• The US SIF Foundation identified 349 money managers and 1,359 community investing institutions incorporating ESG criteria into their investment decision-making and portfolio construction across a total of $5.6 trillion in AUM.
• Within registered investment company assets, mutual funds comprised the largest number of funds with 444 funds across $590 billion, while exchange-traded funds (ETFs) were largest in terms of assets, with $613 billion, despite there being only 177 ETFs.
• Among alternative investment vehicles, property funds and real estate investment trusts (REITS) were the largest in terms of AUM with $424 billion across 90 funds, while private equity and venture capital represented the largest number of funds with 220 and representing $299 billion.
• Community investing experienced rapid growth, with AUM increasing 72 percent to $458 billion over the past two years and increasing more than 600 percent over the last decade.
• Climate change was the most important specific ESG issue reported by money managers in asset-weighted terms, addressed across $3.4 trillion in assets.

• The US SIF Foundation also researched the ESG incorporation practices of institutional asset owners (e.g., public funds, educational institutions, foundations, etc.). The report identified 497 institutional investors applying ESG incorporation practices across $6.6 trillion in AUM.
• Public funds represented both the largest value of ESG AUM and the greatest number of institutional investors incorporating ESG in their investments.
• For the first time, institutional investors reported climate change and carbon emissions as the leading ESG criteria they addressed, in asset-weighted terms.
• Other leading ESG issues include the restriction of investments in companies doing business with conflict risk countries, board issues, sustainable natural resources/agriculture and exclusions on tobacco.

The US SIF Foundation’s biennial Trends Report is the only report providing a detailed breakdown of the professional assets under management–across all asset classes–that are engaged in sustainable investing strategies.

It provides extensive data on the numbers of money management firms, institutional asset owners and investment vehicles using sustainable investment strategies. It also distills the range of environmental, social and governance (ESG) issues that investors consider. To obtain a copy, visit www.ussif.org/trends.

US SIF: The Forum for Sustainable and Responsible Investment is the leading voice advancing sustainable investing across all asset classes. Its mission is to rapidly shift investment practices toward sustainability, focusing on long-term investment and the generation of positive social and environmental impacts.

The US SIF Foundation is a 501(c)(3) organization that supports the work of the work of US SIF by undertaking educational, research and programmatic activities to advance the mission of US SIF.