Chart of the Week – June 2, 2025: Risks of small sized funds
Sustainable Bottom Line: The recent liquidation of the only two ocean-focused thematic funds highlight the risks of investing in funds that do not achieve scale.
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 – July 7, 2025: Returns of sustainable international indices and funds bring bonuses or penalties
Sustainable Bottom Line: Investors in sustainable international passive funds that consider ESG-related criteria should expect to realize performance bonuses or penalties relative to conventional benchmarks.
Chart of the Week – June 30, 2025: Making a direct impact via QCDs
Sustainable Bottom Line: Qualified sustainable investors can make direct and potentially measurable impacts in the form of tax efficient charitable contributions via Qualified Charitable Distributions.
Sustainable Bottom Line: Foreign large blend funds have been outperforming the S&P 500 recently and should continue to do so based on capital market projections.
Chart of the Week – June 16, 2025: Vanguard expands pass-through voting program
Sustainable Bottom Line: The expansion of Vanguard’s pass-through voting program, and others like it, offers various sustainable investors another avenue to express their sustainability preferences.
Chart of the Week – June 9, 2025: Sustainable high yield funds recover to lead on 12-M basis
Sustainable Bottom Line: Focused sustainable high yield funds ended May as the top performing taxable fixed income funds investment category over the trailing 12 months. Notes of Explanation: Funds are listed in order of their trailing 12-month total returns through May 30, 2025Total return performance to May 30, 2025.
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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