US SIF Trends Report
LAUNCH DATE: OCTOBER 31, 2018
Since 1995, and now in its 12th edition, the biennial Trends Report provides extensive data on the numbers of institutional asset owners, money management firms and investment vehicles using sustainable investment strategies. It also distills the range of significant ESG issues, including climate change, human rights, weapons avoidance and corporate governance, that investors consider.
The 2018 Trends Report will present data from new survey questions on the asset class allocation of survey recipients’ ESG assets, their percentage of ESG assets in passive strategies, and their support for the UN Sustainable Development Goals. The Trends Report will focus also on the extent to which ERISA-governed pension plans added ESG funds after the Department of Labor’s 2015 guidance acknowledging that “environmental, social, and governance issues may have a direct relationship to the economic value of the plan’s investment.”