2022 Saturna Sustainable Funds Impact Report

Saturna Sustainable Funds reached their seventh anniversary in March of 2022. Since the Funds’ inception in 2015, we have observed tremendous growth in the number and assets of sustainable and ESG investment options. Total assets aligned with a sustainable investment mandate in the US was $6.5 trillion in 2014, and one out of every six dollars was sustainably invested. By the end of 2020, the total assets aligned with a sustainable investment mandate grew to $17.1 trillion – a 160% increase – with one in every three dollars invested sustainably in the US.

Sustainably aligned investments are growing on a global scale as well. At the end of 2021, the United Nations’ Principles for Responsible Investing (PRI) reported more than 3,800 signatories with over $120 trillion in assets under management (AUM). The primary mission of the PRI is to advocate for the development of a more sustainable global financial system through the incorporation of environmental, social, and governance (ESG) issues into investment analysis and the decision-making process. The Task Force on Climate-related Financial Disclosures (TCFD), an organization based in the UK, is focused on developing a set of voluntary climate-related risk disclosures. As of October 6, 2021, TCFD had over 2,600 supporters globally, and $194 trillion in AUM.