Our research and analysis is intended to inform sustainable investors, investment decision makers of financial intermediaries, asset owners, such as endowments, foundations, and pension funds, distributors, wealth management platforms, robo-advisors, family offices as well as other investment stakeholders.

In addition to individual investors, these include, for example: (1) investment management firms, banks as well as insurance companies and their portfolio managers, research analysts, ESG analysts, strategists, marketing personnel, and product development specialists, to mention just a few, (2) asset owners, such as endowments, foundations and pension funds, including defined contribution (401(k) plans, 401(b) and 457 plans), and (3) financial intermediaries, such as planners and distributors, wealth management platforms and robo-advisors.

Our mission is to publish original, independent, and thought leadership investment research and analysis to inform decision making in sustainable investing and help investors and other stakeholders navigate through an evolving sustainable finance landscape.

We don’t believe that sustainable investing approaches, on their own, can produce portfolio outperformance, consistently, over time. Most active conventional fund managers can’t beat the market year after year, and this also applies to sustainable investors. Rather, we believe that investors should be able to invest in line with their sustainability preferences, in most instances, and at the same time achieve market-based risk adjusted rates of return. This result is attained by employing a strategy that relies on passive or index management, taking advantage of active management in less efficient market segments, focusing on the lowest cost options as well as emphasizing diversification.

While a large body of research and analysis is offered for free, subscribers receive access to the following extra and exclusive research:

–Sustainable Funds Monitor– A timely monthly snapshot of trends and developments in the sustainable investing market segment as seen through the lens of mutual funds and ETFs. The Monitor tracks total net assets trends, new fund launches and fund closures, sustainable bond issuances and the performance results of selected sustainable indices versus conventional benchmarks. Published monthly, the Sustainable Funds Monitor is usually available within ten days following the month’s end.

–Funds glossary-A compendium of sustainable mutual funds and ETFs that lists each sustainable mutual fund and ETF, based on classifications by Morningstar, along with each fund’s investment objective, the name of the fund’s investment advisor, latest net expense ratio and a detailed description of each fund’s sustainable investing approach and methodology, taken directly from each fund’s SEC prospectus document. The glossary, which is not yet complete, is being expanded and updated regularly and will eventually cover all sustainable investment funds listed in the US.

–Quarterly on-line briefings. Subscribers are invited to attend exclusive quarterly briefings that will focus on trends and developments impacting sustainable mutual funds and ETFs, including a question-and-answer segment.

Subscribers can reach out to staff analysts via email or phone calls to discuss specific topics or specific research relating to published articles.