News and analysis
December 03, 2014

Nonprofit Impact Investing Assets Up 77% in 2014, Report Says

Nonprofit organizations saw the assets they manage that are committed to social-impact investments increase 77 percent in 2014 compared with their 2012 level, according to a new report.

Foundations, pensions, educational endowments, and religious groups managed $4.04-trillion in such investments at the beginning of this year, according to a study released Wednesday.

Over all, assets managed with "sustainable" and "responsible" strategies reached $6.57-trillion at the start of the year, compared with $3.74-trillion in 2012, a jump of 76 percent, according to the survey of 1,500 investment firms and institutional asset holders by the US SIF Foundation, a membership association for impact investors. The researchers defined sustainable and responsible investments as those that apply environmental, social, and governance criteria in addition to traditional guidelines that seek the highest market return.

Most of the growth came from commercial funds that offer alternative investing options. Those funds increased more than three-fold during the two years covered by the survey, to $4.8-trillion.

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