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Category: Topical Research

Periodic articles that identify, analyze and interpret relevant topics of interest to sustainable investors and other interested stakeholders. Recent examples include efforts to allow underlying investors in a mutual fund or ETF to express their views on proxy voting. 

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One IPO, Two Universes: What SpaceX Means for Sustainable Index Fund Investors

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. SpaceX IPO: Record Scale, Constrained Float SpaceX is widely expected to complete the largest IPO in history on or about June 12, 2026, raising about $75 billion at a valuation… Continue reading about One IPO, Two Universes: What SpaceX Means for Sustainable Index Fund Investors

Sustainable Investing Monitor-February 2026

Three colorful magnifying glasses on a dark surface.

Sustainable Bottom Line: Assets of sustainable long-term mutual funds and ETFs reached $382 billion but recorded net outflows while selected sustainable indices trailed conventional counterparts. Long-Term Net Assets: Focused Sustainable Mutual Funds and ETFs Benefiting from market appreciation but still experiencing net outflows, the total net assets of focused sustainable long-term funds attributable to mutual… Continue reading about Sustainable Investing Monitor-February 2026

Research

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