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Category: Chart of The Week

Published on a regular basis, the Chart of the Week offers timely proprietary insights and information on sustainable investing topics and trends, sustainable investment products and issues impacting the sustainable investing sphere, regulatory developments, and other topics of interest for asset owners, investment managers and investors.

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Chart of the Week: August 3, 2026: Most sustainable small-cap funds experience strong rally

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. Notes of Explanation: Chart displays funds that comprise Small Blend funds (9 funds), Small Growth funds (comprised of just one fund–Calvert Small/Mid-Cap) and Small Value funds (also comprised of just… Continue reading about Chart of the Week: August 3, 2026: Most sustainable small-cap funds experience strong rally

Chart of the Week: July 27, 2026: Largest sustainable taxable bond funds

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. Notes of Explanation:  Bubble size = $AUM as of June 30, 2026, which in the case of mutual funds combines all share classes. Also in the case of mutual funds,… Continue reading about Chart of the Week: July 27, 2026: Largest sustainable taxable bond funds

Chart of the Week: July 20, 2026: Top ten fund firms offering dedicated sustainable funds

Sustainable Bottom Line:  The top ten firms managing 502 sustainable funds offer committed investors a sound starting point for evaluating and selecting sustainable investment candidates. Notes of Explanation:  Data as of June 30, 2026. Investment management firms listed in order of $US AUM as of June 30, 2026 attributable to dedicated sustainable mutual funds and… Continue reading about Chart of the Week: July 20, 2026: Top ten fund firms offering dedicated sustainable funds

Chart of the Week: July 13, 2026: Xtrackers Semiconductor Select Equity (CHPS) drops ESG

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. Notes of Explanation:  Top 10 holdings data based on CHPS reporting as of July 9, 2026.  Sources: Yahoo Finance and Sustainable Research and Analysis LLC. Observations:   • The $128.8 million… Continue reading about Chart of the Week: July 13, 2026: Xtrackers Semiconductor Select Equity (CHPS) drops ESG

Chart of the Week: July 6, 2026: Disappearing dedicated sustainable TDFs

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. Fidelity offers two TDFs, including the Fidelity Advisor Sustainable Target Date Fund and Fidelity Sustainable Target Date Fund. Source:… Continue reading about Chart of the Week: July 6, 2026: Disappearing dedicated sustainable TDFs

Chart of the Week: June 29, 2026: SpaceX assigned ESG rating of CCC by MSCI

Green ESG concept graphic with icons

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. Number of funds exclude share classes. Data as of May 31, 2026. Sources: Morningstar, fund prospectuses and other public information, Sustainable… Continue reading about Chart of the Week: June 29, 2026: SpaceX assigned ESG rating of CCC by MSCI

Chart of the Week: June 22, 2026: Variations in performance of sustainable mutual funds and ETFs

Green financial data background with line chart

Sustainable Bottom Line:  Recent outperformance of sustainable ETFs versus mutual funds is attributable to variations in product offerings and investment exposures to higher performing sectors.  Notes of Explanation:  The top five exposures are anchored based on holdings by ETFs as of May 31, 2026.  Fixed income includes corporate bonds, government and government related issues, mortgage-backed… Continue reading about Chart of the Week: June 22, 2026: Variations in performance of sustainable mutual funds and ETFs

Chart of the Week: June 15, 2026: Leading providers of sustainable indices

Colorful financial chart with candlesticks and lines

Sustainable Bottom Line: Within a field of some 30 index suppliers used by labeled sustainable index tracking mutual funds and ETFs, three index providers dominate. Notes of Explanation:  All Others category includes 15 index providers using indices that generally apply to only one fund. Data as of May 31, 2026.  Sources: Morningstar and Sustainable Research… Continue reading about Chart of the Week: June 15, 2026: Leading providers of sustainable indices

Research

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.

Getting started

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.

Inesting ideas

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. 

Independent source for sustainable investment management company research, analysis, opinions and sustainable fund disclosure assessments