Original, independent, thought leadership

December 2020 commentary: Green bond funds and green bonds

The Bottom Line:  Green bond funds reach $1.0 billion for first time while green bonds pass the cumulative $1.0 trillion level; outlook positive for 2021. Green bond funds added $87.9 million in assets and exceed $1.0 billion for the first time US green bond mutual funds and ETFs, a total of seven funds and 22 […]

November 2020 Commentary—Green bond funds and green bonds  

The Bottom Line: US green bond funds are on the cusp of reaching and exceeding $1.0 billion in assets under management for the first time. November Summary Seven or so years after the launch of the first green bond fund, funds in the US that primarily invest in environmentally beneficial securities are on the cusp […]

October update: Green bond funds back on track to reach $1 billion

The Bottom Line: Green bond funds reach $930.4 billion in assets at October month-end and are back on track to reach $1 billion in 2020. October green bond funds: summary Green bond funds recorded strong gains in assets, adding a net of $74.5 million to end October at $930.4 million. This represents the best dollar […]

September Update: Green bond funds and green bonds gained

The Bottom Line:  Green bond funds in the US experienced positive cash flows in September and added $13.1 million to end September at $855.9 million. September green bond funds: summary Green bond funds in the US experienced positive cash flows in September and added a net of $13.1 million to end September at $875.9 million. […]

August update: Green bond funds reach $842.8 million

The Bottom Line:  Green bond funds posted a negative -0.38% average total return in August but added $35.6 million to end August at $842.8 million. August green bond funds summary Against a backdrop of rising long-term Treasury yields throughout August, green bond funds, including mutual funds and ETFs, posted a negative -0.38% average total rate […]

July update: Green bond funds likely to reach $1 billion by year-end 2020

The Bottom Line:  Green bond funds and ETFs reached $807.2 million as of July 31, likely to reach $1 billion in assets by year-end 2020. Green bond funds reach $807.2 million at the end of July, likely to reach $1 billion by year-end Green bond mutual funds and ETFs surpassed $800 million in assets for […]

Research Note: Coronavirus Pandemic Impact on Green Bonds

The Bottom Line:   The coronavirus pandemic did not spare green bonds and impacted the green bonds segment of the market in at least three ways. Introduction:  Green bond market also impacted by coronavirus pandemic    The coronavirus pandemic didn’t spare green bonds and it impacted the green bonds segment of the market in at least […]

Green bonds and Green bond funds expected to achieve new 2019 records

Growth of green bonds and green bond funds expected to reach new records:  Green bonds volume expected to reach $250 billion in 2019 while green bond funds exceed $500 million We are about to close calendar year 2019 with record green bond issuance that is expected for the first time to reach $250 billion worldwide, […]

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.

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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.

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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. 

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