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Sustainable Funds Cash Flows Summary: November 2019

Assets attributable to sustainable funds gain $114.5 billion in net assets, or 8.1% month-over-month to end November and head into year-end 2019 at another new high of $1.5 trillion Sustainable investment funds, including mutual funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs) across all assets classes, reached $1.53 trillion in assets under management at the […]

Sustainable Funds Cash Flows Summary: October 2019

Assets attributable to sustainable funds reach $1.4 trillion in October, expanding by 24% since September as mutual fund re-brandings continue to gain momentum Sustainable investment funds(1), including mutual funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs) reached $1.4 trillion in assets under management at the end of October 2019, adding $273.8 billion since September or […]

Sustainable Funds Cash Flows Summary: August 2019

Assets attributable to sustainable funds declined by $8.4 billion in August largely due to market movement Sustainable funds, including mutual funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs), registered a decline in the amount of $8.4 billion, or 1.1% to end the month of August at $772.7 billion. This was only the second time this […]

Sustainable Investment Funds Cash Flows Summary: July 2019

Assets attributable to sustainable funds add another $18.4 billion end July at another new high level of $781.1 billion in assets under management Adding to June’s $52.08 billion in assets under management, sustainable funds, including mutual funds, ETFs and ETNs, registered a net increase of $18.4 billion in assets under management, or 2.4%. The increase […]

Sustainable Funds Cash Flows Summary: June 2019

Assets attributable to sustainable funds snap back, adding $52.1 billion to end June at a new high level of $762.7 billion in assets under management Reversing May’s $20.7 billion decline in assets under management, sustainable funds, including mutual funds, ETFs and ETNs, registered a net increase of $52.08 billion in assets under management, or 7.3% […]

Sustainable Funds Cash Flows Summary Report: May 2019

Assets attributable to sustainable funds decline by $20.7 billion, ending May at $710.6 billion in assets under management After six consecutive months of posting asset gains, sustainable funds, including mutual funds, ETFs and ETNs, registered a net decline of $20.7 billion in assets under management, or -2.8%, to end May 31, 2019 with $710.6 billion […]

Sustainable Funds Monthly Cash Flows Summary Report: April 2019

SRI funds add $106 billion and end April with $733.5 billion in assets under management For the sixth consecutive month, sustainable funds, including mutual funds, ETFs and ETNs, registered another monthly all-time high of $733.5 billion in assets under management as of April 30, 2019.  A total of $106.0 billion in net assets were added […]

Monthly Sustainable Mutual Funds Cash Flows: March 2019

Sustainable funds pierce through half trillion for the first time and reach new high of $627 billion, benefiting from a large number of fund re-brandings and capital appreciation in March For the sixth consecutive month, sustainable funds, including mutual funds, ETFs and ETNs, registered another monthly all-time high of $627.5 billion in assets under management […]

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