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.
The Bottom Line: During the month of February, there were closures or re-brandings of 25 focused sustainable fund/share classes managed by ten investment management firms.
The Bottom Line: The common thread among Barron's list of the top 100 sustainable companies is that sustainability is deeply embedded in their corporate strategies.
The Bottom Line: Focused long-term sustainable funds gained $6.7 billion in net assets but experienced outflows, no fund launches were recorded, while ESG indices trailed.
The Bottom Line: Nine active and passively managed thematic water funds offer investors options, but the segment’s performance has lagged over the last five years. Notes of Explanation: Funds listed in order of 12-Month performance to January 31, 2025.
The Bottom Line: Vanguard reduced fees charged by 87 funds, including two focused sustainable funds, one of which now carries a 7 bps expense ratio. Notes of Explanation: Data as of year-end 2024.
The Bottom Line: Investors seeking to hire a financial advisor should interview multiple advisors before deciding and prepare a set of core questions in advance.
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.
The Bottom Line: Sustainable investors and financial intermediaries should look beyond the limiting focused sustainable fixed income investment funds universe to identify eligible investment funds. Notes of Explanation: Data as of year-end 2024, in $millions.
The Bottom Line: Green bond funds, which have performed well over the last five years, offer a compelling thematic sustainable investment option in bond allocations. Notes of Explanation: Funds/share classes listed in order of total return performance in 2024.
