The Bottom Line: 32 events were recorded in September, including 25 new sustainable mutual fund types or ETFs, with 19 non-US-based funds and 6 US.
September 2020 Events Summary
32 events were recorded in September 2020.
- 25 new sustainable mutual fund types or ETFs dominate the events listing, with 19 non-US based funds and six new US-based strategies.
- Three events cover changes in portfolio management processes.
- Two events apply to new analytical tools, or research tools or indices.
- One event each included a change in portfolio research inputs or capabilities and one involved a new training service offering.
Highlight:
As reported on September 18th, BlackRock CEO Larry Fink said at the annual Morningstar Investment Conference in Chicago that by the end of this year, 100% of its portfolios will integrate ESG metrics, up from 70% at the end of April, “We are committed by the end of 2020 to have all our portfolios integrated to ESG,” Fink said at the conference, “Climate risk is investment risk.” The asset manager will provide data and analytics that highlights the value of issues like climate change.
Refer to Table 1.
