What is sustainable investing?

Sustainable funds for your clients’ portfolios

Find what's appropriate for your clients as you look to incorporate sustainable investing in their portfolios. Consider these sustainable building blocks as a way to get started.

“Core” investments are long term holdings that typically provide the foundation of investment portfolios and occupy the largest allocation. Replacing portions or all of your core investments with sustainable funds may offer similar broad market exposure while improving your portfolio’s sustainability profile.

Core complements can be used to pursue high growth opportunities or invest in specific themes you care about. For example, if you are interested in investing in innovative climate change solutions, thematic funds offer targeted exposure to themes such as clean energy.

Do you want to invest sustainably across your entire portfolio? More sustainable and ESG models are being made available for investors, which include sustainable funds.

Performance data quoted represents past performance and guarantee of future results. Investment returns and principal may fluctuate so that an investor's shares, when redeemed, worth more or less than their original cost. All returns assume reinvestment of dividends of capital gains. Current performance may be lower or higher than that shown. For a prospectus, fees, standardized performance and most recent month end performance of a fund, please click on the fund card above.