Chart of the Week: May 11, 2026: Morgan Stanley survey on interest in sustainable investing
Sustainable Bottom Line: 92% of individual investors across three continents expressed an interest in sustainable investing, but the survey results also reveal issues/concerns that may lead to disenchantment. Notes of Explanation: Top reasons for interest in sustainable investing based on responses from those who selected very or somewhat interested in sustainable investing. Source: Morgan Stanley Institute… Continue reading about Chart of the Week: May 11, 2026: Morgan Stanley survey on interest in sustainable investing
Chart of the Week: May 4, 2026: A tale of two funds flows
Sustainable Bottom Line: Unlike the broader sustainable investing segment, environmental strategies have attracted inflows in most quarters, with a positive $2.6 billion in Q1 2026. Notes of Explanation: Quarterly net fund flows, sustainable investing categories as defined by ICI Research. Sources: ICI Research and Sustainable Research and Analysis LLC. Observations: • Last week, ICI Research… Continue reading about Chart of the Week: May 4, 2026: A tale of two funds flows
Chart of the Week: April 27, 2026: Evaluating focused sustainable index funds
Sustainable Bottom Line: At least nine key factors should be considered when evaluating and choosing focused sustainable index funds, including various financial and non-financial considerations. Notes of Explanation: The total net assets (AUM) of mutual funds with more than one share class have been combined. Trailing 12-month performance for mutual funds with multiple share classes… Continue reading about Chart of the Week: April 27, 2026: Evaluating focused sustainable index funds
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