Original, independent, thought leadership

Sustainable Funds Monitor: July 2020

The Bottom Line:  Sustainable mutual funds and ETFs regained momentum in July, adding $153.2 billion and recording an 11th monthly consecutive high of $2,752.4 billion.

Investment Company Institute (ICI) endorses first-time ESG Roadmap

The Bottom Line:  Investment Company Institute (ICI) endorsement of a first-time ESG Roadmap represents another step forward in a process of clarifying sustainable investment strategies. Board of Governors of the Investment Company Institute (ICI) endorsed a first-time ESG Roadmap Last week, the Board of Governors of the Investment Company Institute (ICI), the US regulated funds […]

Sustainable funds cash flows summary: June 2020

The Bottom Line: Sustainable funds took a breather in June but still managed to record a tenth consecutive monthly assets high of almost $2.6 trillion. Sustainable mutual funds and ETFs[1] took a breather in June, adding just $23.4 billion, but still managed to record a tenth consecutive monthly high of almost $2.6 trillion Sustainable mutual […]

Sustainable Funds Monitor-June 2020

The Bottom Line:  Sustainable mutual funds and ETFs took a breather in June, adding just $23.4 billion but reaching another new high of $2,599.2 billion.

DOL issues proposal to address ESG investment issues in retirement plans

The Bottom Line: DOL issues proposal to address ESG investment issues in retirement plans that reflects some superficial conclusions and fundamental misunderstanding regarding ESG investing. Department of Labor issues proposal to address ESG investment issues in retirement plans In a new proposal with a 30-day comment period issued by the Department of Labor (DOL) on […]

Sustainable funds cash flows summary: May 2020

The Bottom Line: Sustainable mutual funds and ETFs achieve a ninth consecutive monthly gain to reach new high of almost $2.6 trillion at May 2020. Sustainable mutual fund and ETF assets reached a new high of almost $2.6 trillion at the end of May Continuing a streak of nine consecutive monthly gains, sustainable mutual funds […]

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