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Quarterly on-line briefings

Subscribers are invited to attend exclusive quarterly briefings that will focus on trends and developments impacting sustainable mutual funds and ETFs, including a question-and-answer segment.

Quarterly on-line briefings, open only to research subscribers, are held about two weeks after each quarter-end with the intended purpose of updating subscribers on sustainable investing practices, trends and developments.  While discussion topics can vary, these will typically include changes in sustainable mutual fund and ETFs assets and flows, new product introductions, performance results, regulatory and disclosure developments, and trends in green, social and sustainable bond offerings.  Relevant additional topics will be covered as these arise, and attendees will be invited to participate in a Q&A session that will follow the presentation of prepared remarks. 

The briefings are expected to run for 45 minutes.  They are intended to keep attendees informed regarding industry trends and developments. 

A slide presentation will be available to subscribers for download.

Subscribers can sign up for the briefings by clicking on the tab below. 


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Sustainable Funds Monitor is premium content intended to inform sustainable investors, the investment decision makers of financial intermediaries, asset owners, such as endowments. foundations, and pension funds, distributors, wealth management platforms, robo-advisors, family offices as well as other investment stakeholders.


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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.

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.

Inesting 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. 

Independent source for sustainable investment management company research, analysis, opinions and sustainable fund disclosure assessments