Original, independent, thought leadership
Act Now
Search LinkedIn Facebook Instagram
Search Linkedin Instagram
Search Linkedin Instagram

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.
Get the Sustainable Investing Implementation PDF
Vanguard to develop new target-date fund that offers lifetime income annuity option

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.

Click to read »

Index Tracking Mutual Funds and ETFs Evaluation Checklist

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.

Click to read »

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.

Integrating sustainable large blend funds into a conventional portfolio

Sustainable Bottom Line: Focused sustainable funds employing a “core/ESG light” strategy make it possible to achieve broad market exposure, low tracking error, and market-based returns.

Click to read»

An updated Sustainable Investor Preferences Questionnaire

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.

Click to read »

Largest 50 sustainable investment funds-April 2024

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.

Click to read »

Core questions to ask financial advisors during an interview

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.

Click to read »

Getting Started: Large-cap blended index mutual funds and ETFs

The Bottom Line: Six qualifying funds available for investors seeking a sustainable large-cap blended index mutual fund or ETF investment option to serve as an anchor position in a sustainable investment portfolio.

Click to read »

Risk Tolerance Investor Questionnaire: Determining Your Asset Allocation

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.

Click to read»

YOU MAY ALSO LIKE


Sign up to free newsletters.

By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact

sustainableinvest.com

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.

Sign in with Google, otherwise, click on the x above.

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.

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