Original, independent, thought leadership

Sustainable Investing Opinion Briefs: May 2019

May 29, 2019 – According to a paper by Dutch asset manager Rebeco, investment strategies that use exclusion as their primary investment screening “tool, are not sustainable”. As reported in Expert Investor by Joe McGrath, Rebeco’s head of ESG (Masja Zandbergen) addressed the issue of “greenwashing” by further suggests that “investing in” lower quality ESG […]

Sustainable Investing Opinion Briefs – January 15, 2019

Opinions Briefs coverage:  Moody’s Investors publication of a cross-sector rating methodology explaining the firm’s general principles for assessing ESG risks in credit analysis globally, a Barron’s article entitled “Forgive and Forget?” in which Lewis Braham poses the question:  How long does it take to forgive a company for egregious behavior?, a regulation being proposed by […]

Sustainable Investing Opinion Briefs: December 31, 2018

December 18, 2018 – An article by Kelsey Piper in Vox entitled “impact investment” funds advertise great returns and social impacts. They aren’t delivering” makes the case that impact investing, which is also referred to as socially responsible investing, is probably not making the world better. According to Kelsey, “Impact investing” is built on a […]

Sustainable Investing Opinion Briefs – December 15, 2018

December 14, 2018 – Ted Knustson reported in Personal Finance on the December 13,  2018 meeting of the Securities and Exchange Commission (SEC) Investor Advisory Committee meeting that included a discussion with various invited industry representatives regarding disclosures on sustainability and environmental, social and governance (ESG) topics.  While ESG investing goes mainstream and the focus […]

Sustainable Investing Opinion Briefs: November 30, 2018

November 23, 2018 – A report from Cerulli Associates states that the “variety and scope of sustainable bond funds” are expected to “expand considerably” over the next 5 years. At present, most sustainable bond funds are focused on investment grade corporate debt. The report suggests that limited availability of sustainable sovereign and high yield bonds, […]

Sustainable Investing Opinion Briefs: November 1 – November 15, 2018

November 8, 2018 – An editorial in the Wall Street Journal entitled “A Green Ballot Trouncing” posits that the mid-term elections held on November 6 highlighted “that more voters like Donald Trump’s policies than like him.” This was based on the voters’ embrace of Mr. Trump’s pro-growth energy positions expressed in the form of a […]

Sustainable Investing Opinion Briefs: October 15 – October 31, 2018

October 31, 2018 – The Forum for Sustainable and Responsible Investment (USSIF) released its 2018 Biennial Foundation’s “Report On US Sustainable, Responsible and Impact Investing Trends.” The Report, based on data collected and analyzed through the beginning of 2018, disclosed that assets linked to sustainable, responsible and impact investing (SRI) strategies have reached $12.0 trillion, […]

Sustainable Investing Alerts: October 1 – October 15, 2018

Oct. 10, 2018 DUE DILIGENCE Alert: MODERATE COMPETITIVE Alert: 3 Event: Calvert expands its ESG research team. Briefing Point(s): i) Calvert has added four new senior ESG specialists to its research team, which is headed by Director of ESG Research Jessica Milano, ii) Three of the new hires come from US Federal Agencies including: the […]

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