Highlighed below are statistics and data about faith integrated investing, biblically responsible investing, and related SRI and ESG investing trends.

 

FAITH INTEGRATED INVESTING STATISTICS AND TRENDS (BRI)

  • There are over 70 mutual funds available from CIF Member firms, across 29 different asset categories.
  • Over $20.0 billion in assets under management are included in these 70 mutual funds.
  • The overall BRI retail market is estimated to be approximately $50.0 billion but that is only about 2% of the potential market size which is estimated to be $2.2 trillion
  • 30% of the funds managed by CIF Member firms that are graded by Morningstar have either a 4 or 5 star rating.  Another 30% have 3 star ratings.
  • Research from CIF has shown that the returns for a composite average of all CIF member equity funds outperformed the industry average by 77 bps for the 5 year period leading up to the time of the study.
  • According to the US Social Investment Forum (USSIF) database, $54 billion in assets were managed in ways that explicitly incorporated religious concerns.

 

GENERAL SUSTAINABLE & RESPONSIBLE INVESTING STATISTICS (SRI, ESG)

  • According to USSIF, more than one out of every six dollars under professional management in the United States is invested according to strategies of sustainable and responsible investing, otherwise known as SRI.
  • SRI managed assets totaled $3.74 trillion in 2012, a 22% increase since year-end 2009.
  • Product specific criteria for investing, oftentimes referred to as negative or exclusionary screening, are used with $290 billion of the assets followed by USSIF.  Tobacco was the most commonly cited screen, followed by alcohol, military/weapons, gambling and pornography.
  • According to TIAA Global Asset Management, 69% of millennials are interested in ESG, and 87% say they would stay with or move to an advisor who is communicating to them about responsible investing, yet 61% of investors say their advisors have not brought up the topic of responsible investing to them within the last 12 months.

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