Sustainable Investing – Who is Driving Its Growth?

By: Karalyn Carlton, June 1, 2018

The percentage of S&P 500 companies reporting their sustainability efforts increased from just 20% in 2011 to 82% in 2016. 1   Today that number exceeds 85%!  
The increase is extraordinary. Consider that Morningstar®, the company recognized for developing the well-utilized investment rating system, recently introduced its Morningstar Sustainability Ratings.  This was created to help evaluate how individual mutual funds and ETFs are meeting sustainable practices.


Sustainable Investing – What the Research Shows

By: Karalyn Carlton, April 30, 2018

As of September 2016, 1,055 asset managers had signed the UN-backed Principles for Responsible Investment, committing themselves to incorporating sustainability issues into their investment processes1. Many studies have taken place on the merits of sustainable investing. However before I go farther, an introduction of what 'SRI' and "ESG' mean and how the terms evolved is warranted.