investment managers, product offerings and assets under management and the continuing evolution of sustainable investing without the benefit of widely accepted sustainable investing frameworks, definitions, and rules, have contributed to confusion and misunderstanding regarding this sector of investing, the meaning of sustainable investing, and related to this, the financial and non-financial expectations or outcomes associated with sustainable investment product offerings. Affecting investors, regulators, managers, politicians, and other stakeholders, it has become increasingly difficult to differentiate between various funds and their sustainable strategies and outcomes. This makes it more challenging for investors and financial intermediaries to align investment products with sustainable goals, objectives, and values expressed by investors. As sustainable products continue to expand in number and investors, there is a growing risk that fund strategies might diverge from expectations (“greenwashing”) or may not align with investor beliefs or values and lead to disappointments or worse, in the form of redemptions and possibly litigation. The recent politicization of ESG is another manifestation of this issue.
By monitoring, scrutinizing, and reporting on trends and developments, an independent, original, research-driven information source dedicated to sustainable investing can support investors, financial intermediaries, and other stakeholders in their efforts to negotiate their way through the confusion and misunderstanding evident today in this sector of investing.