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Sustainable Investment Funds Related Events: January 2020

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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




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