Sustainable Investing Research and Analysis

Assisting investors and financial intermediaries achieve sustainable investing goals and objectives

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Monthly Sustainable Portfolios Performance Summary: July 2018

Summary S&P 500 Index recorded best gain since January, up 3.72%, while bonds posted an increase of 0.02%; SUSTAIN Large Cap Equity Fund Index...

SUSTAIN Large Cap Equity Fund Index Up 3.93% in July 2018, Leading S&P 500...

Summary Market Summary: S&P 500 records best gain since January, up 3.72% as strong corporate earnings combined with the anticipation of robust economic growth...

Private Prisons and Divestment: Issues and Alternative Approaches

In an Opinion article published in The New York Times entitled “More Cities and States Should Divest From Private Prisons,” Scott M. Stringer, comptroller...

Second Quarter 2018 Sustainable Funds Investing Review

Summary • The second quarter ended as the 2018 proxy season was entering its final weeks, notable for the high level of environmental and social...


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Sustainable Portfolios Performance Summary: November 2017

Summary The 3.07% gain of the S&P 500 Index in November, driven by strong corporate earnings, solid economic growth around the world and signs of...

SUSTAIN Large Cap Equity Fund Index Declines -2.00% in March; Beats S&P 500 Index...

Summary During a volatile March month that reflected shifting investor sentiments, the SUSTAIN Large Cap Equity Fund Index registered a decline of -2.00%, or...

Sustainable Funds Reporting Round Up: Alger Green Fund and More -January 2018

Alger Responsible Sutainable Investing Fund Fred Alger Management Inc. 9/30/2017 Annual Report filed as of 12/7/2017  Observations: The fund across its four share classes trailed behind the...
Fiduciary Funds

Department of Labor Reiterates Guidance on Fiduciary Duty and Social Investments

On April 23, 2018, the U.S. Department of Labor (DOL) Again Attempts to Clarify Social Investing Rules for Plan Fiduciaries On April 23, 2018, the...

Sustainable Portfolios Performance Summary: April 2017

Late Month Rally Helps Stocks Achieve 1.03% Gain; Bonds Add 0.77% A rally late in the month helped stocks achieve a gain of 1.03%,...

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