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Sustainable funds cash flows summary: August 2020

The Bottom Line: Sustainable mutual funds and ETFs reached $2.9 trillion in August and are on a trajectory to exceed $3 trillion within several months. Sustainable mutual funds and ETFs[1] reached almost $2.9 trillion and are on a trajectory to exceed $3 trillion within several months.  Sustainable mutual funds and ETFs recorded their 12th consecutive […]

Sustainable funds cash flows summary: July 2020

The Bottom Line: Sustainable mutual funds and ETFs regained their momentum in July, closing the month at slightly above $2.7 trillion in assets under management. Sustainable mutual funds and ETFs[1] regained their momentum in July, closing the month at slightly above $2.7 trillion Sustainable mutual funds and ETFs regained their momentum in July as did […]

Sustainable funds cash flows summary: June 2020

The Bottom Line: Sustainable funds took a breather in June but still managed to record a tenth consecutive monthly assets high of almost $2.6 trillion. Sustainable mutual funds and ETFs[1] took a breather in June, adding just $23.4 billion, but still managed to record a tenth consecutive monthly high of almost $2.6 trillion Sustainable mutual […]

Sustainable funds cash flows summary: May 2020

The Bottom Line: Sustainable mutual funds and ETFs achieve a ninth consecutive monthly gain to reach new high of almost $2.6 trillion at May 2020. Sustainable mutual fund and ETF assets reached a new high of almost $2.6 trillion at the end of May Continuing a streak of nine consecutive monthly gains, sustainable mutual funds […]

Sustainable Funds Cash Flows Summary: April 2020

The Bottom Line: Sustainable fund assets reached a new high in April 2020 at almost $2.5 trillion, boosted largely by market movement and fund re-brandings. Sustainable mutual fund and ETF assets reached a new high of almost $2.5 trillion at the end of April Stocks and bonds moved sharply higher in April, with the S&P […]

Sustainable Funds Cash Flows Summary-March 2020

The Bottom Line:  In one of the most volatile months in stock market history, the assets of sustainable funds broke through the $2 trillion level. Sustainable mutual fund and ETF assets exceed $2 trillion for first time at the end of March The month of March has been one of the most volatile in stock […]

Sustainable Funds Cash Flows Summary: February 2020

The Bottom Line: Coronavirus crisis introduces profound challenges that will reverse for a time asset gains by sustainable funds that ended February at $1.87 trillion. A severe market downturn that started at the end of February didn’t prevent the achievement of another new all-time high for sustainable fund assets that gained $4.8 billion The coronavirus […]

Sustainable Funds Cash Flows Summary: January 2020

The Bottom Line: Assets attributable to sustainable funds gained $255.1 billion, 16% month-over-month increase, to end January 2020 with $1.87 trillion in assets—another new high. Another new high:  Assets attributable to sustainable funds gained $255.1 billion, or 16% month-over-month to end January 2020 with $1.87 trillion in net assets Net assets of sustainable mutual funds […]

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