Sustainable Investing Monitor-May 1, 2025
Sustainable Bottom Line: Focused long-term sustainable funds ended April with $331.7 billion in assets, a $7.3 billion drop, and experienced outflows, while ESG indices stabilized.
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.
Chart of the Week – June 23, 2025: Sustainable foreign large blend funds for globally diversified portfolios
Sustainable Bottom Line: Foreign large blend funds have been outperforming the SP 500 recently and should continue to do so based on capital market projections.
Sustainable Investing Monitor-June 1, 2025
Sustainable Bottom Line: Focused sustainable funds ended May with $346 billion, gaining $14.3 billion, and eked out inflows, while three of six sustainable indices outperformed.
Sustainable Bottom Line: The expansion of Vanguard’s pass-through voting program, and others like it, offers various sustainable investors another avenue to express their sustainability preferences.
Chart of the Week – June 2, 2025: Risks of small sized funds
Sustainable Bottom Line: The recent liquidation of the only two ocean-focused thematic funds highlight the risks of investing in funds that do not achieve scale.
Chart of the Week – May 26, 2025: Financial Advisor Survey Findings-2025
Sustainable Bottom Line: Inaugural survey of FAs worldwide shows strong interest in private markets while ESG ranked as least important to their private wealth clients.
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.
YOU MAY ALSO LIKE
Sustainableinvest.com
New Subscription Updates
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.
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
