Sustainable Bottom Line: Focused sustainable international equity funds across nine investment categories, 278 funds/share classes and ETFs with $67.0 billion, delivered a strong 2025 rebound.
Sustainable Bottom Line: Sustainable Bottom Line: Integrating group annuity contracts into employer sponsored 401(k) plans that offer a lifetime income option for older employees is on the rise.IntroductionVanguard Group announced on December 3, 2025, that it is developing a new target-date collective investment trust (CIT) series, Target Retirement Lifetime Income Trusts, that will allow older employees within 401(k) plans to shift some of their savings to buy annuities by incorporating the TIAA Secured Income Account as the lifetime income annuity option.
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.
Sustainable Bottom Line: This checklist is intended for use by investors and financial intermediaries involved in conduction due diligence evaluations of prospective index tracking funds. 1.
Responses to the Risk Tolerance Investor Questionnaire will produce one of five investor profiles and portfolio asset allocations with exposures to individual securities or funds invested in such securities.
Recent survey results show Americans, especially younger ones, are integrating socially responsible investing. A sustainable investor preferences questionnaire can help formalize an investor’s sustainability preferences.
The Bottom Line: The largest 50 sustainable funds represent a good starting point for identifying and evaluating candidates for a diversified investment portfolio’s core positions.
The Bottom Line: Investors seeking to hire a financial advisor should interview multiple advisors before deciding and prepare a set of core questions in advance.
Sustainable Bottom Line: Focused sustainable funds employing a ldquo;core/ESG lightrdquo; strategy make it possible to achieve broad market exposure, low tracking error, and market-based returns.
Free access to regularly updated original research and analysis focused exclusively on sustainable finance and investing, providing investors with the guidance needed to make informed investment decisions that align with their personal values and financial goals while also contributing to the advancement of positive long-term environmental and social outcomes.
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Helping us to expand our research capabilities and offerings over time to cover additional relevant topics geared to sustainable investors.
Enjoy free access to regularly updated original research and analysis focused exclusively on sustainable finance and investing, providing investors with the guidance needed to make informed investment decisions that align with their values and contribute to the advancement of positive long-term environmental and social outcomes.
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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.
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.
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.
