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In Charts: Retail ownership of responsible investment funds dominates institutions

Woman working on laptop
The CFA’s report reveals that 64% of total net assets held by retail investors in 2022 were in responsible investments (Photo: Jenny Kane/AP Photo)

Retail ownership of responsible investment funds outweighs institutional ownership globally, with the exception of the US

A far greater proportion of responsible investments is held in retail share classes compared with institutional investment holdings, shows a report by non-profit CFA Institute.

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