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One explanation for the rapid recent growth of Sustainable, ESG investing practices (also called Socially Responsible, Ethical and Impact investing) is the publication of thorough studies by a variety of respected sources, demonstrating that investors who utilize these strategies do not pay a performance penalty.
Below are links to resources, including a tool that can be used to analyze fund fossil-fuel exposure. You can also review recent studies and articles on Sustainable investing from the independent fund rating organization Morningstar, the Morgan Stanley Institute for Sustainable Investing, and the New York Times.
Are Your Funds Defending or Offending the Climate?
Making Your Investment Portfolio More Climate Aware
Report: Gender Diversity Drives Corporate Profitability
2018 Industry Report: Sustainable Investing Enjoys 38% Growth Since 2016
Morningstar’s “Carbon Risk” Scoring System
The Aperio Group: Building a Carbon-Free Equity Portfolio
MSCI: What is “ESG” Investing, and How Does It Impact Performance?
Rationale for Divestment From Fossil Fuels
2018 Report: Sustainable/Impact/ESG Investing Strategies Now One Fourth of US Market
Morningstar Sustainable, ESG Investing Update – 1st Half of 2018
Beware the “Carbon Bubble”
Vanguard’s Quarter Trillion in Fossil Fuel Investments
“Stranded” Fossil Fuel Assets Could Prompt Crisis
The Rockefeller Brothers Fund: A Case Study in Impact Investing
Most Nations Benefit Economically by Keeping Global Warming Below 1.5 Degrees Centigrade
What IS ESG Investing?
The 2018 Certified Financial Planner™ Code of Ethics/Standard of Conduct
350.org’s BIll McKibben on Importance of Fossil Fuel Divestment
Morningstar: Seven Myths About Sustainable Investing
Morningstar’s New Portfolio Carbon Risk Metrics
Explanation of Morningstar’s Sustainability Ratings
Divesting From Gun Company Stocks Does Not Hurt Performance
Search Your Funds for Gun Stocks
Investor Bonus: How Sustainable, ESG Fund Families Advocate for Change with Shareholder Proxy Initiatives
Morningstar’s Approach to Sustainable, ESG Investing
Sustainable Funds: More Choices in More Categories Than Ever
Sustainable Funds Out Performed During February Market Swoon
Clean Energy Stocks Outperform Oil and Gas
Why Board Gender Diversity Is Important to ESG Investors
Morningstar: Thirty-Nine New Sustainable Funds in 2017
Morningstar: Investing for Sustainability and Impact
Putting Your Investment Portfolio On a Low-Carbon Diet
Morningstar: Myths and Facts about Sustainable Investing
USSIFF 2016 Report US Sustainable, Responsible and Impact Investing Trends
2017: Global Divestment and Clean Energy Investment Report
Morningstar: Sustainable, ESG performance is Strong
What Jill Stein, Green Party Candidate, Got Wrong About Sustainable Investing
New York Times Article Touting Performance of Sustainable Investing (Dec, 2016)
New Morningstar Report: No Performance Sacrifice for Sustainable Investors
Morgan Stanley: Sustainable Stock Funds Have Strong Performance
Morningstar: The Many Dimensions of Sustainable Investing
FossilFreeFunds Analyzer Tool
Morningstar: Sustainable Investing Handbook