Typical Social Impact Fund Returns
- According to the Global Impact Investing Network, more than 88% of impact investors reported that their investments met or exceeded their expectations
- IFC’s latest estimate of the global market for impact investments shows that $2.3 trillion were being invested for impact in 2020.
- In 2021, the Morgan Stanley Institute for Sustainable Investing released a study Sustainable Funds Outperform Peers during 2020 Coronavirus. The Institute found that in a year of extreme volatility and recession, funds focused on “on environmental, social and governance (ESG) factors, across both stocks and bonds, weathered the year better than non-ESG portfolios.
- Overall, 64 percent of actively managed E.S.G. funds beat their benchmarks versus 49 percent of traditional funds through the first week in August (2020), according to research from RBC Capital Markets.