Original, independent, thought leadership

Sustainable mutual funds post an average decline of 1.05% in May 2023

The Bottom Line:  Technology heavy and growth-oriented sustainable mutual funds and ETFs registered strong performance results in May and extended their wide performance lead year-to-date. US stocks posted a narrow increase in May, adding 0.43%, while bonds dropped 1.09% US stocks posted a narrow increase in May, adding 0.43% according to the S&P 500 Index […]

ESG interest in DC plans high, but usage remains low

The Bottom Line:  Expressions of interest in sustainable investments may be high, but usage remains low in employer-sponsored defined contribution plans, calling for additional education. MFS US Retirement Survey, 2022:  Interest in more sustainable (ESG) investments in employer-sponsored retirement plansNotes of Explanation:  Percentages represent the sum of respondents that chose somewhat interested, very interested and […]

Green bond funds update-April 2023

The Bottom Line:  April 2023 green bond fund performance results favored passively managed funds investing in US dollar denominated securities and featuring low expense ratios. Observations: Green bond funds, the segment of thematic bond funds consisting of five mutual funds/28 share classes and three ETFs that offer investors exposure to environmental projects and investments while […]

April 2023 returns highlight variety of sustainable mutual funds

The Bottom Line:  April performance results highlight that mutual funds at this time offer sustainable investors a greater variety of investment options relative to ETFs. April 2023 average total return performance for top 10 performing investment categories stratified by actively managed mutual funds and ETFs Observations: Strong earnings registered by several large companies overcame bank […]


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