Finance
Total assets of international banking (2009)/ Global bank assets (2008)
Global market size Share committed to sustainability
Approx. US$ 34 trillion (BIS) / approx. US$ 97.4 trillion (IMF, BIS, etc.)
Approx. US$ 50 trillion of bank assets signed commitment to sustainability
Total assets under management in 2009 (covering public equities, real estate, bonds, asset-backed securities, etc.)
Approx. US$ 80 trillion (IFLS Research)
Approx. US$ 25 trillion of assets signed to PRI (UNEP FI/PRI)
Premium volume (2008)
Approx. US$ 4.3 trillion (Swiss Re, IFLS Research)
In excess of US$ 500 billion of insur- ance premium volume committed to sustainability
Notes to Table 2: 1. The figures in this table are indicative and should be interpreted with caution due to existence of other industry collaboration initiatives that provide frameworks for commitment to sustainability. There- fore, the share of respective global markets committed to sustainability could be higher. 2. Financial institution types covered in the asset management classification in this table include pension funds, insurance funds, mutual funds, sovereign wealth funds, private equity and hedge funds. 3. Shares committed to sustainability are rough estimates and provide an indication of financial institutions engagement to sustainability (e.g. commitment to statement and principles of UNEP FI/PRI). 4. Total assets of banks committed to sustainability given in this table also include assets held by banks via various investment instruments and in a few cases include insurance instruments.
Table 2: Selected indicators of the global market size by sector and the share committed to sustainability,
2008-2009 (banking, investment and insurance sectors) Sources: The Bank for International Settlement (Securities statistics and syndicated loans 2007-2009), IMF (Global Financial Stability Report 2009), TheCityUK, Swiss Re, UNEP FI and PRI
2008 AUM fi gures in US$ billions
Listed equity (developed markets) Listed equity (emerging markets) Fixed income-sovereign
Fixed income-corporate issuers Private equity
Listed real estate or property Non-listed real estate or property Hedge funds Infrastructure Total
2009 AUM fi gures in US$ billions
Listed equity (developed markets) Listed equity(emerging markets) Fixed income-sovereign
Fixed income-corporate issuers Private equity
Listed real estate or property Non-listed real estate or property Hedge funds Infrastructure Total
internally active AUM
2,264 308
3,430 1,978 232 289 303 210 67
9,081
internally active AUM
3,674 700
5,253 2,437 201 297 497 188 71
13,317 Total signatory
Total signatory
Internally active assets subject to integration via PRI signatories
1,337 185 690 883 105 74
239 25 39
3,578
Internally active assets subject to integration via PRI signatories
2,525 478
1,579 1,373 122 172 418 36 63
6,766
internally active AUM subject to integration
59% 60% 20% 45% 45% 26% 79% 12% 59% 39%
internally active AUM subject to integration
69% 68% 30% 56% 61% 58% 84% 19% 89% 51%
Share of signatory
Share of signatory
Market size
27,107a 5,313a
24,596b 6,380b 2,492 694d
10,915e 1,500
19,900f 98,897
Market size
37,500a 9,589a
30,232b 7,329c 2,337 678d
10,256 1,700
21,600f 121,220
Share of total market subject to integration by PRI signatories*
5% 4% 3%
14% 6%
14% 3% 2%
0.2% 4%
Share of total market subject to integration by PRI signatories*
8% 6% 6%
22% 9%
34% 5% 5%
0.4% 7%
a. Split developed and emerging markets by MSCI country membership. Deduct listed real estate by market capitalisation weighting. b. Sovereign plus quasi-sovereign. c. Corporate plus high yield but excluding asset backed. d. Figures for public equity. e. Figures for private debt, public debt and private equity. f. Estimated total stock of infrastructure assets in public ownership. * This per cent conservatively underestimates the fi ndings of the survey. In fact, the numerator does not include the externally managed funds, to avoid some double counting. Moreover, the market size in the denominator includes passive managed funds, which instead are not measured in the numerator as not necessarily subject to Principle 1.
Table 3: ESG integration for internally actively managed AUM (assets under management)1 relative to
total investment market Source: Principles for Responsible Investment (2010)
1. Assets Under Management (AUM) - market value of assets that an investment company manages. 593
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