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