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Sustainable, Responsible, and Impact (SRI) Assets Increase by 38% in Just Two Years

What’s keeping you from seizing the moment?

By Sean Kelly
National Sales Manager
Folio Institutional

At The 29th Annual SRI Conference, we heard from the authors of The US SIF Foundation's 2018 biennial Report on US Sustainable, Responsible and Impact Investing Trends. And let me tell you, it was an eye opener.

According to the report, sustainable, responsible, and impact investing (SRI) assets have jumped 38% just since 2016 — up to $12.0 trillion from $8.7 trillion. However, if you look at it the way I do from a sales point of view – that represents one in four dollars under professional management in the U.S. One in four!

So, the money is going to sustainable, responsible, and impact investing — are you?

As I heard one advisor say at The SRI Conference this past November: “If you’re not asking your clients about SRI, I am.” That sentiment appears to be widespread. In a recent Eaton Vance survey of more than 600 financial advisors, 79% of respondents incorporate responsible investing into their practices, and 56% of respondents said that responsible investing "is driving new business to their practices.”1

In another survey from Cerulli Associates taken at the end of 2017; one-third of advisors surveyed said they use ESG (environmental, social, and governance)/SRI strategies, while another 10.9% planned to do so in 2018.2 In addition, another survey released this past spring by the Financial Planning Association, the Journal of Financial Planning, and the FPA Research and Practice Institute, 26% of financial advisors said they currently use/recommend ESG funds to their clients. While 20% indicated a likelihood that they would do more in this space in the coming years.3

It’s never too late for any advisor to get started with SRI. With today’s financial technology, like that available from Folio Institutional, we can help you put together a bespoke SRI offering that your clients can’t get anywhere else.

Folio Institutional’s advanced technology lets you easily mass-customize your SRI offering. You can use our model management capabilities integrated with our built-in sector/social issue, and company-specific filters to create a completely customized SRI portfolio for any client.

Contact us to request a demo and let us show you how.

Be sure to check out highlights from SRI 29 and consider joining us for SRI 30 next November 11-15 at The Broadmoor in Colorado Springs for what Michael Kitces called “the best conference for SRI/ESG investing!”

Read a full summary of The US SIF Foundation's 2018 biennial Report on US Sustainable, Responsible, and Impact Investing Trends.

 

1 Eaton Vance Advisor Top-of-Mind Index (ATOMIX) survey, 2018
2The Cerulli Report, Cerulli Associates, 2017
3 2018 Trends in Investing Survey, Journal of Financial Planning and the FPA Research and Practice Institute™

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