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.
The Bottom Line: A broad-based post-election stock market rally produced the best monthly returns so far this year for stocks, but valuations may be stretched.
The Bottom Line: The drought affecting new focused sustainable mutual fund and ETF listings, which started after May of last year, continued into November 2024. Notes of explanation: Mutual fund new listings refer to new funds, excluding new share classes.
The Bottom Line: Three of October’s concentrated thematic laggards morph into some of November’s best performing funds, with total returns ranging from 13.3% to 24.2%.
The Bottom Line: Three of October’s concentrated thematic laggards morph into some of November’s best performing funds, with total returns ranging from 13.3% to 24.2%.
The Bottom Line: 18 fund management firms, or 11% of firms with focused sustainable funds withdrew from offering sustainable funds since the start of 2024. Notes of explanation: The number of fund firm exits excludes fund firms that were acquired, merged or consolidated with other
The Bottom Line: Six qualifying funds available for investors seeking a sustainable large-cap blended index mutual fund or ETF investment option to serve as an anchor position in a sustainable investment portfolio.
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The Bottom Line: Variations in the performance results by focused sustainable mutual funds and ETFs can be attributed to various factors that make comparisons difficult.
The Bottom Line: Actions that investors and advisors should consider if a relevant enforcement action is brought by the SEC against an ESG fund adviser.
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.
