Original, independent, thought leadership

Can the U.S. Antitrust Laws Stop ESG investing?

Opinion:  ESG is gaining traction as a political issue and in the process, arguments have surfaced that ESG initiatives may be subject to anti-competitive practices. The politicization of ESG investing is introducing additional business uncertainties and risks with financial consequences, including potential legal liabilities and reputational issues ESG investing is gaining traction as a political […]

Stocks and bonds recorded gains of 0.39% and 0.27% in May

The Bottom Line:  Stocks and bonds eked out gains in May while the relative performance of selected sustainable equity and bond indices trailed conventional benchmarks. The broad stock market, as measured by the S&P 500 Index, briefly traded in bear market territory but managed to eke out a narrow 0.39% gain in May The broad […]

S&P Global Ratings to issue ESG credit-related indicators

The Bottom Line:  S&P Global Ratings becomes the third credit rating agency to issue ESG credit indicators intended to inform the CRA’s assessment of creditworthiness. S&P Global Ratings becomes third credit rating agency to issue ESG credit-related indicators S&P Global Ratings became the third credit rating agency (CRA), after Fitch Ratings and Moody’s Investors, to […]

Tesla now eligible for addition to the S&P 500 ESG Index

The Bottom Line: Tesla, already a member of some leading US equity ESG indices, is now eligible for addition to the S&P 500 ESG Index. Tesla now eligible for addition to the S&P 500 ESG Index Tesla was in the news again, this time in connection with the addition of the stock as a member […]

A Decade of Sustainable Funds Investing: 10 Years/10 Charts

Assets of sustainable mutual funds and ETFs close 2019 at $1.6 trillion, up from $113.5 billion ten years ago The total net assets of mutual funds and exchange traded funds (ETF)(1) sourced to sustainable investing approaches expanded dramatically in the last decade, adding almost $1.5 trillion in the last ten years. Assets increased from $113.5 […]

Money Market Funds and Sustainable Investing: Happy Together

Introduction Additional money market funds have jumped onto the sustainable investing[1] parade by launching or converting existing money market funds to reflect the adoption of various sustainable investing approaches, ranging from negative screening (exclusions) to ESG integration, engagement, and even some variations of impact investing. In the last five months or so, a total of […]

Are Tesla’s Senior Notes Green? Analysis of Tesla’s Sustainable Bonds

Since the announcement on August 11 and successful placement of Tesla’s $1.80 billion Senior Notes, some disappointment has been expressed by the fact that Tesla didn’t formally qualify as green the company’s newly issued notes. It was suggested that issuing designated green bonds (or notes, in this instance) would have been a way to highlight […]


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