Sustainable Investment Funds Related Events: January 2020
Events Summary 25 events were identified in January 2020#: Ten events involved new funds or the adoption of sustainable investing strategies in the US and overseas. Seven new fund launches were recorded for non-US based products. Three were for U.S.-based funds, including one private fund. Seven events signaled portfolio management process changes. Four events covered… Continue reading about Sustainable Investment Funds Related Events: January 2020
Sustainable Investment Funds Related Events: December 2019
Events Summary Twenty-four management company-specific sustainable fund events were identified in December 2019 including: 19 events involved the launch of new funds or strategies in the U.S. or overseas 12 new US-based products, including two new ETF launches 7 non-US based products. One fund was exposed to a public perception or reputational issue. Three events… Continue reading about Sustainable Investment Funds Related Events: December 2019
Sustainable Investing Funds Related Events: November 2019
Events Summary Twenty-three US and non-US sustainable fund-related events were identified in November 2019 including: “¢ 14 of these events involved the launch of new funds or strategies in the US and overseas –These included 7 U.S.-based and 7 non-U.S.-based products. –Three involved money market funds, including one Euro money market fund “¢ Three events… Continue reading about Sustainable Investing Funds Related Events: November 2019
Sustainable Investment Funds Related Events: October 2019
Events Summary 22 events were identified in October 2019, classified as follows: “¢ 17 events involved the launch of new funds or the adoption of sustainable investing strategies in the US and overseas. –Seven US fund firms and a combined total of 10 Canadian, European and Asian fund firms were affected. “¢ Three firms reflected… Continue reading about Sustainable Investment Funds Related Events: October 2019
Sustainable Investing Funds Related Events: July 2019
Events Summary 20 sustainable investing funds related events were identified in July 2019*, classified as follows: “¢ 9 events involved new funds or strategies, including offerings in the US and overseas. “¢ 4 events cover new analytical, research tools or indices. “¢ 3 are related to merger and acquisition (M&A) activities. “¢ 2 events involved… Continue reading about Sustainable Investing Funds Related Events: July 2019
Sustainable Investing Events: June 2019
Events Summary 17 events were identified in June 2019, classified as follows: 9 events involved new funds, including five new ETFs being launched in the US and Europe. Of 15 non-ETF funds, 9 were launched in the US and Canada, 5 were launched in Europe, and one in Singapore. 4 are linked to changes in… Continue reading about Sustainable Investing Events: June 2019
Sustainable Investing Events: May 2019
Events Summary 15 events were identified in May 2019, classified as follows: 10 involved new funds, including three new ETFs. Of these, five were launched in Europe, four in the US and one in Australia. 2 involved organizational changes or announcements. 2 involved investment strategy announcements. 1 involved the introduction of a new investment tool…. Continue reading about Sustainable Investing Events: May 2019
Sustainable Investing Events: April 2019
Events Summary 20 events were identified in April 2019, classified as follows: “¢ 6 involved changes to investment strategies “¢ 6 involved new fund or investment vehicle formations “¢ 2 involved index formations or launches “¢ 2 involved organizational changes or announcements “¢ 2 involved mergers and acquisitions “¢ 2 involved new ETF launches Refer… Continue reading about Sustainable Investing Events: April 2019