Chart of the Week: April 20, 2026: Turbulent month of March for sustainable taxable bond funds
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. Sources: Morningstar and… Continue reading about Chart of the Week: April 20, 2026: Turbulent month of March for sustainable taxable bond funds
Chart of the Week: April 13, 2026: The sustainable funds that survived March
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. Funds are listed in descending order based on March 2026 total return results. GRN is an Exchange-Traded Note (ETN). Sources: Morningstar and Sustainable… Continue reading about Chart of the Week: April 13, 2026: The sustainable funds that survived March
Chart of the Week: April 7, 2026: Climate risks ranked lower by CFOs
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. Notes of Explanation: Source: NOAA NCEI / Climate Central U.S. Billion-Dollar Weather & Climate Disasters database. All costs inflation-adjusted to 2024 US Dollars. Note: event counts reflect only disasters exceeding… Continue reading about Chart of the Week: April 7, 2026: Climate risks ranked lower by CFOs
Chart of the Week: March 30, 2026: SPACs are back!
The Bottom Line: Sustainable Bottom Line: SPAC IPOs have staged a remarkable comeback recently, including offering several sustainable-thematic offerings but with limited to no accounting for ESG risks. Notes of Explanation: Data as of March 28,2026. Sources: SPAC Insider; Sustainable Research and Analysis LLC. Observations: • Special Purpose Acquisition Companies (SPACs) have staged a remarkable… Continue reading about Chart of the Week: March 30, 2026: SPACs are back!
Chart of the Week: March 23, 2026: Faith-based funds expand
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. Notes of Explanation: Year-end AUM estimates constructed from multiple sources. Brightlight Listed Markets Research Paper (2024) establishes $100B as the mid-2024 milestone and $130B+ as subsequent total. Figures encompass listed… Continue reading about Chart of the Week: March 23, 2026: Faith-based funds expand
Chart of the Week: March 16, 2026: Women in leadership 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. Notes of Explanation: Funds are listed in alphabetical order. *Prior to March 28,2024, the fund followed a different portfolio construction process with a different investment objective. Sources: Morningstar, Sustainable Research… Continue reading about Chart of the Week: March 16, 2026: Women in leadership funds
Chart of the Week: March 9, 2026: Top performing ETFs diverged in February 2026
The Bottom Line: Extraordinary returns delivered over the trailing 12-months versus results in February reveals a divide between commodity-linked funds and pure-play clean energy funds. Notes of Explanation: Funds listed in descending order based on trailing 12-month performance results to February 28, 2026. In the case of mutual funds, only the best performing share class… Continue reading about Chart of the Week: March 9, 2026: Top performing ETFs diverged in February 2026
Chart of the Week – March 2, 2026: ESG-qualified mutual fund and ETF flows
