Original, independent, thought leadership

Labeling the Politics of ESG Funds

The Bottom Line: Critics of ESG investing exhibit a lack of knowledge and awareness of key features of sustainable investing specifically related to ESG integration. Introduction Increasingly, criticism of ESG investing has taken on a political tilt.  These arguments often identify ESG funds as a means of ‘state control of the economy and of society’. … Continue reading about Labeling the Politics of ESG Funds

Inaugural standards issued by International Sustainability Standards Board (ISSB)

The Bottom Line:  ISSB reporting standards covering sustainability-related risks and opportunities companies face over varying time intervals have the potential to achieve widespread adoption worldwide. International Sustainability Standards Board (ISSB), a unit of the International Financial Reporting Standards (IFRS), this week issued its inaugural reporting standards Following an intensive eighteen-month effort, the International Sustainability Standards… Continue reading about Inaugural standards issued by International Sustainability Standards Board (ISSB)

Sustainable mutual funds post an average decline of 1.05% in May 2023

The Bottom Line:  Technology heavy and growth-oriented sustainable mutual funds and ETFs registered strong performance results in May and extended their wide performance lead year-to-date. US stocks posted a narrow increase in May, adding 0.43%, while bonds dropped 1.09% US stocks posted a narrow increase in May, adding 0.43% according to the S&P 500 Index… Continue reading about Sustainable mutual funds post an average decline of 1.05% in May 2023

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