Keeping you abreast of sustainable investing trends affecting mutual funds, ETFs, ETNs and other investment vehicles and their investing strategies
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 as well as research and tools to refine sustainable investing client profiles, their preferences and objectives.
What's Inside?
Monthly Investment Company Cash Flow Reports
Reports provide a detailed analysis of monthly cash flows into and out of the sustainable funds sector, including mutual funds, exchange-traded funds (ETFs) and exchange-traded notes (ETNs) as well as top 10 fund inflows and outflows. Also included are breakdowns by asset classes and fund types, retail versus institutional fund lows and evolution of index funds. The report highlights which fund groups are gaining or losing market share, which funds are attracting or losing assets, new fund launches, re-brandings, changes in fund sustainable investing strategies and more. The monthly cash flow reports are supplemented periodically with additional analysis of special interest.
Fund Disclosure Assessments
In addition to the comprehensive directory of mutual funds, exchange traded funds (ETFs), exchange traded notes (ETNs) that describes their sustainable investment strategies as described in fund prospectuses and other offering documents that’s available to all subscribers, Premium subscribes will also have access to Fund Disclosure Assessments (FDAs). These are individual fund summary reports that feature: (1) Fund investment objective, (2) Fund sustainable investment strategy, (3) Fund sustainable investing reporting and disclosure practices, (4) Fund expense ratio analysis, and (5) Fund performance track record. This offering will initially focus on the thirty funds that make up each of the Sustainable (SUSTAIN) Fund Indices, including large cap equity, bond funds and foreign equity funds. Thereafter, FDA coverage will continue to expand based on fund sizes. FDAs will be updated at least annually.
Sustainable (SUSTAIN) Fund Indices
Weekly performance updates on each of the three sustainable (SUSTAIN) fund indices, SUSTAIN Large Cap Equity Fund Index, SUSTAIN Bond Fund Index and SUSTAIN Foreign Fund Index.
Sustainable Investing Events
A summary report published monthly that covers important developments affecting a range of sustainable investment products, including for example mutual funds, exchange-traded funds (ETFs), exchange-traded notes (ETNs), Unit Investment Trusts (UITs) and closed-end funds. Compiled daily and published monthly, events cover: new fund launches, fund closings, portfolio manager changes, adoption of new sustainable investing portfolio strategies, launch of new indices, 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.
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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10% of the proceeds are donated to the Children’s Scholarship Fund.
