Despite the bear market, assets in all socially screened portfolios surged 36%, to $2.03 trillion

May 9, 2015

Despite the bear market, assets in all socially screened portfolios surged 36%, to $2.03 trillion, in 2001, from $1.49 trillion in 1999" Portfolios that either use a social screen, or do shareholder advocacy or community investing totaled $2.34 trillion in 2001, nearly 12% of the $19.9 trillion in total assets under management in the US as of that year.

 

Source: "Socially Responsible Investing," GreenMoney Journal, Fall 2003, 24.

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