Welcome to GreenMoney’s January 2019 issue featuring the recently released “Report on US Sustainable, Responsible, and Impact Investing Trends”. Spend some time with these articles, based on the US SIF report, covering the multiple aspects of where the SRI industry has been and where it is headed. The numbers in the Trends Report are positive, as more investors, institutions and financial professionals understand that SRI is good for themselves, their clients, and all of us.
For the past two years a few data points / narratives stood out in conversations about making the sustainable investing case: “$1-in-$6 in Assets Under (professional) Management; $6 trillion-plus; 12% and more of the total equity AUM. Hey – there are important new references points now to use, courtesy of the U.S. Forum for Sustainable and Responsible Investment (US SIF) and the SIF Foundation, and SIF/Croatan Institute research team. These findings come from the report just released by US SIF: “Report on US Sustainable, Responsible and Impact Investing Trends 2016.”
If you’re an investor looking for alpha, how does a growth rate of 76 percent over two years’ time sound? That’s the rate of increase in socially responsible investment assets from 2012 to the start of 2014. Those assets totaled $6.5 trillion dollars, by the way. According to the Forum for Sustainable and Responsible Investment, US SIF, from 1995 to 2014 the SRI sector increased 929 percent, with a compound annual growth rate of 13.6 percent, some pretty impressive figures.