Canadian and Global RI Trends
Canadian responsible investment assets up 16% since 2010: new report
January 17, 2013: A new report by the Responsible Investment Association shows that responsible investment (RI) assets in Canada continue to climb, showing growth in virtually every major market segment and outpacing growth of total assets under management.
The Canadian RI Review 2012 shows that assets managed under sustainable and RI guidelines in Canada grew by 16% between June 30, 2010 (the effective date of the last report) and December 31, 2011. By comparison, total assets under management grew by 9% in the same time period.
The report shows that total assets managed under RI guidelines is $600.9 billion, up from $517.9 billion. At $600.9 billion, this represents 20% of assets under management in the financial industry, up from 19% of the market in 2010. The two areas that showed the most growth are in the pension fund sector and impact investing.
“While RI is showing that it is recovering alongside traditional investments, we believe that there is still a great deal of potential growth yet to be realized,” states the report. “Today, there is a much broader acceptance among fund managers and individual investors about the growing importance of environmental, social and governance factors to investment returns.”
At the same time, the report states that both the ongoing impacts felt from the financial scandals of 2008 as well as the ongoing debate about climate change are prompting Canadians to look for investment alternatives. “There is a clear opportunity for our industry to demonstrate that doing the right thing has never been more clearly linked to doing well.”
Global Sustainable Investment Alliance issues first international assessment of the sustainable investment landscape
Release of report also marks launch of the Global Sustainable Investment Alliance
January 28, 2013: The Global Sustainable Investment Alliance (GSIA) today released a report on trends within the responsible investment industry, which finds that at least US$ 13.6 trillion worth of professionally managed assets incorporate environmental, social and governance (ESG) concerns into their investment selection and management.
The Global Sustainable Investment Review 2012 is a collaboration between the Global Sustainable Investment Alliance, AfricaSIF.org, and SIF-Japan, and is the first report to collate the results from the market studies by regional sustainable investment forums from Europe, the United States, Canada, Australia, Asia, Japan, and Africa. The report measures sustainable investments in all asset classes, from public equities and fixed income to hedge funds and microfinance.
The US$ 13.6 trillion worth of professionally managed assets that incorporate ESG concerns into their investment selection and management represents 21.8 percent of the total assets managed professionally in the regions covered by the report, conclusively showing that the sustainable investment industry has significant scale in the global arena.