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 same small-cap rally produced different outcomes as a value tilt contributed to the divergence in performance over the trailing twelve months.
Sustainable Bottom Line: The 10 largest labeled sustainable taxable bond funds offer investors varying investment strategy and sustainability options that invite under the hood examinations.
Sustainable Bottom Line: Assets of L-T labeled sustainable funds ended in June lower due to net outflows while sustainable indices delivered positive relative performance results. Long-Term Net Assets of Focused Sustainable Mutual Funds and ETFs: 2025 – 6/30/2026 In June when every major asset class gave back ground or advanced only modestly, in contrast to the broad powerful gains of April and May, dedicated sustainable long-term mutual funds and ETFs gained an average of 0.52% and closed the month at $402.3 billion in net assets, for a net decline of $0.94 billion versus last month’s $403.3 billion. This was across a universe of labeled or dedicated sustainable mutual funds and ETFs, as classified by Morningstar, consisting of 1,004 funds/share classes, including 823 mutual funds/share classes or a total of 303 individual funds (based on revised data), and 181 ETFs, for a combined total of 484 funds.
Sustainable Bottom Line: Dropping the CHPS fund sustainable investing criteria leaves sustainable investors with some but limited options for those seeking a focused semiconductor strategy.
The Sustainable Bottom Line: The average ESG Rating calculated for the Dow Jones Industrial Average doesn’t change following the addition of Alphabet, Inc., effective yesterday.
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.
Sustainable Bottom Line: The latest target date fund liquidation announced on June 11, 2026 by BlackRock leaves just two dedicated sustainable investing target date funds. Notes of Explanation: Data as of June 30 of each year.
Sustainable Bottom Line: Assignment of CCC ESG Rating to SpaceX means that up to 42 funds tracking MSCI sustainable indices could reject addition of SpaceX. Notes of Explanation: Fund firms listed in alphabetical order.
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.
