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MUTUAL FUNDS

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While there are 1000's of SRI funds, this website tries to find and list funds which have wind and solar holdings. Please research carefully.
2009- Japan has an increasing number of community Green Funds such as the Hokkaido Green Fund financing local wind farms.
2008- note the development of the wind ETFs and solar ETFs in 2007 as an alternative.
2008- there are now many new climate-change funds appearing and best-in-class funds, this site will stick to a wind and solar focus.
The funds listed here could be considered some of the first offered with an environmental sector (wind and solar or other) focus.
The professional advisors listed could be viewed as some of the first advisors interested in the environmental sector.

Mutual Funds

MFFAIS-good research site.
ABN Amro Okoinvest Open End Fund- includes 7 stocks from PPVX, and others from the nx-25, advisor: OkoInvest Verlag.
*2, Activest EcoTech C- Europe, ISIN LU0034716679, WKN 971345, Activest Investment Gesellshaft Luxembourg SA, consumer focus.
ARC Canadian Energy Venture Funds owns 89% of CREC (Canadian Renewable Energy Corp- not on markets, into wind in Ontario) and 9% of CHD (Canadian Hydro Developers- see wind)
Australian Ethical Investments Ltd.- four funds with environmental holdings.
Calvert-Global Alterntative Energy Fund.
Carbon Trust-vencap fund listed on London AIM, investing in low carbon tech cos.
China Environment Fund-focus on RE + Efficiency Tech
Das Gruene Emissionshaus- ee-direkt markets 2 mutual funds, also has solar parks and wind farms to invest in at site. 320 MW financed to date.
*1,*2, -DWS New Energy Basket 25+, -Europe, WKN 565128, wind/solar/fuelcell.
EE-Direct- Renewable Energy Funds, invest at site.
*1,*2, -Focus Umwelttechnologie Fonds INVESCO, -Europe, WKN 847047 wind/solar/fuelcell.
*2, GreenEffects NAI Funds-Europe, ISIN IE0005895655, WKN 580265, GreenEffects Investment plc, based on Natur Actien Index (NAI-see Oeko).
Guinness Atkinson Alternative Energy Fund-GAAEX, no info on holdings at site, has Nordex, Solartron, for US persons only, prospectus at site.
Henderson Global Care Income Fund-
Henderson Industries of the Future Fund-
Her Merlin AG- Germany, WKN 604260 on Xetra, venture capital company that invests in new & pre-IPO companies. tough to find on the internet lately (2007)
IMPAX Environmental Markets Fund-IEM on PLUS -London, investment trust with a global water, waste, new energy focus. on FTSE All-Share Index
IMPAX Environmental Markets plc-IEM on AIM -London, investment funds with global water, waste, new energy focus.
IMPAX Group plc-IPX on AIM, investment services to funds specializing in environmental markets such as Alternative Energy, Impax Solar Investments Ltd., water, waste, The Recycling Fund (GP) Ltd.
Industrial Social Responsibility Fund, by Industrial Fund Management Co Ltd., China, focus on listed co's with good SRI records.
Japan, eco-funds available from Nikko Securities, Yasuda Fire and Marine Insurance Co, Dai-ichi Mutual Life Insurance Co, UBS-Sumitomo. since 1999.
Jupiter Asset Management Ltd.- JGG on PLUS -London, Jupiter Global Green Investment Trust-ended May 2006, new version is close-similarly named Jupiter Green Investment Trust- has 70% global investments, 30% US funds. First fund to use positive screening vs negative or best-in-class screening. (this due to the increasing number of environmental sector companies now on stock markets) also has a Jupiter Ecology Fund (+73% in 5 years)..
Jupiter Green Investment Trust-ticker on London, by Jupiter Investment Management and Winslow Management Company.
*1,*2, -KD Fonds Oko-Invest, -Europe, WKN 971682, mixed environmental, 26/10/2003 changed name to (see) Oko-Aktienfonds.
Korea. Green equity funds story in JoongAng Daily paper of May 4, 2010, includes list of Top 5 which includes Truston Genghis Khan MKF Green Growth Securities A Class, Mirae Asset Maps Green Index Securities Investment Trust A, ING Green Focus Securities Investment Trust 1Class C, Hyundai Green Investment Trust 1A, NH-CA Korea Green Growth Securities Investment Trust Class Ci.
