Almost all SRI strategies are available in all major markets and most are attracting growing interest. However, there is considerable regional differentiation. The table below (which is based on anecdotal evidence) shows which strategies predominate in some different markets and which are growing faster than others.
Almost all SRI strategies are available in all major markets and most are attracting growing interest. However, there is considerable regional differentiation. The table below (which is based on anecdotal evidence) shows which strategies predominate in some different markets and which are growing faster than others.
| Negative screening | Best-in-class | Constructive engagement | Shareholder advocacy | Thematic investment | Integrated analysis | |
| USA | *** / o | x / o | * / o | ** / o | ** / + | x / o |
| UK | ** / - | * / - | ** / + | * / o | ** / + | ** / + |
| France | * / o | *** / o | * / + | x / o | * / + | ** / + |
| Netherlands | ** / + | ** / - | ** / + | ** / o | ** / o | ** / + |
| Switzerland | * / o | ** / - | * / o | x / o | *** / + | * / + |
| Scandinavia | ** / + | * / o | ** / + | ** / + | * / o | * / + |
Key
Degree of penetration of each strategy is indicated by:
***: One of the dominant strategies available in this market
**: A strategy deployed by a significant number of SRI managers in this market
*: A strategy deployed by a minority of SRI managers in this market
x: A strategy that is rarely applied in this market
Direction of travel is indicated by:
+: growing in usage (relative to other styles)
o: holding its own (relative to other styles)
-: diminishing in importance (relative to other styles)
(We plan to extend this over time to other markets, starting with Australia, South Africa, Japan, Germany, S.E.Asia etc. and would be interested in information that helps us to do this.)
