Impact of investing
Report: Mind the data gap
Findings from analyzing the impact of 35,000+ mutual funds and ETFs, the shortcomings of “sustainable investing”, and what’s needed to make it deliver on its promise.
Published Sep 10, 2024
“Dark green” funds investing in luxury cars, airlines and alcohol? “ESG” in fund name having little to do with real-world positive impact? Biotech and education-focused funds not recognized as sustainable?
While there’s no lack of labeling and naming systems for sustainable funds, what has been missing to date is transparent data on the real-world impacts of investment funds, going to the level of individual holdings and their business activities. With the launch of the world’s first open fund impact database, Upright analyzed 35,000 mutual funds and ETFs globally – and landed at some rather surprising findings about shortcomings of “sustainable investing.”
Why should you be as excited about this report as we are?
- Get key insights from analyzing the world's first open fund impact database, covering 35,000+ mutual funds and ETFs.
- Explore data-backed evidence on how ESG ratings and fund names often misrepresent true impact.
- Be surprised by what the data tells about impact of Article 8 and 9 funds – and what kind of holdings can be found inside of these funds.
- Understand how smart investors can navigate the complex data landscape to make informed, forward-thinking decisions in sustainable investing.
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September 10th, 2024
Upright Project
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