Ethical Performance
inside intelligence for responsible business


US is sceptical on SRI future

May 2005

US investment managers remain broadly unconvinced of the merits of incorporating non-financial measures when deciding which companies to include in portfolios.

Thirty-one of 49 large US-based investment managers questioned by Mercer Investment Consulting in late 2004 said they believed that social and environmental performance indicators will ‘never be a mainstream investment practice’.

This was in marked contrast to the overall figure for 195 major investment managers based around the world, three-quarters of whom expected such indicators to become ‘mainstream within ten years’.

Investment managers in Asia were most likely to believe this, while those in Australia and Europe predicted SRI will be ‘mainstream investment practice’ in five years.

Jane Ambachtsheer, Mercer’s global head of SRI, said: ‘It is clear ... that the US managers stray from the global trend.’

Respondents to the survey worked for organizations managing a total of $30trillion (£16trillion) in assets.

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