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 2011 BENCHMARK REPORT
The 2011 Annual including performance, growth, participation, initiatives and a special new feature on property with the GRESB report was launched on 5 December 2011.
HIGHLIGHTS
- Responsible investment funds have outperformed their benchmarks in every one of the 12 categories covered in this report – over one, three, five and seven years and across Australian shares, international shares and balanced funds.
- There were four environmental shareholder resolutions raised during the year, in contrast to just one in the previous decade.
- 22% of all investment strategies in Australia rated by Mercer have achieved “above average” competency in responsible investment practices.
- Australian property funds have topped the Global Real Estate Sustainability Benchmark for a second time running. The report states, “Australian property companies are the clear environmental leaders of the globe.”
- Highlights from the clean technology sector include the launch in 2013 of the largest wind farm in the southern hemisphere.
- Community finance assets increased 19% from last year’s figure.
MEDIA RELEASE
For all enquiries please contact us on 02 8228 8100 or at info@responsibleinvestment.org.
PREVIOUS BENCHMARK REPORTS
RIAA Benchmark Report 2010
- With data provided by Morningstar and Rainmaker Information
RIAA Benchmark Report 2009
- With data provided by Morningstar and Rainmaker Information
RIAA Benchmark Report 2008
- With data provided by Morningstar and Rainmaker Information
RIAA Benchmark Report 2007
- With data provided by Morningstar and Rainmaker Information
SRI Benchmarking Survey 2006 (EIA)
- With data provided by Standard & Poor’s and Rainmaker Information
SRI Benchmarking Survey 2005 (EIA)
- With data provided by Rainmaker Information
SRI Benchmarking Survey 2004 (EIA)
- With data provided by Rainmaker Information
SRI Benchmarking Survey 2003 (EIA)
- With data provided by Rainmaker Information
