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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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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 […]

Sustainable Funds Monitor: December 2019

The Sustainable Funds Monitor provides a timely monthly snapshot of trends and developments affecting the sustainable investing market segment as seen through the lens of mutual funds and ETFs. The Monitor tracks total net assets, fund flows, fund re-brandings, new fund firms, new fund launches and Fund closures. DECEMBER HIGHLIGHT: Assets reach new all-time high […]

Sustainable Investment Funds Assets Under Management Pass $1 Trillion

Assets attributable to sustainable funds exceed $1 trillion for first time as JPMorgan transforms sustainable investing landscape Sustainable investment funds[1], including mutual funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs), exceeded $1 trillion in assets under management for the first time in September, registering a gain of $372.4 billion, or an increase of 48.2%.  Refer […]

BlackRock’s Physical Climate Risk Modeling Shows Such Risks Not Adequately Priced

BlackRock collaborated with Rhodium Group leveraged the latest climate research to model the severity, dispersion and trajectory of climate-related physical risks and help assess whether such risks are adequately priced by markets In April BlackRock Investment Institute published a research article entitled Getting physical Scenario analysis for assessing climate-related risks in which the firm set […]

Second Quarter 2018 Sustainable Funds Investing Review

Summary • The second quarter ended as the 2018 proxy season was entering its final weeks, notable for the high level of environmental and social proposals as well as a number of majority vote outcomes. • During the second quarter, several commentators advocated in favor of long-term strategies combined with an emphasis on advancing society’s […]

1st Quarter 2018 Sustainable Funds Review

Sustainable Investing Review- 1Q 2018

Summary vAn estimated $2.8 billion, or 1.1%, in net new cash flowed into the sustainable investment funds segment during the three month interval. A much more significant $18.8 billion was added by repurposed funds and funds that were reclassified. Sustainable funds ended the first quarter of 2018 with a total of 305 mutual funds and […]

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