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RESPONSIBLE INVESTMENT RESEARCH
AUSTRALIA & NEW ZEALAND
Each year since 2002 RIAA has commissioned research into the size and growth of responsible investment in Australia and New Zealand. The objective of this research is to gather data on the various forms of responsible investment and to present analysis of growth in the sector in comparison with the total investment market.
RIAA's Responsible Investment Benchmarking Survey is the only report of its kind in Australasia and is quoted extensively in the media and in industry papers around the world.
THE 2009 BENCHMARK REPORT
RIAA's much-quoted annual research report, Responsible Investment 2009, was announced on 9 November 2009.
This study found that the average responsible investor in Australia is getting better returns for almost all periods from one to seven years across the three major investment categories in which RI products are available.
Responsible vs. Mainstream Share Funds*
Returns to December 2009 (net of management fees) % pa
| CATEGORY |
1 YEAR |
3 YEARS |
5 YEARS |
7 YEARS |
| Australian Share Funds |
|
|
|
|
| Average RI Fund (17) |
40.49 |
-0.04 |
8.42 |
12.64 |
| Average Mainstream Fund |
36.37 |
-0.27 |
8.25 |
11.52 |
|
S&P/ASX 300 Acc'm |
32.52 |
-0.79 |
8.18 |
11.02 |
|
|
|
|
|
| Overseas Funds |
|
|
|
|
| Average RI Fund (11) |
21.09 |
-4.98 |
4.73 |
8.06 |
| Average Mainstream Fund |
9.37 |
-9.72 |
-0.49 |
1.43 |
| MSCI World ex Australia Index (Net Divs) |
0.77 |
-9.69 |
-0.75 |
0.78 |
|
|
|
|
|
| Balanced Growth Funds |
|
|
|
|
| Average RI Fund (7) |
18.35 |
-0.49 |
5.54 |
5.09 |
| Average Mainstream Fund |
13.29 |
-0.63 |
3.76 |
5.16 |
* Source: Morningstar, Fund Manager data
In addition to key findings on the performance and growth of responsible investment in Australia and New Zealand, this report includes information on:
- new responsible investment mandates or funds
- new responsible investment benchmarks or indices
- the actions taken by mainstream investors to integrate environmental, social and goverance (ESG) factors into their investment decisions and ownership practices
- new research into the link between ESG factors and investment markets
- new initiatives to promote collaboration and engagement on responsible investment issues
This year's report also features for the first time a report on Australia's cleantech investment sector. This report provides important foundational data for tracking the growth of this dynamic sector.
RIAA would like to thank Michael Walsh at Corporate Monitor for preparing the report and Morningstar, Rainmaker Information and Australian CleanTech for their research support.
Click here to read the 2009 Benchmark Report media release.
Click here to hear Louise O'Halloran, Executive Director of RIAA, talk about the growth of responsible investment in 2009.
Responsible Investment 2009 would not have been possible without the generous support of the following organisations:
  
PREVIOUS BENCHMARK REPORTS
Responsible Investment 2008
With data provided by Morningstar and Rainmaker Information
Responsible Investment 2007
With data provided by Morningstar and Rainmaker Information
2006 EIA SRI Benchmarking Survey
With data provided by Standard & Poor's and Rainmaker Information
2005 EIA SRI Benchmarking Survey
With data provided by Rainmaker Information
2004 EIA SRI Benchmarking Survey
With data provided by Rainmaker Information
2003 EIA SRI Benchmarking Survey
With data provided by Rainmaker Information
2002 EIA SRI Benchmarking Survey
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