Sustainable Investment Funds Related Events: January 2020

Events Summary
25 events were identified in January 2020#:

• • Ten events involved new funds or the adoption of sustainable investing strategies in the US
    and overseas.
    • Seven new fund launches were recorded for non-US based products.
    • Three were for U.S.-based funds, including one private fund.
  • Seven events signaled portfolio management process changes.
  • Four events covered the introduced of analytical tools, research tools or indices.
  • Two events were linked to personnel changes or additions.
  • One event involved an M&A transaction.
  • One event involved a change in investment adviser or sub-adviser.

Refer to Table 1 for provides details.

Table 1:  January 2020 Events in Ascending Calendar Date Order