January 4, 2025

Vert Asset Management recently celebrated the 7th anniversary of Vert Global Sustainable Real Estate ETF. The exchange-traded fund invests across the globe in publicly listed real estate investment trusts (REITs) using evidence-based environmental, social and governance (ESG) criteria. Vert is an active shareholder and works with portfolio companies and industry groups to advance sustainability.

ImpactAssets, the impact investing leader with a decade-plus track record of mobilizing capital for good, recently released its 2024 Impact Report. The report highlights how ImpactAssets made new investments in nearly 300 companies and funds and disbursed more than 14,000 grants to nonprofits in 2023 alone, channeling $520 million toward organizations that advance social and environmental progress.

Parnassus Investments, a pioneer in sustainable investing, announced recently the launch of its first two ETFs, the Parnassus Core Select ETF and the Parnassus Value Select ETF. The new funds mark Parnassus’s entry into the active ETF market to offer investors access to the firm’s high-conviction, actively managed equity strategies in a convenient, tax-advantaged vehicle.

US SIF: The US Sustainable Investment Forum was founded in 1984, early in the sustainable investing movement’s history. We’ve been delighted to be at the center of a widening network of investors and other capital markets actors who recognize that their role as capital stewards includes driving financial outcomes to safeguard the long-term value of their investments alongside people and the planet.

US SIF analysis, based on submissions to the SEC, records the US market size as $52.5 trillion, of which $6.5 trillion (12%) were identified or marketed as Sustainable or ESG investments. SIF found that 79% of that or $41.5 trillion, was covered by a stewardship policy. More research is needed to drill down further within the assets covered by a stewardship policy. These numbers create a new baseline for future reports.