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.
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.
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.
Vision Report: Performance of Sustainable Indices and Mutual Funds
The Bottom Line: Recent studies of equity indices and mutual funds support findings that equity investors don’t have to give up returns to invest sustainably.
Share This Article:
The Bottom Line: Recent studies of equity indices and mutual funds support findings that equity investors don’t have to give up returns to invest sustainably.
Premium Articles Access Priority Support 1 Fixed Price
Access to All Data No Credit Card Required Cancel Any Time
Access to Premium Articles Priority Support Save 25%
$99
PER YEAR
Access to exclusive content
Premium Articles
Access 1 Fixed Price
Free Trial
30-Day
Access to exclusive content
Access to All Data No Credit card Required Cancel Any Time
$9.99
MONTHLY
Access to premium content
Access to premium Articles Save 25%
Sustainable Funds Monitor
Funds Glossary
Quarterly On-Line Briefings
Sign up to free newsletters.
By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact