CHAPTER 8

Making the Move to Sustainable Funds

Now that you have developed a good sense of what you are looking for in a sustainable fund, we’d like to tell you that there is a foolproof screening system to match your preferences to the right fund for you.

There isn’t.

For most sustainable investors, this is the hardest part about taking action—narrowing down the list of options to something that suits your needs and fits easily in your portfolio (or, if you’re a new investor, the portfolio you want to build). Part of the reason this is tricky is that what you want from a sustainable fund is only part of the equation. You also have to consider issues like:

What funds are easy for me to access?

Is this fund targeting a level of risk and return ...

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