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.
Sustainable Bottom Line: The 15 focused sustainable taxable bond fund categories delivered a tale of sharp short-term pain against a backdrop of still-intact longer-term gains. Notes of Explanation: 15 labeled sustainable taxable bond fund categories as classified by Morningstar/ Categories listed in descending order, based on March 2026 average total return results.
Sustainable Bottom Line: For sustainable investors, March 2026 performance results reinforce the value of deeper analysis and diversification across asset classes and across sustainable sub-themes. Notes of Explanation: # denotes index fund.
The Sustainable Bottom Line: Even as severe climate events multiply, several factors help explain why climate risks remain at the bottom of CFOs risk concerns.
Sustainable Bottom Line: Assets of L-T sustainable mutual funds and ETFs gained $1.5 billion in February to reach $383.3 billion but experienced net outflows again.
Sustainable Bottom Line: The case made for fixed income in sustainable investing rests on the proposition that fixed income is uniquely suited to sustainable investing. Introduction Presenting at Crane's Bond Fund Symposium 2026, held in Boston on March 19-20, 2026, Henry Shilling made the case for fixed income in sustainable investing, with an accompanying slide presentation.
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.
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.
By offering financial support for our current work, either in the form of a one-time or regular contributions, you help to defray some of the costs associated with conducting our research and analysis as well as to maintain the www.sustainableinvest.com website.
Helping us to expand our research capabilities and offerings over time to cover additional relevant topics geared to sustainable investors.
The Bottom Line: Three new ETFs launched last week expand the universe of values-based investment vehicles offering Christian, Islamic (Sharia) and Jewish faiths faith-based funds.
The Bottom Line: Despite a shared women in leadership theme, the four funds in this category differ in how they implement their strategy and theme.
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.
