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Articles: Socially Responsible Investing

Funds Flowing into Sustainable Investing at a Record Pace

Sustainable funds in the United States attracted new assets at a record pace in 2019, according to a new report from Morningstar, a global financial research firm based in Chicago.

Estimated net flows into open-end and exchange-traded sustainable funds that are available to U.S. investors totaled $20.6 billion for the year, according to the study by Jon Hale, director of Sustainability Research for Morningstar. That's almost four times the previous annual record for net flows set in 2018.

The study analyzed cash flows into “300 mutual funds that thoroughly integrate environmental, social, and governance factors into their investment processes, and/or pursue sustainability-related investment themes, and/or seek measurable sustainable impact alongside financial returns.”

The sustainable funds group does not contain funds that employ only limited exclusionary screens without a broader emphasis on environmental, social and governmental (ESG) criteria, “nor does it contain the growing number of funds that now acknowledge that they consider ESG factors in a limited way in their security selection,” Hale wrote.

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Here are some informative articles about Progressive Asset Management and socially responsible investing. We hope you find them useful. Let us know whether there are other sources or information you would like to explore.

Your Investments Can Do More than Just Grow

Progressive Asset Management Approach to Socially Responsible Investing

Progressive Asset Management Investment Services

Community Investment

Investments held in Sustainable Funds Up 38 Percent


WASHINGTON, D.C., Oct. 31, 2018 - The US SIF Foundation’s 2018 biennial Report on US Sustainable, Responsible and Impact Investing Trends … found that sustainable, responsible and impact investing (SRI) assets now account for $12.0 trillion—or one in four dollars—of the $46.6 trillion in total assets under professional management in the United States. This represents a 38 percent increase over 2016.


The 2018 report identified $11.6 trillion in ESG incorporation assets under management at the outset of 2018 held by 496 institutional investors, 365 money managers and 1,145 community investing financial institutions. The largest percentage of money managers cited client demand as their top motivation for pursuing ESG incorporation, while the largest number of institutional investors cited fulfilling mission and pursuing social benefit as their top motivations.

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Scientific American endorses shareholder activism on Climate Change:

Investors Start to Force Companies to Reduce Greenhouse Gases

Investors are making companies act on global warming—and they can do even more

It’s … “proxy season” in the corporate world. This is the time of year when publicly traded companies hold their shareholder meetings, and investors can vote on resolutions to change corporate policies. The votes can have plenty of clout because huge private investment firms such as BlackRock and Vanguard weigh in, as do major public shareholders such as California’s and New York’s employee retirement funds with billions of dollars in stock under their control. When they want something, CEOs listen.


Barron’s and Calvert pair to rate 100 most Sustainable companies

“How much of a company’s journey toward sustainability is driven by the personal passions of its CEO? Based on the conversations Barron’s had recently with several corporate chieftains, quite a lot. That’s one of the insights from our second annual sustainability ranking of public companies.

“For investors, it has paid off. In a tough 2018, in which the S&P 500 lost 4.2% and the Russell 1000 fell 4.6%, the 100 most sustainable companies on our list lost 3.2%. Calvert Research and Management, the sustainability powerhouse owned by Eaton Vance (EV), compiled Barron’s list, basing the rankings on hundreds of metrics that address environmental, social, and corporate governance, or ESG, factors. “We’re beginning to get more and more recognition from the markets,” says Calvert CEO John Streur. “Companies can be differentiated based on how well they manage their environmental and social impact, and the strength of their governance. The list shows who’s creating a better company, long term, for long-term investors.”

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Morningstar refines system rating mutual funds by Social Responsibility

A sizeable majority, 86 percent, of U.S. investors surveyed said they were interested in sustainable investing, with 20% saying they were extremely interested.

Morningstar analysts have developed a tool that helps investors (and their advisors) understand how much they value sustainability in an investment context. Using the tool, an investor is asked to theoretically allocate money to a series of paired stocks based on their sustainability and return characteristics.

 Non-Profit Group CERES works with Corporations, Investors and Government Leaders to Curb Climate Change

 Climate change is the world’s biggest sustainability challenge of our time, threatening everything from our economic systems to our political security to our very livelihood on Earth. But climate change also presents investors and companies with opportunities to lead. Solutions that promote clean energy and climate change resilience will help build a low-carbon economy while protecting our planet for current and future generations.

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