Every other year since 1995 the US SIF Foundation releases its Report on US Sustainable Investing Trends. This comprehensive study provides meaningful insight into the direction and extent of sustainable investing in the United States. This link connects to the “Executive Summary” which condenses the extensive 132-page full report.

The research done compiling this report helps identify and document the ESG themes and developments that are of growing interest to investors. Sustainable investing is more than just a focus on the climate, as can be seen clearly in the graph below.

Once again, the report confirms that ESG research and integration have become mainstream and are applied across trillions of dollars. Environmental, social and governance (ESG) criteria are used in evaluating companies for potential investment.  

Hope you find this report to be encouraging and beneficial!

The US SIF is one of the only organizations that financial advisors can obtain current information, training, and forums to connect financial professionals across the country who incorporate sustainable investment principals and strategies. Cascade Financial Strategies has been a member since 2014 and, until recently, was the only Central Oregon member.