Translating sustainability preferences and objectives into investing strategies

You receive access to research and tools to help you stay informed and up-to-date regarding trends and developments affecting asset managers and sustainable investment funds, published articles as well as research and tools to refine sustainable investing client profiles, their preferences and objectives.

What’s Inside

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

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.

Meet Our Authors

Mr. Shilling has been working in the investment management industry for 45 years. He analyzed and published research on various investment vehicles. More recently while employed at Moody’s Investors Service, Henry initiated and coordinated Moody’s efforts to disclose and add transparency in research, ratings and analysis to the reflection of ESG risks.

Henry Shilling

Director of Research

Mr. Schoepke has over 35 years experience in the investment management and mutual fund industry. His background has focused on investment management oversight and due diligence, including manager selection and portfolio analysis. He has also been responsible for investment fund product and distribution strategy development.

Steve Schoepke

Director of Portfolio Research & Due Diligence

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