Lacuna EcoTech New Energy, -Europe, WKN 798069, Fuellcell, renewables.
Living Planet Funds-from WWF-World Wildlife Fund. only in France, Germany, Luxemberg, Switzerland.
*1,*2, Mercury Selected Trust New Energy Fund, -Europe, WKN 630940, fuelcell, renewables.
*2, Merido GreenBalance- Europe, ISIN LU0117185156, WKN 564968, DAB Advisor/Funds SICAV, wind,solar,general.
Merrill Lynch New Energy Technology plc-MNE on LON, Clipper, Vestas, Medis Tech, Suzlon, Itron, Gamesa, SolarWorld, Intermagnetics, REpower, ADM(?-bio/GM?) as top 10.
MLIIF New Energy Fund AZ EUR, Merrill Lynch International Investment Funds, WKN AOBL87 / LU0171289902 has Q-Cells, SolarWorld, Suntech, Suzlon, Clipper, in top 6.
Murphy + Spitz Umwelt Consult- Bonn, Germany, "Umweltaktiendepot Welt".
New Alternatives Fund-NALFX on NASDAQ, investing in Alternative Energy and Environment since 1982. go to site for prospectus and application.
New Value AG-NEWN on SWX, private equity co that invests in unquoted companies in Switzerland and Germany.
OEKO-INVEST- AUSTRIA
*1, *2, Oko-Aktienfonds- Europe, ISIN LU0037079380, WKN 971682, IP Concept Fund Management SA.
OkoRenta AG- New Energy Fonds- WKN 581365, and Okovision Fonds by OkoWorld Lux SA- WKN 974968, LU0061928585 >.
Panda Finanz Service GmbH- two funds in support of WWF, Panda Renditefonds DWS.
PartnerBank AG- Austria, "Oko Korb", mixed enevironmental.
Pax World Fund Inc.- USA
*2, Pictet Funds Water P Cap, -Europe, ISIN LU0104884860, WKN 933349, Pictet Funds, water.
Powershares WilderHill Clean Energy ETF-PBW on NASDAQ, Exchange Traded Fund, based on see WilderHill Clean Energy Index.
SAM Smart Energy, -Europe, WKN 657330, renewables.
SAM Smart Growth Fund.
*2, SAM Sustainabe Water Fund B- Europe, ISIN LU0133061175, WKN 763763, Julius Baer, water.
*2, SAM Sustainability Pionier Fonds, -Europe, WKN 926177, organic, mix.
*1,*2, Sarasin New Energy Fund, -Europe, WKN 581365, /LU0121747215, renewables, 3 solar co's in top 6- Q-Cells, SolarWorld, Conergy.
SCBAM- SCB Asset Management, Thailand. Siam Cmmercial Bank, to introduce foreign investment fund in alternative energy business in 2008.
*1,*2,*4, SEB Invest Okolux, -Europe, WKN 971898, LU0036592839, environmental mix.
Securvita-GreenEffects fund, based on NAI Index- the world's first eco index since 1997, +400% since 1997.
Sentry Select Alternative Energy Fund 2001- CANADA, fund code NCE 712, November 2000 inception/March 2002 close.
*1, SLGP Ecological Portfolio, -Europe, WKN 972201, environmental mix.
*2, Spangler NewEnergy Trust, -Europe, WKN 693796, 50/50 renewables ond oil&gas.
Triax Capital- Canada, introducing E2 Venture Fund, a LSIF. Jan.02.02 start. holdings not yet determined but aimed at renewables and fuel cells.
Trillium Asset Management-Affiliate of (see on Banks page) Wainwright Bank, SRI for 20 years.
Triodos Bank- Netherlands, Belgium, UK., TMWAB.NE, TMWOC.NE, MWMXF.NE, these are Triodos Groenfonds listed on Amsterdam (organic farming and windenergy), Added Value Investment Fund listed on Amsterdam (ethical-environment and social), in the UK- The Wind Fund, others.
The Scottish Widow Environmental Investor Fund- formerly Lloyds TSB Environmental Investment Fund. known to pay a panel of environmentalists to approve stock picks.
*3, UBS Lux Equity Fund Future Energy, -Europe, WKN 676908, Fuellcell, mix.
Umweltfonds- Germany
*2, Unisector:Nature Tech, -Europe, WKN 602094, mix.
*2, Vontobel Fund- Global Trend New PowerTech A1- Europe, ISIN LU0138258404, WKN 794739, Vontobel Fund Management SA, fuel cell focus.
Winslow Funds- USA, Winslow Green Growth Fund, symbol WGGFX, SunPower, Pacific Ethanol, GE, WFI, Interface. see report at Kiplinger.com. Also Winslow Green Century Balanced Fund.
new in 2009-2010
Calvert Global Alternative Energy Fund-
Triodos-Sustainabe Pioneer Fund.
Virid Eco Fund LP. -Virid Capital Management, long/short portfolio of global publicly-traded stocks in RE, water, infrastructure, also a long only account.

