Sustainability Matters

Sustainable Funds: More Choices in More Categories Than Ever

Jon Hale, Ph.D., CFA

Investors have more choices than ever to invest in open-end and exchange-traded funds that practice sustainable investing. That's the main takeaway from my “Sustainable Funds U.S. Landscape Report," available here.

In the report, I define the sustainable funds universe in a way that makes it easier to find and understand these funds. Sustainable funds are often considered part of a broader group of so-called "socially conscious" or "values-based" funds, but there are important differences.