Sustainable Investing Due Diligence Updates-October 2017
BlackRock’s head of global stewardship leaves position. Date: Oct. 30, 2017 Alert: MODERATE** Briefing Points – i) Zack Oleksik, who lead… Continue reading about Sustainable Investing Due Diligence Updates-October 2017
Sustainable Fund and Manager Due Diligence
Introduction The growing traction of sustainable investing and sustainable investment funds[i] has brought with it increased attention to how these products are managed. For fiduciaries, institutions and financial intermediaries as well as, robo-advisors and other platform “gatekeepers,” this has introduced a range of new due diligence questions. These questions address what should be considered when… Continue reading about Sustainable Fund and Manager Due Diligence
Sustainable Investing Alerts: January 15, 2019
Sustainable Investing Alerts Coverage: Nordea’s new fund, Sustainalytics GES acquisition, Eagle introduces new ESG strategy, Fitch launches ESG Relevance Scores, and Mirova’s new international ESG fund. January 10, 2019 DUE DILIGENCE Alert: LOW COMPETITIVE Alert: 1 Event: Nordea adds fund to its SICAV STAR equity suite. Briefing Points: i) Nordea’s new SICAV mutual fund applies… Continue reading about Sustainable Investing Alerts: January 15, 2019
BlackRock adds to list of sustainable money market funds
BlackRock announces new money market fund: BlackRock Liquid Environmentally Aware Fund (LEAF) Adding to a small stable of sustainable money market funds as well as short-term funds, BlackRock announced on January 23, 2019 that it has filed an initial registration statement for the BlackRock Liquid Environmentally Aware Fund (LEAF), a prime type money market fund…. Continue reading about BlackRock adds to list of sustainable money market funds
Majority of New Fund Formations in 2018 Emphasize ESG Integration Strategies
90 new funds with $2.6 billion in assets launched in 2018 In 2018 new sustainable fund launches included some 90 funds, consisting of mutual funds and corresponding share classes as well as exchange traded funds (ETFs) that were valued at $2,588.8 million as of December 31, 2018. These funds contributed to the growth in the… Continue reading about Majority of New Fund Formations in 2018 Emphasize ESG Integration Strategies
Sustainable Investing Alerts: December 31, 2018
December 31, 2018 DUE DILIGENCE Alert: LOW COMPETITIVE Alert: 1 Event: Gotham launches new ESG value fund. Briefing Points: i) The fund will primarily invest in U.S. common stocks of companies that meet the funds ESG criteria and are within the universe of the largest 500 – 700 U.S. companies based on market capitalization, ii)… Continue reading about Sustainable Investing Alerts: December 31, 2018
Sustainable Investing Alerts: December 15, 2018
December 11, 2018 DUE DILIGENCE Alert: LOW COMPETITIVE Alert: 4 Event: Prudential adds an ESG portfolio to its UCITS platform. Briefing Points: i) The new UCITS Dublin-based portfolio explicitly addresses the process of integrating ESG factors while “aiming for performance comparable to non-ESG holdings,” ii) All securities in the portfolio are assessed to identify and… Continue reading about Sustainable Investing Alerts: December 15, 2018
Sustainable Investing Alerts: November 30, 2018
November 30, 2018 DUE DILIGENCE Alert: LOW Event: M&G Investments offers new equity impact fund in the UK.Briefing Points: i) M&G Investments’ new fund’s selections will come from the MSCI All Country World Index of 2500 global stocks of companies operating in “countries where there are social issues,” ii) the fund will invest in companies… Continue reading about Sustainable Investing Alerts: November 30, 2018