New Trends Report Released: Sustainable Investing Assets Total $8.4 Trillion

December 13, 2022

On Tuesday, December 13th, Croatan Institute joined the US SIF Foundation in releasing its 2022 Report on US Sustainable Investing Trends. Croatan Institute’s team has been involved in surveying, researching, and analyzing data for this report for the past 17 years. This report, in its 14th edition, identified $8.4 trillion in total US sustainable investment AUM using a modified methodology.

The biennial Trends Report—first conducted in 1995 when sustainable investment assets totaled $639 billion—provides comprehensive data on US asset managers and institutional investors using one or more sustainable investment strategies. It also distills the range of significant environmental, social and governance (ESG) issues that investors consider.

Highlights from this year’s report include:

  • The Trends report identified $8.4 trillion in total US-domiciled assets under management (AUM) using sustainable investing strategies as of the beginning of 2022. This is 13 percent – or 1 in 8 dollars – of the total US assets under professional management.
  • Both money managers and institutional investors cited climate change/carbon emissions as the top issue addressed in ESG incorporation.
  • Money managers applied exclusions on military/weapons related investments to $1.8 trillion in AUM, ranking it second after climate change/carbon emissions.
  • From 2020 through the first half of 2022, 154 institutional investors and 70 investment managers controlling $3 trillion in AUM led or co-led shareholder resolutions on ESG issues. The leading issue raised was on ensuring fair workplace practices, and particularly on ending de facto discrimination based on ethnicity and sex.
  • Community investing experienced rapid growth, with AUM increasing 72 percent to $458 billion over the past two years and increasing more than 600 percent over the last decade.

The full report is available from US SIF’s website. The Executive Summary is available for download.