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Thematic Studies - 20/10/2011

The growth of European SRI mutual funds continues

The 11th edition of Vigeo Italia report “Green Social and Ethical Funds in Europe”, recognised as one of the European reference studies on SRI, offers a general outlook on SRI mutual funds in Europe.

  • European SRI retail funds’ growth continues despite volatility
  • SRI Assets under management are at a new high of €84 bn (+12%) across 886 retail funds (+1%) (as of June 2011, compared to June 2010)
  • France retains a leading market position in SRI assets (38% of the European market) and fund number and is home to the two largest SRI funds in Europe; the UK remains the second largest market (15%), closely followed by Switzerland.

 

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.

The reference study on SRI in Europe is produced by Vigeo, the leading European environmental, social and governance ratings agency, in cooperation with Morningstar, a leading provider of mutul funds data/analysis.

 

For more information, please contact Simonetta Bono

Press contact: Anita Legrand

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Keywords : Environment, ESG, Europe