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An important segment, community investing, seeks explicitly to finance projects or institutions that will serve poor and underserved communities in the United States and overseas.
The survey of the of money managers and asset owners conducted for the US SIF Foundation’s Report on US Sustainable and Impact Investing Trends 2020 asked respondents to describe their approach to ESG incorporation. Of the 112 money managers that responded to this question out of 384 included in this report, the most commonly reported strategy in terms of the percentage of managers employing it and the ESG assets they represent, was ESG integration, at 74 percent and $3.5 trillion respectively. The second most reported strategy was negative or exclusionary screening, reported by 69 percent of this group of money managers, who collectively managed $740 billion in ESG assets.
Within a subset of 60 institutional asset owners out of 530 captured in the report, ESG integration, practiced by 68 percent of the respondents, affects the largest portion of assets under management—at $495 billion. Negative/exclusionary screening strategies affect the second largest portion of assets under management, at $414 billion. Eighty percent of these institutional investors reported using impact investing. However, the assets they reported in this strategy were much lower: just $13 billion.
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