Original, independent, thought leadership

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 funde 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.

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.

Chart of the Week – September 1, 2025: Green bond funds

Sustainable Bottom Line:  Green bond funds have a place alongside an asset allocation to core sustainable bonds in diversified sustainable portfolios and even conventional ones.

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Chart of the Week – August 25, 2025: Long-term investing scenarios

Sustainable Bottom Line:  When markets are at historic highs, long-term investors should stick to diversified portfolios for the best financial outcomes with lower risk levels.

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Chart of the Week – August 18, 2025: Funds with widest monthly negative performance swings

Sustainable Bottom Line:  Concentrated funds, whether focused on hydrogen, clean energy, technology, or biotech, are inherently volatile but have a place in diversified investment portfolios.

Chart of the Week – August 11, 2025: Top performing sustainable funds – July 2025

Sustainable Bottom Line:  Renewable energy/clean energy funds dominated the list of top performers in July, but their performance may not be sustainable given policy vagaries.  Notes of Explanation: Funds are listed in order of performance in July 2025.

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Chart of the Week – August 4, 2025: Returns posted by sustainable and conventional indices

Sustainable Bottom Line:  The variations in the cumulative performance results achieved by sustainable indices versus conventional ones across asset classes over time have been narrow.

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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.

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Sustainable Investing Monitor-July 1, 2025

Sustainable Bottom Line: Focused L-T sustainable funds ended June with $358.7 billion, two sustainable ETFs were launched while three of six selected sustainable indices outperformed.

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Chart of the Week – July 28, 2025: New sustainable ETF launches YTD 2025

Sustainable Bottom Line:  Of five new fund listings in 2025, two new Brown Advisory June ETF listings replicate the strategy of two existing mutual funds.      Notes of Explanation: Sources: Morningstar and Sustainable Research and Analysis LLC.   Observations: • Two new focused sustainable fund launches were recorded in June, bringing to five the number of new fund listings since the start of the year (excluding new share classes and re-brandings).

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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