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Category: Tools

Financial and non-financial tools designed to obtain a more thorough and clearer picture of an investor’s goals and objectives that are used to implement an investor’s financial goals and sustainable investing preferences. Included are a financial questionnaire, a self-scorning interactive Sustainable Investor Profile Evaluator (SUSTAIN Evaluator) and asset allocation scenarios.

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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.   The 2024 Schwab Modern Wealth Survey results published in June revealed that Americans are experiencing increasing financial confidence from generation to generation The 2024 Schwab Modern Wealth Survey results, […]

Sustainable Investor Profile Evaluator (SUSTAIN Evaluator)

Summary The Sustainable Investor Profile Evaluator (SUSTAIN Evaluator) is a Microsoft Excel-based application that relies on an easy to use questionnaire approach by which answers are analyzed methodically and systematically to arrive at a profile of an investor’s sustainable investing goals and objectives. The analysis and resulting profile, in turn, allows financial intermediaries to reflect […]

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