Blue Chip Sustainable Funds are those
that achieve persistent outperformance
relative to passive benchmarks and peers
and invest in a cost-effective manner.
Download the report for the full research
behind the Blue Chip Sustainable Funds list.


The Blue Chip Sustainable Funds research report is derived from the universe of domestically domiciled mutual funds and ETFs (exchange-traded funds) that use portfolio construction strategies that can be regarded as “sustainable.” Sustainable investment strategies include ESG (Environmental, Social, and Governance) exclusionary, ESG inclusionary, and thematic / impact investing.

Our research approaches the Sustainable Funds universe through the eyes of an average investor looking for cost-effective strategies with track records that support the notion of long-term buy and hold positions.

Active Management

The performance of the sustainable funds universe looks very similar to the performance to the performance of traditional active management funds.


Funds make the list only if they have a persistent track record. If the fund is too expensive relative to its peers it will not make the list.


The funds are segmented into 20 peer groups that are filtered twice to produce the components that roll into the Blue Chip Sustainable Funds list.





White Paper - ESG: Past, Present, and Future

Where is ESG today, what does the future look like, and how will Blue Chip fund research play a role?

ESG Data

How do wealth managers prioritize ESG initiatives for investors (and why that’s not easy to do)?

Nothing on this site should be interpreted as constituting an offer of (or any solicitation of an offer in connection with) any securities, investment products or services by any member of First Rate or Purpose Capital Advisors (and nothing herein constitutes or should be construed as being advice relating thereto).

The information presented on this site has been developed internally and/or obtained from third-party sources believed to be reliable; however, no representation or warranty, express or implied, is made as to the accuracy, reliability, or completeness of such information. There is no assurance that the views or strategies discussed are suitable for all investments or will yield positive outcomes.

Predictions, opinions and other information contained on this site speak only as of the date they are made, and First Rate assumes no duty to, and does not undertake, to update these forward-looking statements, except as required by applicable laws.  Forward-looking statements are subject to numerous assumptions, risks and uncertainties, which change over time.

References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results.

Start typing and press Enter to search