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 involved portfolio management team changes.
• Three events involved changes to portfolio policies, guidelines or inputs.
• One event involved an analytical process error and a potential for negative “public perception or reputational issue.”
• One event was sourced to a new analytical tool, research or indices.
• One event was sourced to a new analytical tool, research or indices.
• One event was associated with a competitive/strategic move or repositioning.
See Table 1 for details.
