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Responsible Investor

Asset Flows

Flight to safety in European SRI and green fund sales reflects continuing market crisis

Flight to safety in European SRI and green fund sales reflects continuing market crisis

Cash funds best sellers in both sectors as downturn persists.

Asset owners testing climate change theme through PE fund-of-funds route

Asset owners testing climate change theme through PE fund-of-funds route

First closes indicate growing appetite from investors.

SRI fund sales bounce back while green funds remain on a roll

SRI fund sales bounce back while green funds remain on a roll

RI’s regular look at European retail fund sales figures.

French SRI assets grow by 35% in 2010

French SRI assets grow by 35% in 2010

Growth driven by SRI conversion of funds.

Green funds continue 2011 sales surge

Green funds continue 2011 sales surge

SRI funds also return to black in February.

Index giant, Vanguard, leads SRI fund sales at year start

Index giant, Vanguard, leads SRI fund sales at year start

Sales of green funds also power ahead as 2011 begins.

SRI funds maintain positive sales flows, green funds recover

SRI funds maintain positive sales flows, green funds recover

Latest European retail fund figures for December 2010.

Comment: Mercer’s climate report: groundbreaking, but will pension funds step up?

Major portfolio surgery required to switch allocations to climate sensitive assets.

German-speaking countries sustainable mutual fund assets bounce back to pre-crisis levels

German-speaking countries sustainable mutual fund assets bounce back to pre-crisis levels

New data from the Sustainable Business Institute.

European SRI fund sales jump €1.3bn in a month - green fund sales drop

European SRI fund sales jump €1.3bn in a month - green fund sales drop

Green themed and norms-based retail funds lose €382m in same period.

SAM gets €800m asset boost as parent Robeco transfers funds

SAM gets €800m asset boost as parent Robeco transfers funds

Move reflects aim to make Swiss firm Robeco’s ESG centre of expertise

Clean Investor, January 11: ATP-linked venture firm in cleantech investment

RI’s new regular Tuesday review of clean investing news

Back into the black for SRI and green themed fund sales

Back into the black for SRI and green themed fund sales

Positive sales follow slump in recent months.

European SRI fund sales nosedive: RI/Lipper FMI data

European SRI fund sales nosedive: RI/Lipper FMI data

Risk appetite moves back into the market, however, as equity fund sales rise.

SRI asset growth in Australia and US outstrips mainstream market

SRI asset growth in Australia and US outstrips mainstream market

Benchmark reports from local responsible investment associations reveal boost in take-up.

CalPERS shifts $500m into internally-run environmental index strategy

CalPERS shifts $500m into internally-run environmental index strategy

Fund changes tack from exclusion of big polluters via external mandates

Green and ethical themed funds recover after poor year of inflows

Green and ethical themed funds recover after poor year of inflows

ESG screened funds down for August though.

RI Briefing, October 15: ACSI, US SIF, Toyota, UBS, Triodos, MSCI, Ceres, IFC, Novethic

RI’s regular round-up of responsible investing news

European RI market doubles to €5 trillion in 2 years, despite crisis: Eurosif survey

European RI market doubles to €5 trillion in 2 years, despite crisis: Eurosif survey

Total assets covered by some form of RI strategy jumps from €2.7 trillion at the end of 2007.

Investor confidence continues to drain from green funds

Investor confidence continues to drain from green funds

RI screened funds bounce back, however, during June.

35% rise in European high net worth sustainable assets, despite crisis: Eurosif

35% rise in European high net worth sustainable assets, despite crisis: Eurosif

Lobby group estimates that sustainable approach now covers 11% of all European wealth assets.

Green and exclusion funds continue to lose cash in April

Green and exclusion funds continue to lose cash in April

Screened funds stay positive for sales, however, but with a strong cash bias.

French SRI assets jump by 70% in one year

French SRI assets jump by 70% in one year

Assets pass the €50bn mark, with retail funds recording highest growth.

RI and green funds suffer asset outflows post Copenhagen disappointment

RI and green funds suffer asset outflows post Copenhagen disappointment

Downturn follows inflows in January.

RI round up: Apr 09

RI’s regular round-up of the most important responsible investment news.

UK ethical fund sales jump 25% in a year: IMA

UK ethical fund sales jump 25% in a year: IMA

AUM in ethical funds up £1.1bn in 2009.

SRI and green themed funds pull in assets for start of year

SRI and green themed funds pull in assets for start of year

Latest RI/Lipper FMI fund flow figures.

PGGM to double innovative responsible equity portfolio to €2bn

PGGM to double innovative responsible equity portfolio to €2bn

Fund manager also looks to add RI equity portfolio analyst.

Sustainable investments in Switzerland rebound strongly to hit new peak

Sustainable investments in Switzerland rebound strongly to hit new peak

Asset flows beat the market average.

Norwegian Global Fund hires specialist water manager

Norwegian Global Fund hires specialist water manager

Water Asset Management picks up undisclosed sum for investment brief.

Norway fund giant outlines ESG criteria for real estate billions

Norway fund giant outlines ESG criteria for real estate billions

Property portfolio could reach €16bn.

Themed green funds continue sales boom

Themed green funds continue sales boom

Screened ESG fund sales fall during December, however.

Asia sustainable investments could jump from $20bn to $4 trillion by 2015: Vontobel report

Asia sustainable investments could jump from $20bn to $4 trillion by 2015: Vontobel report

ESG uncertainty holding back investors from bigger allocations.

Sales of SRI funds drop again, green fund sales hold steady

Sales of SRI funds drop again, green fund sales hold steady

Monthly retail SRI receipts down, but slowed depression.

British Telecom pension scheme puts £75m into new UK green tech fund

British Telecom pension scheme puts £75m into new UK green tech fund

Investment in Hermes-run portion of government innovation fund.

Climate investments perform in volatile market: Deutsche report

Climate investments perform in volatile market: Deutsche report

Simulated portfolio shows performance factor in climate investments.

Norges Bank details first RFPs for raft of enviro equity mandates in euro2.5bn programme

Norges Bank details first RFPs for raft of enviro equity mandates in euro2.5bn programme

Mandate sizes for each manager in the $50m-$250m range.

Danish pension funds team up for 100m euro renewables allocation

Danish pension funds team up for 100m euro renewables allocation

Investors also revealed in Fortis clean energy infrastructure fund.

France’s FRR fires Dexia from 100m euro+ SRI mandate

France’s FRR fires Dexia from 100m euro+ SRI mandate

Assets divided between four other European SRI managers.

Shell pension fund manager takes 20% of hybrid power firm

Shell pension fund manager takes 20% of hybrid power firm

Dutch pension fund also details engagement processes for Q3, 2009

Almost €1bn wiped off European SRI funds, green fund sales rebound pre Copenhagen

Almost €1bn wiped off European SRI funds, green fund sales rebound pre Copenhagen

SRI funds volatile after September inflows, green funds show reverse.

ATP ups its sustainable forestry investments

ATP ups its sustainable forestry investments

Wisconsin timber purchase takes commitment to $70m.

France’s €29bn FRR goes ‘carbon neutral’ with hydropower offsets - tenders €5bn bond mandates

France’s €29bn FRR goes ‘carbon neutral’ with hydropower offsets - tenders €5bn bond mandates

French giants seeks to compensate for 700 tonnes of CO2 emitted per annum.

Sales of SRI funds plummet, green funds hold steady

Sales of SRI funds plummet, green funds hold steady

After two positive months, sentiment on European screened funds drops off.