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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: 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

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