Original, independent, thought leadership

Sustainable target date funds expand with new J. P. Morgan entry

The Bottom Line:  J. P. Morgan’s sustainable target date SmartRetirement Fund expands to four the number and variety of available target date options for investors. J.P. Morgan is latest manager to move into the sustainable target date funds space J.P. Morgan Investment Management is the latest manager to move into the sustainable target date funds […]

24 sustainable funds launched in September

The Glossary

The Bottom Line: Sustainable investing practices of new fund launches are increasingly broader and more varied while outcomes are likely more difficult to tease out. 24 sustainable funds, including mutual funds and ETFs launched in September 24 new sustainable investment funds, mutual funds and ETFs, including one ETN, were launched in September¹, adding $718.4 million […]

Seven new sustainable funds added in August

Bottom Line: Investors gained five thematic funds with a key focus on the environment and decarbonization, but other more seasoned lower cost options are available. Summary and observations Seven new sustainable investment funds¹, including five actively managed ETFs and two mutual funds were launched in August and at least 29 new sustainable ETFs as well […]

Six ETFs launched in June 2021, but investors are guided to consider alternatives

The Bottom Line: The funds lack an established track record, are generally offered at higher expense ratios and their sustainable investing strategies¹ are not unique. Investor considerations Newly launched in June 2021, the six new EFTs are still small in size, they lack an established track record and, with the exception of two ETFs, their […]

Two hot themes combined in new ETF fund filing: Cyber and ESG

The Bottom Line: A new ETF registration in April by Alpha Architect seeks to combine two hot themes, cyber and ESG, in a concentrated portfolio. Two hot themes combined in new ETF fund filing: Cyber and ESG In addition to four newly launched thematic sustainable ETFs that together added about $1.9 billion in assets during […]


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