Sustainable Investing Alerts
The Alerts cover important developments affecting a range of sustainable investment products. Compiled daily, the Alerts include an event summary, a listing of affected funds as well opinions addressing: due diligence concerns and marketing implications that can be used to build and refine marketing initiatives, strategies and product development ideas.
Opinion Briefs provide subscribers with a concise summary of sustainable investing research and reports, including proprietary research reports published by Sustainable Research and Analysis. Opinion Briefs also give uniquely informed opinions and perspectives on research findings.
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, changes in fund sustainable investing strategies and more.
Sustainable Investing Questionnaire
Our Questionnaire is a way to engage with investors on societal issues that are most important to them and help prioritize their objectives in a way that allows for an alignment of interests between an investor’s sustainability preferences and the sustainable investing strategy.