Marketing and Portfolio Strategies
for Sustainable Investing
For a free consultation contact Paul at
203-512-6467 or paul[at]paulellisconsulting.com
From January 2016 to January 2018 SRI assets increased 38% to $12.0 trillion.*
As of January 2018, SRI assets = 26%, or 1 in every 4 dollars of total U.S. AUM under professional management.*
$108+ Billion in institutional, retail and exchange-traded fund assets were benchmarked to MSCI ESG Indexes as of March 2018.
Morningstar-Sustainalytics ESG globe rating system tracks over 20,000 mutual fund portfolios worldwide.**