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Sustainable Investment Funds Related Events: October 2019

Events Summary 22 events were identified in October 2019, classified as follows:

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Events Summary
22 events were identified in October 2019, classified as follows:

• 17 events involved the launch of new funds or the adoption of sustainable investing strategies in the US and overseas.
–Seven US fund firms and a combined total of 10 Canadian, European and Asian fund firms were affected.
• Three firms reflected changes in the portfolio management line-up.
• One fund firm made the news due to elevated reputational concerns that’s siphoning assets from the firm.
• One fund firm announced a change in its product line.

Refer to Table 1 for details.

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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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