Sustainable Investment Strategies Directory
A comprehensive directory of mutual funds, exchange traded funds (ETFs), exchange traded notes (ETNs) and other investment vehicles that describes sustainable investment strategies pursued by each fund, ETF and ETN based upon disclosures in prospectuses and other offering documents. The directory is updated regularly to reflect the addition of new funds and modifications to existing sustainable strategies. Going forward, the directory will be expanded to include, wherever possible, additional details regarding each firm’s sustainable investing approach and methodologies as well as reporting and disclosure practices.
Monthly Cash Flow Reports
Reports provide a detailed analysis of monthly cash flows of sustainable mutual funds, ETFs and ETNs, including breakdowns by fund types, asset classes, retail and institutional investor types. The report highlights which fund groups are gaining or losing market share, which funds within fund groups are attracting or losing assets, new fund launches, re-brandings, changes in fund sustainable investing strategies and more.
Sustainable Investing Interactive Questionnaire
Our interactive questionnaire is a way to engage with investors on societal issues that are most important to them and to help prioritize their objectives. The output allows for an alignment of interests between an investor’s sustainability preferences (or group of investors in the case of 401(k) plans, for example), and alternative sustainable investing strategies and/or funds.