The results of the 2018 survey of asset owners, asset managers and community investment professions conducted by The Forum for Sustainable and Responsible Investment (“US SIF”) were announced last week.
Dramatic results were highly anticipated — and the US SIF trends survey delivered: at the end of 2017, ESG / sustainable assets under professional management (AUM) totaled US$12 trillion. That’s 1-in-$4 of total professional managed assets (AUM) in the U.S. capital markets ($46 trillion).
The survey universe consisted of 496 asset owners, 385 asset managers and 1, 145 community investing financial institutions.
These professional money managers pursued ESG integration for a variety of reasons, including: (1) to meet increasing institutional and retail client demand for “sustainable investing”; (2) to fulfill stated mission and pursuing social benefits; (3) to address a number of societal issues such as climate change, diversity, human and labor rights, weapons manufacturing, and corporate political spending.
High net worth individuals and retail investors increasingly utilized ESG / sustainable investing approaches reporting $3 trillion in sustainable assets.
One of the leading sponsors of the every-other-year study since the 2010 survey report is the Wallace Global Fund. The managers have embraced sustainable investing and Executive Director Ellen Dorsey commented: “We support this research as a critical tool to track crucial trends in the industry and benchmark our own goal of 100 percent mission alignment, as we promote an informed and engaged citizenry, help fight injustice and protect the diversity of nature.”
The Trends report breaks out the top ESG issues for investors – nine types of financial institutions (public employee funds, insurance companies, labor funds, and more), mutual funds, ETFs, money management firms, foundations, venture capital funds, and community investing institutions. There is a tremendous amount of useful data and information or you in the Trends report available from US SIF. The two top stories this week provide you with highlights.
We encourage readers to order the full report and keep it handy…for the next two years, volumes of content will be cited by investors, investor coalitions and advocates, media, academics, NGOs, government agencies, and others. To get started in digesting the sustainable investing trends, start with our two Top Stories below.
This Week’s Top Story
Breaking News: $12 Trillion in Professionally Managed Sustainable Investment Assets — $1-in-$4 of Total U.S. Assets
(Thursday – November 01, 2018) Source: Hank Boerner – Chair and Chief Strategist – G&A Institute – Call it “sustainable and responsible investing” or “SRI” or “ESG investing” or “impact investing” – whatever your preferred nomenclature, “sustainable investing” in the U.S.A. is making great strides as demonstrated in a new…
US SIF Foundation Releases 2018 Biennial Report On US Sustainable, Responsible And Impact Investing Trends
(Thursday – November 01, 2018) Source: US SIF Foundation – The US SIF Foundation’s 2018 biennial Report on US Sustainable, Responsible and Impact Investing Trends, released today, found that sustainable, responsible and impact investing (SRI) assets now account for $12.0 trillion—or one…