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 funde 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.
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.
Sustainable Bottom Line: Focused sustainable L-T funds trended lower again in December to end 2025 at $374.6 billion while selected sustainable indices trailed conventional counterparts.
Sustainable Bottom Line: A narrow decline still leaves institutional investors accounting for over 50% of focused sustainable L-T mutual fund assets and benefits all investors.
Sustainable Bottom Line: The ten largest focused sustainable long-term funds at YE 2025 include four leading fund candidates for consideration in core positions within portfolios. Notes of Explanation: L-T=long-term funds (excluding money market funds); *=fund rated A (refer to notes); in the case of mutual funds, fund performance results apply to the largest share class.
Sustainable Bottom Line: A common thread across the ten worst performing funds is exposure to small-cap and mid-cap stocks, segments that were challenged in 2025.
Sustainable Bottom Line: Occupying a niche corner of the capital markets, a small number of green preferred stocks offer potential attractions but also pose risks.
Sustainable Bottom Line: Focused sustainable funds employing a “core/ESG light” strategy make it possible to achieve broad market exposure, low tracking error, and market-based returns.
Free access to regularly updated original research and analysis focused exclusively on sustainable finance and investing, providing investors with the guidance needed to make informed investment decisions that align with their personal values and financial goals while also contributing to the advancement of positive long-term environmental and social outcomes.
By offering financial support for our current work, either in the form of a one-time or regular contributions, you help to defray some of the costs associated with conducting our research and analysis as well as to maintain the www.sustainablest.wpengine.com website.
Helping us to expand our research capabilities and offerings over time to cover additional relevant topics geared to sustainable investors.
Sustainable Bottom Line: Family offices represent an important slice of the estimated $3.7 to $30 trillion in AUM linked to the sustainable investing market segment.
Sustainable Bottom Line: Based on their absolute performance results, focused sustainable long-term funds are expected to end 2025 on a strong to very strong note.
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.
