Sustainable Finance Funds

Carbon Beta: How Transition Risk Is Becoming a Market Factor
When we think about market factors like value, momentum, size they’re usually framed as drivers of returns. But markets evolve, and so do the risks that move them. One of the most important shifts happening right now is that carbon exposure is becoming a factor in its own right. This is called this Carbon Beta the sensitivity of a company’s performance to the accelerating transition towards a low-carbon economy. Here’s the reality: carbon isn’t just an externality anymore. It’s increasingly a financial variable. As governments roll out carbon pricing, as... Read more...
The Green Basis Trade: How Mispricing in Sustainability Creates Alpha
One thing I’ve learned building my fund is that markets are often slow to price in the future. That lag creates opportunity and shows how sustainability is mispriced today. Across asset classes, there’s a gap between what’s truly driving long-term returns and what investors are currently pricing. This gap is the Green Basis Trade and it’s one of the most overlooked ways to generate alpha right now. Here’s what I mean. Green bonds are traded at a premium because investors want ESG exposure. But that “greenium” doesn’t always match the actual risk... Read more...
Simulator
Mini ESG Investment Simulator Allocate a notional $10,000 across three ESG buckets and see estimated financial and impact outcomes. (Illustrative only.) Renewable Energy: $3,400 Women-Led Microfinance: $3,300 Green Bonds: $3,300 Total Allocated: $10,000 (must equal $10,000) Reset Estimated Outcomes (1-Year) Projected Financial Return: $0 CO₂ Avoided: 0.00 tons Women Entrepreneurs Supported: 0.00 Assumptions (editable): Renewables 6% & 0.25 tCO₂/\$1k; Microfinance 5%, 0.20 women/\$1k, 0.02 tCO₂/\$1k; Green Bonds 7.51% based on the S&P Green Bond Index, 0.10 tCO₂/\$1k, 0.02 women/\$1k. Educational only, not investment advice. Read more...
Compare ESG Index Funds
Compare Sustainable Funds Choose up to three funds. Figures below are example placeholders—edit the DATA section in the HTML to use your sourced numbers (3Y return, expense ratio, ESG & carbon). Hypothetical initial amount: USD Projection horizon: years Fund Type 3Y Ann. Return Expense Ratio After-Fee Projection ESG Score Carbon Score Return vs. Peersrelative to the best of your selections Educational illustration only. Replace placeholders with sourced figures. Returns modeled as: after-fee annual return = (1 + ret)years × (1 − exp)years. Not investment advice. Read more...
Calvert Impact Capital
Calvert Impact Capital  Calvert Impact Capital is a non-profit impact investment firm. Currently $2.5 billion in AUM. They have lent over $2.5 billion to other funds and intermediaries. They do not make direct investments, but rather structured lending and private debt to impact organizations. They raise money from individual and institutional investors and use those funds to finance projects in non-traditional sectors like small businesses, banks that serve lower-wealth communities specifically, reducing carbon emissions for commercial buildings, and a special portfolio that aligns with SDG goals. The minimum investment is... Read more...
Bamboo Capital Partners
Bamboo Capital Partners  Providing last-mile financial resources to marginalized communities that serve low to middle-income populations. Currently have $400 Million in AUM. They finance small-stage or growing organizations via debt or equity. Similar to a venture capital fund, but for non-traditional markets and investments that have a positive impact on society. The organization negatively screens out companies, and it must align with their impact requirement of being located in an emerging or frontier market and serving underprivileged communities. The company should also be ESG aligned, and Bamboo Capital sits on... Read more...
Root Capital
Root Capital  Root Capital invests in small-scale farmers and agricultural businesses in Latin America and Africa. They provide loans and financial management training to these small-scale agricultural businesses. Since the businesses now have more credit, they buy more products from small farmers. The businesses also provide agronomic training so the farmers can optimize their yield. The small businesses also give back to their community, which enables a higher quality of life and resources in their locality.They lend money to small agricultural businesses within regions of economic or political instability. They... Read more...
Carbon Score
What is a Carbon Score? A carbon score measures the amount of greenhouse gas emissions emitted to create a product. The higher the carbon score the larger amount of (GHG emissions) are released and has a higher negative enironmental impact. If you want to focus on investing in and buying carbon neutral or sustainable products look for a low carbon score. A low carbon score is an indicator of a product that releases low GHG emissions and has a low negative environmental impact. It could even be carbon neutral. A... Read more...