Flows for all SRI/ESG Funds ballooned in 2021, collecting a record yearly total of $462 billion in 2021 alone. Their influx cooled in 2022 and they have since then been choppy, as stricter requirements to being classified as SRI or ESG came in to play.

During this 20-minute Market Insights, Global Head of Customer Solutions, Steve Muzzlewhite, and Research Associate, Kirsten Longbottom, will give you an overview of each major asset group through the lens of SRI/ESG, and explore how we see them playing a role in Sector Funds using our EPFR Fund Flows & Allocations data.

Our speakers will also deep dive into Energy Sector Funds and other major custom groups that provide a “clean energy” alternative.

 

We host our Market Insights calls regularly. Would you like to join the next one? Please email inquiries@epfr.com to register.

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Market Insights: Latest trends for ESG and Electric Vehicle Funds

Market Insights: Latest trends for ESG and Electric Vehicle Funds

This year, funds with SRI/ESG mandates are well off the pace seen in 2021 when the current full-year inflow record was set, despite taking in fresh money 22 of the 24 weeks year-to-date. What can we learn from this trend using EPFR-tracked fund flows, and what does the rest of 2024 look like for funds with ties to ESG and Electric Vehicles following the EU and USA’s recently imposed tariff’s on Chinese EV’s? Join us for our 20-minute market update, as we will delve into the trends shaping fund flows related to SRI/ESG and Electric vehicles.

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