The Bottom Line: Of 23 material events identified in May 2020, eight events or 35% involved the introduction of new funds followed by personnel changes.
23 material events were identified in May 2020 including:
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- Eight events involved newly launched US- and non-US based funds or strategies events.
- Five of these newly introduced funds were non-US based in markets as diverse as Russia & China.
- Three were new US-based ESG funds or strategies.
- Seven events involved sustainable management/Portfolio management personnel changes.
- Two events involved changes in portfolio management process.
- Two events captured the announcement of new analytical tools or research tools or indices.
- One event involved a senior management change.
- One event each pertaining to a fund closing as well as a merger, acquisition, divestiture or JV.
- One fund made a change to their operational support platform.
- Eight events involved newly launched US- and non-US based funds or strategies events.
One item captures a fund closing that occurred as of April 29 but not previously reported.
Refer to Table 1 for details.
