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Category: Other Trends

Research and reporting on how sustainability has rapidly gained importance in society and  increased awareness of issues such as climate change and social inequality in ways that are changing the investing market environment rapidly. The trend toward sustainability has the potential to impact and transform different sectors in ways that may not be crystal clear today and will evolve over time.

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2020 Review: Sustainable ETFs and ETNs

The Bottom Line: Sustainable ETFs/ETNs in 2020 experienced significant growth and ended the year at $93.1 billion across 154 funds. The ESG Integration-Mixed approach dominates. Sustainable ETFs in 2020 experienced significant growth and ended the year at $93.1 billion in assets Sustainable ETFs[1], dominated by funds that pursue an ESG Integration-Mixed[2] approach to sustainable investing, […]

Limited number of ETF re-brandings vs. mutual funds

The Bottom Line: iShares ESG Advanced HY Corporate ETF only 4th re-branded index fund in last 12-months during interval when just 12 ETFs were repurposed. [ihc-hide-content ihc_mb_type=”block” ihc_mb_who=”reg” ihc_mb_template=”4″ ] The Bottom Line: iShares ESG Advanced HY

Sustainable Funds Monitor: August 2020

The Bottom Line:  Sustainable mutual funds and ETFs ended August at $2,856.9 billion and are on a trajectory to exceed $3 trillion within several months.

Sustainable Funds Monitor: July 2020

The Bottom Line:  Sustainable mutual funds and ETFs regained momentum in July, adding $153.2 billion and recording an 11th monthly consecutive high of $2,752.4 billion.

Sustainable Funds Monitor-June 2020

The Bottom Line:  Sustainable mutual funds and ETFs took a breather in June, adding just $23.4 billion but reaching another new high of $2,599.2 billion.

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