ESG资金流量在第一季度保持稳定：Morningstar

（照片：Shutterstock）

第一季度可持续资金流向好得多 compared with overall global funds. Although assets globally in environmental, social and governance focused funds were down 12% to $841 billion at the end of March, according to the latest Morningstar sustainable fund flows report, that was better than assets in the overall global fund universe, which were down 18%. Further, inflows to global sustainable funds were $45.6 billion, 比较 to outflows of $384.7 billion in the overall fund universe.

欧洲继续主导太空, 根据报告， with 76% of the 3,297 total funds and 82% of the assets ($684 billion). However, the United States, with more than $119 billion in assets (14% of global sustainable assets), had flows of $10.5 billion, “easily eclipsing the previous quarterly record set in 2019′s fourth quarter,” states the report. Also, that jump accounted for a higher proportion of all global sustainable inflows 比较 with previous quarters.

但是，按月查看时，趋势有所下降。在这105亿美元中，52亿美元是在一月份，三月份降至16亿美元。此外，有80％的资金流入了被动投资。

报告指出：“ 2020年第一季度持续流入表明ESG投资的粘性。” “可持续基金的投资者通常受其价值驱动，可以长期投资，并且似乎更愿意度过业绩不佳的时期。”

报告显示，尽管全球流入可持续基金的资金较2019年第四季度下降了27％，但较2019年第一季度增长了90％。

There were 102 new fund launches in the first quarter of 2020, 比较 to 85 launches in the first quarter of 2019, but down from roughly 150 in the fourth quarter of 2019. Also, there was a larger proportion of launches outside of Europe and the U.S. when 比较 with assets, “indicating an increased desire from asset managers to promote sustainable investing outside of the tw o largest markets,” the report states.

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