Stewardship Reporting: Largest 50 Asset Management Firms Globally
Sustainable Bottom Line: Stepped up disclosures of sustainable investing strategies in stewardship reports by investment management firms offers investors an expanded number of investment options. Takeaway: Nearly every one of the fifty largest asset managers globally now publishes some form of stewardship or ESG-integration disclosure — but only five provide the fully quantified, scope-explicit account… Continue reading about Stewardship Reporting: Largest 50 Asset Management Firms Globally
Sustainable Investing Monitor-September 2026
Sustainable Bottom Line: Assets of L-T labeled sustainable funds reached over $400 billion again in August while selected sustainable indices delivered mixed relative performance results. Long-Term Net Assets of Focused Sustainable Mutual Funds and ETFs: 2025 – 8/31/2026 The total net assets of labeled sustainable long-term mutual funds and ETFs bounced back above the $400… Continue reading about Sustainable Investing Monitor-September 2026
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