Contributors: Matt Aitken, Sharlene Brown, Christi Electris, Farzana Hoque, David LeZaks, Susan Paykin, Christopher Phalen, Jaime Silverstein
November 2020
Working in collaboration with our client US SIF Foundation, Croatan Institute conducted extensive research and surveying of hundreds of asset managers and institutional investors in order to analyze key ESG trends across investment vehicles, strategies, and themes.
This year’s report found that sustainable and impact investing (SRI) assets now account for $17.1 trillion—or one in three dollars—of the $51.4 trillion in total assets under professional management in the United States. This represents a 42 percent increase over 2018.
The full report is available from US SIF’s website. The Executive Summary is available for download.
Croatan Institute President and Senior Fellow Joshua Humphreys and US SIF CEO Lisa Woll discuss leading trends in sustainable finance and impact investing in the United States.
The Trends report includes analyses of community investing, shareholder advocacy, and integration of environmental, social, and governance criteria across all asset classes among US-domiciled funds.
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