Original, independent, thought leadership

Bonds tumble 2.78% while large cap stocks gain 3.71% in March 2022

The Bottom Line:  Heightened volatility in recent months likely to test the resolve of investors but longer-term ESG strategies seem to preserve their value proposition. Bonds gave up 2.78% in March while large cap US equities posted a gain of 3.71% Concerns and uncertainties regarding the implications of the Russian invasion of Ukraine, the potential […]

Another difficult month-February 2022

The Bottom Line:  Another difficult month for stocks and bonds but returns posted by clean energy funds show value of patience and long-term investing horizon. Negative year-to-date results for stocks and bonds widened in February:  S&P 500 -2.99% and Bloomberg Aggregate -1.12% A rough start to the year for both stocks and bonds was followed […]

Uninvestability of Russian stocks and bonds affects ESG and conventional fund investors

The Bottom Line:  Both conventional and ESG fund investors may be exposed to Russian securities that have declined in value primarily in emerging market funds. The Russian invasion of Ukraine led to suspensions in trading and likely modest portfolio losses in some active and passively managed funds primarily focused on emerging markets The Russian invasion […]

Rough start to the year January 2022

The Bottom Line:  January 2022 has been rough for both stocks, bonds and selected sustainable indices that continue offering value in the intermediate and long-term. Concerns about inflation, central bank tightening and tensions with Russia over Ukraine agitated markets in January and led to a sharp increase in volatility and negative results After delivering very […]

Strong performance gains posted in 2021

The Bottom Line:  Strong market gains in December accompanied by higher volatility; at the same time, selected sustainable indices continue to outperform in the intermediate-to-long-term. Strong gains in December accompanied by higher volatility Reversing November’s 0.69% decline, the S&P 500 Index gained 4.48% in December as markets quickly recovered in response to news reports from […]

Omicron lands in November and pushes stocks lower

The Bottom Line:  The sudden appearance of Omicron pushes most major indices lower while selected ESG indices continue to outperform over the intermediate to long-term. Just about all major indices ended lower in November following the sudden appearance of Omicron The uncertainty introduced by the sudden appearance of the Omicron COVID 19 variant was swiftly […]

S&P 500 and selected sustainable indices recover in October

The Bottom Line:  The S&P 500 gained 7.0% and erased September’s -4.7% decline; selected sustainable indices also bounced back with beats from 0.01% to 2.41%. October summary Gaining confidence from strong earnings reports, investors drove stock prices higher in October and the S&P 500 gained 7.0%, erasing last month’s -4.7% decline.  Selected sustainable securities market […]

Selected sustainable indices disappoint in September

The Bottom Line:  The S&P 500 posted a -4.7% decline in September and selected sustainable securities market indices disappoint but maintain intermediate to long-term outperformance. Summary The S&P 500 posted a decline of -4.7% in September, after recording seven successive monthly gains.   Selected sustainable securities market indices disappoint in September while intermediate to long-term results […]

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