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.
Sustainable Bottom Line: Labeled sustainable index mutual funds and ETFs cost dramatically less than actively managed counterparts, in some categories more than four times less.
Sustainable Bottom Line: Assets of L-T focused sustainable funds gained $26.2 billion in April due to market appreciation and net inflows of about $2.7 billion.
Sustainable Bottom Line: In addition to lacking a common definition of “impact,” fund level impact reporting by funds with “impact” in their name is limited. Sustainable funds that refer to “impact” in their names reflect variations in the definition of impact while at the same time, reporting and disclosure practices vary Of 533 labeled sustainable long‐term mutual funds (share classes collapsed) and ETFs as of April 2026, about 338 funds reflect a sustainable reference in their name.
Sustainable Bottom Line: With 30-year U.S. Treasury yields marching higher, sustainable taxable bond funds tell a clear story regarding the impact of duration and yields.
Sustainable Bottom Line: The top 10 labeled L-T sustainable fund assets gainers during the first four months of 2026 split cleanly into three sustainability groupings.
Sustainable Bottom Line: Focused sustainable funds employing a "core/ESG light" strategy make it possible to achieve broad market exposure, low tracking error, and market-based returns.
Free access to regularly updated original research and analysis focused exclusively on sustainable finance and investing, providing investors with the guidance needed to make informed investment decisions that align with their personal values and financial goals while also contributing to the advancement of positive long-term environmental and social outcomes.
By offering financial support for our current work, either in the form of a one-time or regular contributions, you help to defray some of the costs associated with conducting our research and analysis as well as to maintain the www.sustainableinvest.com website.
Helping us to expand our research capabilities and offerings over time to cover additional relevant topics geared to sustainable investors.
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.
Sustainable Bottom Line: Assets of L-T focused sustainable funds declined by $25 billion in March due to market depreciation and outflows of about $5.3 billion.
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.
