Project
Sustainable Investing Trends
Developing Impact Track Records for U.S. funds.
Impact Track Records
Gender Diversity
Carbon Intensity
Project ongoing.
We supported USSIF to enhance their Annual Report on U.S. Sustainable Investing Trends by leveraging financial data science to integrate new data sources and methodologies. Beyond their annual survey, the report now includes insights from SEC-reported data (e.g., Forms ADV, 13F) and corporate domains of financial institutions, providing a more comprehensive analysis of sustainable finance trends.
A major innovation in this edition is the introduction of Impact Track Records, specifically focusing on Climate (Carbon Intensity). By tracking the evolution of carbon intensity (CO₂e emissions/revenue) over time, these records offer a dynamic view of fund performance and progress, enabling stakeholders to better assess climate-related impacts and align investments with sustainability objectives.
A major innovation in this edition is the introduction of Impact Track Records, specifically focusing on Climate (Carbon Intensity). By tracking the evolution of carbon intensity (CO₂e emissions/revenue) over time, these records offer a dynamic view of fund performance and progress, enabling stakeholders to better assess climate-related impacts and align investments with sustainability objectives.
Project is ongoing, results soon to come!
Funded by:
US SIF
