Responsible Investments

Responsible Investment Funds in Australia & NZ (RIAA Certified)

RIAA Certified FUM, Flows and Performance

The Responsible Investment Funds in Australia & NZ quarterly report outlines industry data on market size (FUM), flows and performance of responsible, ethical and impact investment products that have been certified by the Responsible Investment Association Australasia (RIAA) and compares these results with the broader Australian & NZ managed funds markets over 10 years.

Downloads:

• PFL Responsible Investments - FUM and Flows Mar-2024

• PFL Responsible Investments - FUM and Flows Dec-2023

• PFL Responsible Investments - FUM and Flows Sep-2023

• PFL Responsible Investments - FUM and Flows Jun-2023

• PFL Responsible Investments - FUM and Flows Mar-2023

• PFL Responsible Investments - FUM and Flows Dec-2022

• PFL Responsible Investments - FUM and Flows Sep-2022

• PFL Responsible Investments - FUM and Flows Jun-2022

• PFL Responsible Investments - FUM and Flows Mar-2022

• PFL Responsible Investments - FUM and Flows Dec-2021

• PFL Responsible Investments - FUM and Flows Sep-2021

• PFL Responsible Investments - FUM and Flows Jun-2021

• PFL Responsible Investments - FUM and Flows Mar-2021

• PFL Responsible Investments - FUM and Flows Dec-2020

• PFL Responsible Investments - FUM and Flows Sep-2020

• PFL Responsible Investments - FUM and Flows Jun-2020

Responsible Investments Research Package

Plan For Life publishes extensive research covering Responsible Investments in Australia and New Zealand, including Australian Retail, Australian Wholesale, Exchange Traded Funds and New Zealand Fund markets over 18 years.

The Responsible Investments Research Package includes:

1. Responsible Investment Report - Quarterly report includes analysis and commentary, identifying key investment trends. Format: (PDF)

2. Responsible Investment Statistics - Quarterly data set across superannuation and investment markets, including details of product provider, investment fund, investment manager, asset category. Data metrics include FUM, Inflows, Outflows, Net Funds Flow and Investment Performance with quarterly history over 18 years. Format: (Spreadsheet).

3. Market Overview - Market Overview of Responsible Investment Funds in Australia & NZ (Full Market) is based on a broad market definition covering responsible investments (RIAA certified and non-certified responsible investments). View here.

4. Market Overview (RIAA Certified) - Market Overview of Responsible Investment Funds in Australia & NZ (RIAA Certified) includes products that have been certified by the Responsible Investment Association Australasia (RIAA) and compares these results with the broader Australian & NZ managed funds markets over 10 years. View here.

5. Market Changes Report - shows changes in Responsible Investment Market fund size from quarter to quarter, by reconciling total inflows, outflows, investment earnings, net transfers and adjustments to history. We identify updates to data collection and reporting of new companies, new funds, terminated funds, additions to historical data and name changes.
   
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