The US SIF Foundation’s Biennial “Trends Report” Finds That Sustainable Investing Assets Reach $17.1 Trillion
The biennial report provides data, 2020 Sustainable and Impact Investing Overview, on the US asset management firms and institutional asset owners using sustainable investment strategies and examines the ESG issues they consider in managing their portfolios.
- The Trends report counts two main strategies as sustainable investing: ESG incorporation—applying various environmental, social and governance (ESG) criteria in investment analysis and portfolio selection—and filing shareholder resolutions on ESG issues.
- The total US-domiciled assets under management using sustainable investing strategies grew from $12.0 trillion at the start of 2018 to $17.1 trillion at the start of 2020, an increase of 42 percent.
- This is 33 percent – or 1 in 3 dollars – of the total US assets under professional management.
- The top three specific issues for money managers and their institutional investor clients are climate change/carbon emissions, sustainable natural resources/agriculture and board issues.
- From 2018 through the first half of 2020, 149 institutional investors and 56 investment managers controlling $1.98 trillion in AUM led or co-led shareholder resolutions on ESG issues.
Read full report here USSIF 2018 Trend Report
Jack Schniepp is a CERTIFIED FINANCIAL PLANNER™ (CFP®, ChFC®) , financial advisor and the owner of Cascade Financial Strategies. CFS is a registered investment advisor licensed in Oregon, California, Washington, Arizona and Idaho. They specialize in socially responsible investing which integrates environmental, social, and corporate governance (ESG) criteria into portfolio construction.