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Global Sustainable Investement Alliance

Australia and New Zealand In Australia and New Zealand, the Responsible Investment Association Australasia (RIAA) commissioned CAER – Corporate Analysis. Enhanced Responsibility. to conduct the research for the year to June 30, 2011. All requests for information occurred in the period July through October 2011. Data was gathered from a range of sources. Managed funds data was provided by managed funds industry research specialists Morningstar, while a large proportion of the data was also provided directly to CAER. Information on total assets under management and the average performance of certain managed fund categories were provided by Morningstar. Data on the other segments was collected by CAER. More detail on the methodology is available in the Responsible Investment Annual 2011, available from the RIAA website. Asia In Asian markets outside of Japan, ASrIA used several methods to arrive at reported figures including a survey sent to 300 Asia-based asset owners and managers from August to October 2012, data from the ASrIA sustainable investment funds database, selected interviews with investment houses, information from sustainable investment forums based in Asia and third party sources including ASrIA member Bloomberg’s ESG reporting service. Assets from twelve markets are included: Bangladesh, China, Hong Kong, India, Indonesia, Malaysia, Pakistan, Singapore, South Korea, Taiwan, Thailand and Vietnam. Respondents were asked to report data as of December 31, 2011. More detail on the methodology is available in the Asia Sustainable Investment Review 2012, available from the ASrIA website. Japan In Japan, SIF Japan used two main methods to arrive at reported figures: regular web-based research including data collection at the individual sites for identified SRI funds and data provided by SIF Japan member Daiwa Securities Group for fixed income securities. SIF Japan publishes its findings quarterly, which are available from the SIF Japan website. Figures were excerpted from the quarterly SRI Market survey, which had data as of 31 December 2011. Africa In African markets, AfricaSIF.org canvassed more than 500 investment managers globally who invest in Africa across any asset class through surveys and selected follow-up interviews. Respondents were requested to report all assets invested in Africa as of December 31, 2011, and detail the portion of investments in Africa that are subject to any of the ESG strategies. Secondary and market research included data, reports, network statistics and information, secondary desk-based research reviewing media reports, company and investor websites, and data from project partners, for example RisCura, MSCI, Bloomberg, Thomson Reuters and others, as well as recent market reports commissioned by the International Finance Corporation (IFC) in Sub-Saharan Africa and Middle East North Africa regions. More detail on the methodology is available in the AfricaSIF.org Trends 2012 Report, available from the Africasif. org website. Global Sustainable Investment Review 2012 6


Global Sustainable Investement Alliance
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