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2011 Key Trends in Socially Responsible Investment Funds

Introduction

The social investing fund industry has seen phenomenal growth in recent years The accelerating growth of asset inflows through 2010 and 2011 demonstrates strong demand for the industry. The Eurekahedge Socially Responsible Investments (SRI) database contains more than 1000 SRI funds with total combined assets of more than US$200 billion.

This report aims to look at the current structure of the socially responsible investing fund space; it also includes a comparative analysis of the performance of SRI funds – both against their peers as well as other SRI-centric investment vehicles.

Most SRI funds are structured as mutual funds/unit trusts, as shown in figure 1 below. However there has been an increase in other structures; such as funds of SRI funds, alternatives such as private equity, as well as funds of funds and structured products.

As seen in figure 1, the breakdown of SRI funds are divided according to the asset classes that they invest in. Two-thirds of the funds invest in ...

 

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Footnote

1 Based on 66.03% of funds which have reported Jun-2011 returns as at 18-Jul-2011

2 MSCI AC World Index All Core (Local)