Posts Tagged ‘investing’


Sustainable Investing: Establishing Long-Term Value and Performance

This Deutsche Bank report analyzes returns on sustainable investing, and breaks the analysis into more specific categories of SRI, CSR, and ESG to pinpoint where the most value has been found. The report found that sustainable investing, in well executed, best-in-class funds, can lead to superior returns. This is one of the most exhaustive reviews of sustainable investment literature done to date, looking at academic studies, research papers, literature reviews and meta studies. Read the report (pdf).

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ESG Ratings for US Mutual Funds

Our company, Natural Investments, has been generating comprehensive ratings of SRI mutual funds since 1992 and has become the leading tool for investors to get a snapshot of SRI mutual funds’ environmental, social, and governance performance. Similar to the 5-star system used by Morningstar to rate financial performance, our “Heart Rating” (also known as the NI Social Rating) used 1-5 hearts to indicate where each mutual fund stands relative to its peers in its commitment to screening, shareholder advocacy, and community investing. See the current Heart Ratings.

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