Original, independent, thought leadership

Investing 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.

48% increase Y-O-Y in sustainable fund listings during 1H 2023

The Bottom Line:amp;nbsp; 59 new listings of sustainable mutual funds and ETFs during the first six months of the year offer investors additional investment options.

ARK Venture Fund: Another new, but risky, sustainable (ESG) investing option

Bottom Line: Newly launched ARK Venture Fund represents a risky sustainable (ESG) investment opportunity that should be prudently evaluated by financial intermediaries and individual investors.

Sustainable fund options in 529 college-savings plans have room to grow

The Bottom Line: Recent sustainable fund investment option additions to 529 college-savings plans by Fidelity still leaves significant room for growth given increased investor interest.

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Climate change investing through funds without sacrificing returns

The Bottom Line: A number of dedicated green bond funds so far may offer investors an opportunity to quot;do their bitquot; without sacrificing conventional returns.

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Only sustainable fund launch in July 2022 is also the first commodity fund

The Bottom Line: The only sustainable ETF launch in July 2022 is also the first commodity fund, subject to a high 80 bps expense ratio.

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Investing in carbon credits with a long-term view and diversification

The Bottom Line: New carbon credit futures investment options posted outstanding 2021 results and diverged in 2022, but a long-term view and diversification are warranted.

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Sustainable investing with SPACs

The Bottom Line:  Special Purpose Acquisition Companies (SPACs) include sustainable investing options but structural considerations are a deterrent while current valuations have reached lofty levels.

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Tesla now eligible for addition to the S&P 500 ESG Index

The Bottom Line: Tesla, already a member of some leading US equity ESG indices, is now eligible for addition to the S&P 500 ESG Index.

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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