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Thematic Studies - 11/02/2010

European SRI mutual funds record

The 10th edition of Vigeo Italia report “Green Social and Ethical Funds in Europe”, now recognised as one of the European reference studies on SRI, offers a general outlook on SRI mutual funds in Europe.

  • The number of European socially responsible (SRI) funds jumped by 29% to 879
  • Assets under management recorded an even higher growth rate of 41% and reached €75 billion
  • France confirms its leadership with a share of 36% of assets under management in European SRI mutual funds

 

The study provides data regarding the number and size of funds but also information about SRI approaches, top performing funds, specific costs, companies within the portfolios and asset allocation.

This research derives from the SRI Funds Service, the most comprehensive database featuring all existing socially responsible retail funds in Europe. It is accessible through a web-based platform operated by Vigeo in cooperation with Morningstar and makes information available to SRI investors, managers, intermediaries and companies on a fund by fund basis.

 

 

To learn more about the report and the SRI Funds service, please contact Simonetta Bono

Press contact: Anita Legrand

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Keywords : Environment, ESG, Europe