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sustainableinvest.com website

www.sustainableinvest.com is a source of original, independent and thought leadership investment research and analysis to inform decision making in sustainable investing.  Sustainable investing refers to a range of practices in which investors aim to achieve financial returns while promoting long-term environmental or social value. Such practices combine traditional investment approaches with environmental, social, and corporate governance (ESG) insights that lead to more comprehensive analyses and making better investment decisions.  They also encapsulate socially responsible investing, thematic and impact investing, proxy voting as well as engagement.

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The goal of the website is to inform decision making by featuring original research articles that focus on sustainable investing as well as financial trends and developments.  The site, which offers free research access to all web site visitors, is geared toward individual investors, investment management firms, asset owners and financial intermediaries.  

Over the last ten years or so, there has been a dramatic expansion in the number and type of sustainable focused funds, assets under management as well as growth in the number of firms adopting sustainable investing approaches and stewardship principles as well as offering various sustainable investment alternatives for institutional and retail sustainable investors.  However, in the absence of widely accepted definitions or regulations in the US, confusion and misunderstanding regarding sustainable investing have surfaced concerns and challenges that could be affecting the durability of this investing approach.  Against this backdrop, it’s increasingly important to have a reliable and unbiased “go to” source for actionable material to inform sustainable investment decision making.

Leading concerns and challenges include the potential conflict between the exercise of fiduciary responsibility, socially responsible investing and accounting for financially material environmental, social and governance (ESG) factors in investment decisions, the performance track record of sustainable mutual funds and ETFs, cash flows into and out of sustainable funds, the proper classification of funds that pursue varying sustainable investing strategies, expense ratios, financial and non-financial reporting and disclosure practices, and fears regarding green washing, to mention just a few.  These are just some of the topics that the research posted on the sustainableinvest.com website has been covering and will continue to address.  

www.sustainbleinvest.com is dedicated to providing investors with the guidance they need to make informed decisions that align with their values and contribute to the promotion of long-term environmental and social outcomes.  Our research and analysis are available free of charge, but we are seeking your support to defray some of the costs associated with conducting our research and analysis as well as maintaining the website.  

If you value the regular and ongoing insights, analysis, guidance and educational resources provided on the website, and wish to encourage our work, please consider supporting us just once, or better yet, support us every month with a little more. 

By supporting our work, you are not only helping us cover the costs of conducting original and independent research, but you are also contributing to the advancement of a greater cause. Your financial contribution will also enable us to further expand our research capabilities and cover more topics relevant to sustainable investing, continue to provide free access to our research findings, ensuring that all investors, regardless of their financial background, can benefit from our insights and advance sustainable investing practices that promote long-tern environmental and social values.

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Frequently Asked Questions

Our research and analysis is intended to inform sustainable investors, financial intermediaries, asset owners, such as endowments, foundations, and pension funds, distributors, wealth management platforms, robo-advisors, family offices as well as other investment stakeholders.

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 values and contribute to the advancement of positive long-term environmental and social outcomes. In addition, site visitors who sign up with an e-mail address will receive monthly research updates in the form of a monthly newsletter that summarizes all research reports published during the previous month.

Our mission is to publish original, independent, and thought leadership investment research and analysis to help investors and other stakeholders navigate through the evolving and confusing sustainable finance and investing landscape and to assist investors in their efforts to align sustainable investing with their personal values and financial goals.

We don’t believe that sustainable investing approaches, on their own, can produce portfolio outperformance, consistently, over time. Most active conventional fund managers can’t beat the market year after year, and this also applies to sustainable investors. Rather, we believe that investors should be able to invest in line with their sustainability preferences, in most instances, and at the same time, realize market-based risk adjusted rates of return. This result can be achieved by employing a strategy that relies on passive or index management while taking advantage of active management in less efficient market segments, focusing wherever possible on the lowest cost options, as well as emphasizing diversification.

New research is posted to the website on a regular basis. On average, two new articles are published every week.

Site visitors can offer voluntary financial support for our current work, either in the form of a one-time or regular contributions, that help us defray some of the costs associated with conducting our research and analysis as well as maintain the www.sustainableinvest.com website. In addition, voluntary financial support will help to expand our research capabilities and offerings over time to cover additional relevant topics geared to sustainable investors and to share these through podcasts and periodic webinars.

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Enjoy 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 values and contribute to the advancement of positive long-term environmental and social outcomes.

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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.

Getting started

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.

Inesting ideas

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. 

Independent source for sustainable investment management company research, analysis, opinions and sustainable fund disclosure assessments