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Sustainable investment funds related events: September 2020

September 2020 Events Summary

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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.

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.



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Research and analysis to keep sustainable investors up to-date on a broad range of topics that include trends and developments in sustainable investing and sustainable finance, regulatory updates, performance results and considerations, investing through index funds and actively managed portfolios, asset allocation updates, expenses, ESG ratings and data, company and product news, green, social and sustainable bonds, green bond funds as well as reporting and disclosure practices, to name just a few.

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In addition to periodic updates regarding sustainable investing and how this form of investing is evolving, investors and financial intermediaries interested in implementing a sustainable investing approach will also find source materials that cover basic investing themes as well as asset allocation tactics.

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