Sustainable Investment Funds Related Events: March 2020

Share This Article:

Share on facebook
Share on twitter
Share on linkedin
Share on telegram

The Bottom Line:  Twenty events of note were identified for the month of March 2020, including 12, or 60%, involving newly introduced sustainable fund products.

Events Summary

Twenty events of note were identified for the month of March 2020*.  These are as follows:

    • The majority of these events, 12 in total, involved newly introduced sustainable fund products. It doesn’t appear, based on activity since the start of the year, that the extreme turbulence in financial markets due to the coronavirus has had much impact through the first quarter on fund formation announcements.
      • 10 of these were for new non-US based funds.
      • Two events applied to US-base funds.
    • The remaining events are classified, as follows:
      • 2 events are linked to changes in sustainable management/portfolio management personnel.
      • 1 fund closing.
      • 1 change in portfolio management policies.
      • 1 change in fund name.
      • 1 change in investment manager/sub-adviser.
      • 1 merger, acquisition, divestiture or JV.
      • 1 event due to a change in fund operational support platform.
    • *One event, actually carried forward from February, involves a change to a 3rd-party’s operational platform to capture sustainable process data.

Refer to Table 1 for details.



Take The Paywall Off Your Future
A source of in-depth sustainable investment management research, analysis, opinions and sustainable fund ratings

Did you like the read?

We have a lot more! Join 8,952 investors who stay ahead of the pack

Ready To Gain
Competitive Edge?

A new level of analysis, data & research about mutual funds, ETFs, ETNs & other ESG related investment vehicles