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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…

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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 fund closings, including one mutual fund and one ETF.
• 2 events cover changes to portfolio policies, guidelines or inputs.
• *For information purposes, nine events that occurred in June 2019 and not previously reported are listed. These are dominated by new US fund launchings.

Refer to Table 1 for details.

July 2019 Events in Descending Calendar Date Order




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