Luxembourg

Details

  • Service: Advisory, Fund Migration, Tax, Financial Services, Investment Management
  • Industry: Financial Services, Fund Management
  • Type: Survey report
  • Date: 5/11/2012

European Responsible Investing Fund Survey, Issued May 2012 

This first edition of the European Responsible Investing Fund Survey, commissioned by ALFI gives a snap shot of the European Responsible Investing Fund universe as at 31 December 2010, including the size of the market, category of investments and the domicile of such funds.
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Social investing, impact investing, microfinance, impact finance, sustainable and responsible investing, are terminologies that are often used in a multitude of overlapping and sometimes confusing ways. Although responsible investors tend to see the global picture in a much clearer way than before, challenges remain present when it comes to defining and categorising responsible investing products.

 

Methods and approaches to value and integrate Environmental, Social and Governance “ESG” considerations into investment processes are multiplying and appear to be in constant evolution. Whereas it is clear that responsible investing will continue to evolve in various ways and under various names, it is also important to be able to measure the size of the market in a comprehensive manner to allow comparisons and measure evolution over time. The principal aim of this study is to establish an accurate point from which to measure both the current Responsible Investment fund market and future evolution.

 

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