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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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SRA Fund Quality Ratings-Focused Sustainable Large Blend Funds (September 2025)

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. Focused Sustainable Large Blend Funds Updated as of September 30, 2025 (Supersedes Fund Quality Ratings assigned as of May 2025) SRA Fund Quality Ratings-An Explanation Fund quality ratings are assigned […]

SRA Fund Quality Ratings: Focused Sustainable Mid-Cap Blend Funds

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, as defined by Morningstar. The investment category/segment for which the displayed ratings have […]

SRA Fund Quality Ratings: Focused Sustainable Intermediate Core-Plus Bond Funds

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 ExplanationFund quality ratings are assigned to funds within their designated investment category/segment, as defined by Morningstar. The investment category/segment for which the displayed ratings have been […]

SRA Fund Quality Ratings: Focused Sustainable Intermediate Core Bond Funds

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, as defined by Morningstar. The investment category/segment for which the displayed ratings have […]

SRA Fund Quality Ratings: Focused Sustainable High Yield Bond Funds

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 ExplanationFund quality ratings are assigned to funds within their designated investment category/segment, as defined by Morningstar. The investment category/segment for which the displayed ratings have been […]

SRA Fund Quality Ratings: Focused Sustainable Small Blend Funds

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 ExplanationFund quality ratings are assigned to funds within their designated investment category/segment, as defined by Morningstar. The investment category/segment for which the displayed ratings have been […]

SRA Fund Quality Ratings: Focused Sustainable Diversified Emerging Markets Funds

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 ExplanationFund quality ratings are assigned to funds within their designated investment category/segment, as defined by Morningstar. The investment category/segment for which the displayed ratings have been […]

SRA Fund Quality Ratings: Focused Sustainable Foreign Large Blend Funds

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 […]

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