Sustainable Investment Funds Related Events: June 2020
The Bottom Line: 33 material events were identified in June 2020, dominated by new fund launches, including seven ETFs in the US, and personnel changes. Events Summary 33 material events were identified in June 2020, dominated by new fund launches and personnel changes, as follows: 20 events involved the launch of new funds or the […]
BlackRock iShares launches 7 sustainable ETFs
The Bottom Line: BlackRock iShares launches 7 ETFs pursuing sustainable investing strategies, more than doubling the number of sustainable ETF launches year-to-date by six firms.
Vision Report: Five firms in May introduce first time sustainable mutual funds and ETFs
The Bottom Line: Five new firms introduced first time sustainable mutual funds and ETFs in May that encapsulate ESG integration strategies but their approaches vary.[ihc-hide-content ihc_mb_type=”block” ihc_mb_who=”reg” ihc_mb_template=”4″ ]
Direct Indexing: An Option for Qualifying Sustainable Passive Investors
The Bottom Line: Direct indexing is an option for qualifying passive investors seeking to customize portfolios to more precisely meet their sustainability values and preferences. An introduction to direct indexing The dislocations in the equity and fixed income markets during the February-March 2020 coronavirus-related market rout brings to mind another potential advantage offered by direct […]
Sustainable Investment Funds Related Events: May 2020
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: Eight events involved newly launched US- and non-US based funds or strategies events. Five of these newly introduced funds were non-US […]
Sustainable Investment Funds Related Events: March 2020
The Bottom Line: Twenty events of note were identified for the month of March 2020, including 12, or 60%, involving newly introduced sustainable fund products. Events Summary Twenty events of note were identified for the month of March 2020*. These are as follows: The majority of these events, 12 in total, involved newly introduced sustainable […]
Sustainable Investment Funds Related Events: February 2020
The Bottom Line: 22 fund related events were identified in February 2020, of which 10, or 45%, involved launches of new sustainable funds or strategies.
On the heels of significant 2019 growth in ETFs, Direxion ETF adds a new twist
The Bottom Line: New Direxion sustainable ETF with added twist adds to significant 13-month growth in sustainable ETFs that reaches $38.3 billion in net assets. Sustainable ETFs reach 115 funds with $33.7 billion in assets at year-end 2019 and $38.3 billion at the end of January 2020 but represent a small 2.1% of sustainable mutual […]