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: June 2018

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

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 interest...

Monthly Sustainable Portfolios Performance Summary: May 2018

Summary U.S. Stocks as well as investment-grade bonds delivered positive results in May; small capitalization stocks in general and growth stocks in particular led the...

SUSTAIN Equity Fund Index Gains 1.35% in May but Lags S&P 500 by Almost...

Summary U.S. Stocks, as well as investment-grade bonds, delivered positive results in May; small capitalization stocks in general and growth stocks in particular led...

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What Astronomers Are Learning From Gaia’s New Milky Way Map and Solar Clusters

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Latest Reports 2017/06/14

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Sustainable Portfolios Performance Summary: May 2017

Politics Dominated the Headlines in May, but S&P Continues Upward Trajectory; Bonds Also Rally Politics dominated the headlines in May and as news of investigations...

First Free Report

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Sustainable Funds Reporting Round Up-February 2018

Parnassus Funds Parnassus Asset Management 12/31/2017 Annual Report filed as of 2/9/2018 Observations: The annual report covers six funds and their corresponding share classes, 12 in total,...

JPMorgan Municipal Income Fund (OTBAX)- New Sustainable Product

    Assessment Low Conviction Synopsis As of February 28, 2017, the date of the fund’s updated prospectus, it was noted that this municipal bond fund now invests the...

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About Sustainable Investment

The Sustainable Investing website endeavors to achieve this objective by assisting investors and intermediaries to streamline and simplify the research process and overcome the limited independent research and selection of product offerings available in the market today.