This year, the US SIF Foundation modified its methodology in response to the rapid growth and evolution of the sustainable investment field. The revised methodology required more granular information regarding the incorporation of ESG issues in order to be included in the tally of sustainable investment assets under management.
In a departure from previous editions, this report does not include the AUM of investors who stated that they practice firmwide ESG integration but did not provide information on any specific ESG criteria they used (such as biodiversity, human rights or tobacco) in their investment decision-making and portfolio construction.
Since 1995, when the US SIF Foundation began tracking and measuring sustainable investing assets in the United States, the field has evolved into a multi trillion dollar industry.
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.
Wallace Global Fund
John D. & Catherine T. MacArthur Foundation
Calvert Research and Management
Domini Impact Investments
MFS Investment Management
North Sky Capital
Raymond James Investment Management
RBC Wealth Management
1919 Investment Counsel
Boston Trust Walden
Community Capital Management
Governance & Accountability Institute, Inc.
The Sustainability Group at Loring, Wolcott & Coolidge
Trillium Asset Management