Sustainable Investing Monitor-August 2026
Sustainable Bottom Line: Assets of labeled L-T sustainable funds ended lower in July at $393.7 billion while selected sustainable indices delivered mixed relative performance results. Net Assets of Labeled Long-Term Sustainable Mutual Funds and ETFs: 2025 – 7/31/2026 After recording three consecutive monthly gains in net assets that elevated labeled sustainable long-term funds above the… Continue reading about Sustainable Investing Monitor-August 2026
Below 1,000: Sustainable Funds Slide Into Niche Territory
Sustainable Bottom Line: Sustainable Bottom Line: The labeled long-term US sustainable funds count, including mutual fund share classes and ETFs combined, just dropped to under the 1,000 mark. The number of labeled long-term sustainable funds/share classes dropped below 1,000As of July 31, 2026, the number of labeled long-term sustainable mutual funds (counting share classes) and… Continue reading about Below 1,000: Sustainable Funds Slide Into Niche Territory
Sustainable Investing Monitor-July 2026
Sustainable Bottom Line: Assets of L-T labeled sustainable funds ended in June lower due to net outflows while sustainable indices delivered positive relative performance results. Long-Term Net Assets of Focused Sustainable Mutual Funds and ETFs: 2025 – 6/30/2026 In June when every major asset class gave back ground or advanced only modestly, in contrast to… Continue reading about Sustainable Investing Monitor-July 2026
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. Long-Term Net Assets of Focused Sustainable Mutual Funds and ETFs: 2025 – 5/31/2026 U.S. equity markets, responding to a robust first quarter earnings season, delivered another strong month. All three… Continue reading about Sustainable Investing Monitor-June 2026
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-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. Long-Term Net Assets of Focused Sustainable Mutual Funds and ETFs: 2025 – 4/30/2026 The powerful April rebound in global equities produced a strong headwind that led to a month-over-month gain… Continue reading about Sustainable Investing Monitor-May 2026
Sustainable Investing Monitor-April 2026
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. Long-Term Net Assets of Focused Sustainable Mutual Funds and ETFs: 2025 – 3/31/2026 The total net assets of focused sustainable long-term funds, including mutual funds and ETFs (excluding money market… Continue reading about Sustainable Investing Monitor-April 2026
Sustainable Investing Monitor-March 2026
Sustainable Bottom Line: Assets of L-T sustainable mutual funds and ETFs gained $1.5 billion in February to reach $383.3 billion but experienced net outflows again. Long-Term Net Assets: Focused Sustainable Mutual Funds and ETFs Benefiting from market appreciation for the second month in a row but still experiencing net outflows, the total net assets of… Continue reading about Sustainable Investing Monitor-March 2026