Investing in Sustainable Initiatives Via Mutual Funds

Megan Uhran

Sustainable Mutual Funds

This study will analyze the performance of sustainable mutual funds to see if they outperform, perform the same, or underperform their non-sustainable counterparts.

All mutual funds in this study are categorized as ESG funds, meaning that they have a focus on environmental, social, and governance-related issues. This study will be important to the financial industry because if there is no performance penalty for choosing sustainable investments, then there is a significant opportunity to shift financial investments towards environmentally conscious efforts. However, any indication as to what kind of performance penalty is present or not would be beneficial to investors to know how to approach sustainable investing strategies.