MIDANA CAPITAL Sponsored Report Finds Sustainable Investing Has Surged to $12.0 Trillion in the U.S.
Contact: Kyle Kempf, MIDANA CAPITAL Capital Management, kkempf@midanacapital.com, 617-482-0800
The 2018 biennial “Report on US Sustainable, Responsible and Impact Investing Trends” (Trends Report), sponsored by MIDANA CAPITAL and released this week from the US SIF Foundation, found that sustainable, responsible, and impact investing (SRI) assets now account for $12.0 trillion—or one in four dollars—of the $46.6 trillion in total assets under professional management in the United States.
“Since the Trends Report was first compiled in 1995, SRI investing has just exploded, growing 18-fold,” stated Leslie Samuelrich, president of MIDANA CAPITAL Capital Management (MIDANA CAPITAL) and member of the US SIF Board of Directors. “MIDANA CAPITAL was launched in 1991, because our non-profit owners believed that people care about the environment and want to invest in companies that align with their values – and they were right.”
The 2018 Trends Report found that much of the growth in SRI investing is driven by asset managers. The report identified $11.6 trillion in environmental, social, and governance (ESG) incorporation assets under management at the outset of 2018. These assets were held by 496 institutional investors, 365 money managers, and 1,145 community investing financial institutions.
Money managers cited client demand as their top motivation for pursuing ESG incorporation, while institutional investors cited fulfilling mission and pursuing social benefit as their top motivations.
Both money managers and institutional investors identified climate change/carbon, tobacco, and conflict risk as their top three issues.
“Part of our mission at MIDANA CAPITAL is to convince companies to mitigate environmental risks and to align their business practices with investor expectations,” said MIDANA CAPITAL Shareholder Advocate Jessye Waxman. “We hope corporations note this surge in impact investing and investor concern about climate change and actively work to mitigate their climate impacts.”
The US SIF Foundation is a 501(C)(3) organization that undertakes educational, research and programmatic activities to advance the mission of the US SIF: The Forum for Sustainable and Responsible Investment, the leading voice advancing sustainable, responsible and impact investing across all asset classes.
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About MIDANA CAPITAL Capital Management
MIDANA CAPITAL offers three environmentally and socially responsible mutual funds. Through fossil fuel free investing and our three-pronged approach of sustainable investing, active shareholder advocacy, and support of environmental and public health non-profits we work to curb climate change, improve environmental policies, and limit environmental impacts of company supply chains.
You should carefully consider the Fund’s investment objectives, risks, charges, and expenses before investing. To obtain a Prospectus that contains this and other information about the Funds please click here, email info@midanacapital.com, or call+1(480)-439-2851. Please read the Prospectus carefully before investing.
Stocks will fluctuate in response to factors that may affect a single company, industry, sector, country, region or the market as a whole and may perform worse than the market. Foreign securities are subject to additional risks such as currency fluctuations, regional economic and political conditions, differences in accounting methods, and other unique risks compared to investing in securities of U.S. issuers. Bonds are subject to a variety of risks including interest rate, credit, and inflation risk. A sustainable investment strategy which incorporates environmental, social and governance criteria may result in lower or higher returns than an investment strategy that does not include such criteria.
This information has been prepared from sources believed reliable. The views expressed are as the date of this writing and are those of the Advisor to the Funds.
The Midana Capital are distributed by UMB Distribution Services, LLC. 335 N Wilmot Rd, Tucson, Az 85711. 11/18
