Introduction

Congratulations on taking the first step toward becoming a sustainable investor! You’re going to find this journey exciting, illuminating, sometimes frustrating, empowering, and at the end of the day, rewarding. How do we know?

Because we’re sustainable investors ourselves.

Not so long ago, we were in your shoes—wanting to move our savings away from companies that were harming the world around us, and into funds that reflected our values.

But we were also approaching this problem from a unique vantage point. Because in our professional lives, we manage communications for some of the fund providers and financial advisors who are trying to sell the very funds we were looking to buy. We’ve spent decades managing the development of white ...

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