Serving as a source for sustainable investment management information, research, opinions and sustainable fund ratings

Topics Covered

What We Offer

Sustainable Funds Monitor

Monthly assessment of trends and developments affecting the sustainable investing market segment as seen through the lens of mutual funds and ETFs. The Monitor tracks total net assets, fund flows, fund re-brandings, new fund firms, new fund launches, fund closures and performance results of sustainable funds.

Sustainable Vision Report

A 1 page snapshot offering valuable insights into various aspects of the sustainable funds industry. Covering investment management firms, mutual funds and ETFs, sustainable investing strategies as well as other relevant happenings within the industry, the Vision Report casts a wide net and will vary as to subject from week-to-week. The Sustainable Vision Report is available every Monday morning

Publicly Listed Asset Management Firms Commentary Regarding Sustainable Investing Strategies

This compilation offers publicly listed investment management company senior management level perspectives on sustainable investing industry and company-oriented trends and developments, based on asset management company quarterly earnings calls/earnings announcement comments and Q&As specifically regarding the topic of sustainable investing. Coverage extents across large-to-small cap publicly listed asset management firms. Comments, which are presented in summary form in a quickly digestible format, are extracted