Sustainable Investing Monitor-May 2026
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.
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 Investing Monitor-June 2026
Sustainable Bottom Line: Assets of L-T focused sustainable funds gained $16.1 billion in May to reach $403.3B due to market appreciation and net positive flows.
Chart of the Week: June 22, 2026: Variations in performance of sustainable mutual funds and ETFs
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 and asset-backed bonds as well as municipal securities, where these are held.
Sustainable Bottom Line: SpaceX exclusion from the major US large-mid cap sustainable indices will have limited implications now but tracking deviations could widen over time.
Chart of the Week: June 8, 2026: Best performing funds-May 2026
Sustainable Bottom Line: May 2026 returns by top 10 fund performers, up 21.5% and powered by three overlapping themes, are not likely to be repeated. Notes of Explanation: Funds listed in descending order based on their total return performance in May 2026.
Chart of the Week: June 1, 2026: Expense ratios across core sustainable fund categories
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: Focused sustainable funds employing a "core/ESG light" strategy make it possible to achieve broad market exposure, low tracking error, and market-based returns.
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