The Bottom Line: Fast tracking the energy transition at COP 28 could stimulate the performance of clean and renewable energy funds, overcoming recent poor performance.
The Bottom Line: The campaign against ESG considerations by investment managers and investors shows no evidence so far that interest in sustainable investing is diminishing.
The Bottom Line: Investors considering scale in their investment decision making can choose from at least ten firms whose sustainable assets reached almost $230 billion.
The Bottom Line: Beaten down prices of clean energy stocks and related securities may be approaching a buying opportunity for intermediate and long-term fund investors.
The Bottom Line: The SEC will finalize rules in 2023 covering corporate climate disclosures, executive compensation proxy voting, sustainable fund classifications and fund naming conventions.
The Bottom Line: ESG investing has morphed from ESG integration to encapsulate socially responsible investing considerations. Lack of standards has led to widespread misunderstanding and confusion.
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.
The Bottom Line: Dow Jones survey reports that recent developments like the pandemic, the Ukraine conflict and the energy crisis are influencing sustainable investing practices.
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.
