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Category: Resources

Continuously updated supplemental materials to further inform investors and financial intermediaries, featuring a directory of sustainable funds and their strategies.

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Sustainable Large Cap Funds-SRA Fund Quality Ratings

Sustainable Bottom Line: Fund quality ratings can be used by investors, financial intermediaries and other stakeholders to screen, select funds and construct sustainable investment portfolios. SRA Fund Quality Ratings-An Explanation:Fund quality ratings are assigned to funds within their designated investment category/segment. The investment category/segment for which the displayed ratings have been assigned falls into the […]

Renewable Energy Funds-SRA Fund Quality Ratings

Sustainable Bottom Line:  Fund quality ratings, ranging from A to E, can be used to screen and construct sustainable investment portfolios by investors and advisors. SRA quality ratings-An Explanation: Fund quality ratings are assigned to funds within their designated investment category/segment. The investment category/segment for which the the displayed ratings have been assigned falls into the […]

Schroders institutional investing study also offers insights applicable to sustainable retail investors

The Bottom Line: UK-based investment management firm Schroders global institutional investor study finding regarding sustainable investing offers observations that are equally valid for retail investors.  Schroders releases results of its fifth annual global institutional investor study Last week Schroders, the UK based investment manager, released the results of its fifth institutional investor study that analyzes […]

2018 USSIF Report-US SRI Trends Shows Assets Reaching $12 Trillion

The Forum for Sustainable and Responsible Investment (USSIF) released its 2018 Biennial Foundation’s “Report On US Sustainable, Responsible and Impact Investing Trends.” The Report, based on data collected and analyzed through the beginning of 2018, disclosed that assets linked to sustainable, responsible and impact investing (SRI) strategies have reached $12.0 trillion, up 38% percent from […]

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