Report

Contributors: Joshua Humphreys, Meg Voorhes, Matt Aitken, Sharlene Brown, Christi Electris, Farzana Hoque, David LeZaks, Susan Paykin, Christopher Phalen, Jaime Silverstein

Croatan Institute, in collaboration with US SIF Foundation, 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 below.

STEERING COMMITTEE

• Andrea Armeni, Transform Finance
• Keith Beverly, moXY Financial
• Sharlene Brown, Croatan Institute
• Eric Darrisaw, OMNI Research
• Erika Seth Davies, Racial Equity Asset Lab (REAL)
• Felicia Davis, HBCU Green Fund
• Erin Harkless, Cambridge Associates
• Josh Humphreys, Croatan Institute
• Mike Lear, Capital Group
• Henry McKoy, NC Central University
• Vicki Lee Parker, NC Business Council
• Napoleon Wallace, Frontline Solutions