Note:

*1, - can be found at Firstfinanz
*2, - can be found at Fondsweb
*3, - can be found at Finanzpartner
*4, - can be found at
Umweltbank

PROFESSIONAL ADVISORS

CANADA
A. Edwards- BC investment advisor.
Stephen Whipp-Certified Financial Planner dealing exclusively in socially responsible investments in Victoria, BC. SRI + green.
TD Waterhouse- "Wind power and solar power are sound options for green-minded investors". April 20, 2009.
USA & Global
Virid Capital Management
EE-Direct- Renewable Energy Funds, invest at site.
Ecoanlageberater-German co- accredation of "specialized consultant for sustainable investment"
Investorideas.com or Renewableenergystocks.com- ECON Investor Relations Inc, Point Roberts WA, USA.
Ecoscorp Australian fund manager. Environmental Performance + Shareholder Value
First Affirmative- CERES member.
Generation Investment Management- long term investing strategy.
Kingsway Fund Management Ltd-KIH on TSX, Kingsway SRI Asia Fund, member of ASrIA, only co in Asia outside of Japan with SRI as a core investment parameter.
Light Green Advisors-Environmental Sustainability Manager, Best-in-Class focus, signatory to UN-PRI.
Rocky Mountain Humane Investing investment management with environmental/green/cruelty-free screening criteria.
SAM Group- Swiss asset management co. $3B+ in 2006. products offering solutions for the world of tomorrow.
*4- Umweltbank-has list of direct solar park investment funds.
Umweltfinanz Wertpapierhandelsunternehmung AG-funds comparison info.
SRI Funds of note are:
(these companies were offering SRI funds back when there were no (=none) wind or solar or other dark green stocks on the stock markets)
Domini-the original SRI fund. of note: 2006 Barclays Global Investors launches ETF based on iShares KLD 400 Social Index Fund which tracks the Domini 400 Social Index (AMEX: DSI) as developed by KLD in 2006.
Calvert-an early leader in SRI
Portfolio 21-an early leader in SRI
Winslow Green-an early leader in SRI
Prentiss Smith & Co., Inc. SRI managers.
WilderHill Clean Energy Index- ECO on AMEX, first eco index tracked on stock markets (note can not invest directly in ECO, but can via PowerShares invest in an see-ETF). started in 2005. see also report about ECO.

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