RIAA’s much-quoted annual research report, Responsible Investment 2010, was announced on 15 November 2010.
This study found that Responsible investment is the preferred approach for an increasing number of institutional and individual investors as an alternative to conventional investment practices evidenced by:
- a 10% increase in managed responsible investment portfolios
- a 50% increase in responsibly invested financial adviser portfolios
- a 29% increase in Australian signatories to the Principles of Responsible Investment
RIAA’s benchmark report shows that not only is responsible investment a smart choice, it largely outperforms the average mainstream funds over one, three, five and seven years for Australian shares and international shares. Balanced growth managed funds outperformed mainstream funds over five and seven years.
Since the difficult times investors were facing in 2009, the RIAA report reveals that core responsible investment (a combination of specialised managed funds, community finance, green loans, RI charity investments and financial adviser portfolios) rose 13% from AU $16.15 billion to AU $18.19 billion.
Furthermore, managed responsible investment portfolios alone rose 10% from AU $14.02 billion to AU $15.41 billion. Growth in responsible investment portfolios fared better than the broader market of managed portfolios which rose 9% in that same period.
This year’s study is the most expansive edition of RIAA’s benchmarking report to date including:
- revised definitions
- data on ESG integration levels in Australian fund strategies
- an enlarged section on broad RI initiatives
- the second annual Cleantech Report; a comprehensive list of the growing body of Australian-based ESG research
- a full RIAA membership directory
RIAA would like to thank Michael Walsh at Corporate Monitor for preparing the report and Morningstar, Rainmaker Information, Mercer and Australian CleanTech for their research support.
MEDIA RELEASE
Read the 2010 Benchmark Report media release.
PARTNERS
Responsible Investment 2010 would not have been possible without the generous support of the following organisations:
PREVIOUS BENCHMARK REPORTS
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
SRI Benchmarking Survey 2002 (EIA)
