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Thematic Studies - 21/10/2014

2014 : another year of growth for Green, Social and Ethical retail funds in Europe

The 14th edition of Vigeo report “Green Social and Ethical Funds in Europe”, recognized as one of the European reference studies on SRI, offers a general outlook on SRI mutual funds in Europe.

  • In 2013/2014, the European SRI retail fund market has continued to grow: assets under management (AUM) are now € 127bn (€108bn last year) within 957 funds (922 in 2013),
  • The five largest asset increases have been recorded in France (€7.6 bn), UK (€3.1 bn), Spain (€1.7bn), Switzerland (€1.2 bn) and Sweden (€1.1 bn),
  • The market share of SRI funds increased in all markets, recording remarkable increases in the Netherlands (17.8% of the national AUM), Belgium (7.5%), France (4%), Switzerland (3.8%) and Germany (3.1%).

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 environmental, social and governance ratings agency, in cooperation with Morningstar, a leading provider of mutual funds data/analysis.

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

Press contact: Anita Legrand

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Keywords : ESG, Europe