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Sustainable Investment Funds Related Events: April 2020

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The Bottom Line:  Sixteen events of note were identified for the month of April 2020, including eight, or 50%, involving newly introduced sustainable fund products.

Events Summary

    • Sixteen events were identified in April 2020 including the following:
      • Eight firms launched new funds; 3 of these were US-based and 5 were non-US based.
      • The remaining eight events involved varying developments, including:
        • One senior management organizational change
        • One sustainable management/portfolio management personnel change
        • One public engagement
        • One private fund subscription period closing
        • One portfolio management process change
        • One new analytical tool or research tool or indices
        • One fund closing
        • One new robo investing application/platform.
    • One item captures a senior management organizational change that occurred as of March 27 but not previously reported.

Refer to Table 1 for details.

 

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