Sustainable Investing Research and Analysis

Assisting investors and financial intermediaries achieve sustainable investing goals and objectives

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SUSTAIN Equity Fund Index Gains 3.21% and Outperforms S&P 500 by 1.17% in November

November Performance Summary • Bond and equity markets continued on their volatile path into November, but end on positive notes:...

Sustainable Investor Profile Evaluator (SUSTAIN Evaluator)

Summary The Sustainable Investor Profile Evaluator (SUSTAIN Evaluator) is a Microsoft Excel-based application that relies on an easy to use questionnaire approach by which answers...

Monthly Sustainable Cash Flows: September 2018

Summary Sustainable funds close September having achieved another high point with $321.9 billion in assets under management, up $11.4 billion of which $10.99 billion,...

Monthly Sustainable Model Portfolios Performance Summary: October 2018

October Summary The three sustainable model portfolios ended the month of October lower, with results corresponding to their risk profiles and also the performance of their...


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TIAA Sales Practices Under Investigation: What Should TIAA Sustainable Fund Investors Do?

Recent Reports Raise Questions Regarding TIAA Sales Practices It was recently reported in The New York Times (NYT) that New York State’s Attorney General subpoenaed...

SUSTAIN Large Cap Equity Fund Index Up 0.90% in June, Leading S&P 500 Index...

Summary • June stock and bond market performance alternated as shifting sentiments guided by strong economic growth prospects and positive geopolitical news gave way to...

2018 USSIF Report On US SRI Trends Shows Assets Reaching $12 Trillion

The Forum for Sustainable and Responsible Investment (USSIF) released its 2018 Biennial Foundation’s “Report On US Sustainable, Responsible and Impact Investing Trends.” The Report,...

Sustainable Portfolios Performance Summary: July 2017

Major Asset Classes End the Month of July Higher; U.S. Dollar Decline is the Exception Except for the U.S. dollar that declined 2.9% in the...

Nuveen Launches First of its Kind U.S. Aggregate ESG Bond Exchange-Traded Fund (ETF)

ESG Bond ETF Also Has No Mutual Fund Counterpart in the Sustainable Investing Sphere At the beginning of October, Nuveen Fund Advisors, LLC, a...

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