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: Six-group annuity providers lead across broad factors likely evaluated by fiduciaries and sustainable investors considering guaranteed lifetime income inside defined contribution plans. Notes of Explanation: Companies stratified based on aggregate sustainability scores derived from publicly available information (e.g., sustainability reports, National Association of Insurance Commissioners (NAIC) filings, TCFD/ISSB disclosures, general account reporting, DC plan materials, and statutory statements.
Sustainable Bottom Line: The top 10 fund management firms offering focused long-term sustainable mutual funds and ETFs account for 73% of the segment’s total assets.
Sustainable Bottom Line: Index tracking funds appeal to sustainable investors, but at least four key questions should be added to the due diligence evaluation process.
Sustainable Bottom Line: Sustainable focused long-term funds ended October at $380.01 billion; no new funds were launched; only two of six selected sustainable indices outperformed.
Sustainable Bottom Line: Smart-grid and electrification themes drove recent strong gains while core infrastructure strategies lagged, creating a performance divide across various sustainable infrastructure funds.
Recent survey results show Americans, especially younger ones, are integrating socially responsible investing. A sustainable investor preferences questionnaire can help formalize an investor’s sustainability preferences.
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: The absence of new focused sustainable fund listings for the third consecutive month continues to reflect the dramatic slowdown in new funds. Notes of Explanation: New fund listings exclude the introduction of additional share classes.
Sustainable Bottom Line: Product breadth remains uneven for sustainable investors interested in creating diversified Exchange Traded Fund portfolios consisting entirely of focused index tracking ETFs.
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.
