Sustainable Investment Funds Related Events: October 2019
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 […]
Sustainable Investing Funds Related Events: July 2019
Events Summary 20 sustainable investing funds related events were identified in July 2019*, classified as follows: • 9 events involved new funds or strategies, including offerings in the US and overseas. • 4 events cover new analytical, research tools or indices. • 3 are related to merger and acquisition (M&A) activities. • 2 events involved […]
Sustainable Investing Events: June 2019
Events Summary 17 events were identified in June 2019, classified as follows: 9 events involved new funds, including five new ETFs being launched in the US and Europe. Of 15 non-ETF funds, 9 were launched in the US and Canada, 5 were launched in Europe, and one in Singapore. 4 are linked to changes in […]
Sustainable Investing Events: May 2019
Events Summary 15 events were identified in May 2019, classified as follows: 10 involved new funds, including three new ETFs. Of these, five were launched in Europe, four in the US and one in Australia. 2 involved organizational changes or announcements. 2 involved investment strategy announcements. 1 involved the introduction of a new investment tool. […]
Sustainable Investing Events: April 2019
Events Summary 20 events were identified in April 2019, classified as follows: • 6 involved changes to investment strategies • 6 involved new fund or investment vehicle formations • 2 involved index formations or launches • 2 involved organizational changes or announcements • 2 involved mergers and acquisitions • 2 involved new ETF launches Refer […]
Sustainable Investing Due Diligence Updates-October 2017
BlackRock’s head of global stewardship leaves position. Date: Oct. 30, 2017 Alert: MODERATE** Briefing Points – i) Zack Oleksik, who lead […]
Sustainable Fund and Manager Due Diligence
Introduction The growing traction of sustainable investing and sustainable investment funds[i] has brought with it increased attention to how these products are managed. For fiduciaries, institutions and financial intermediaries as well as, robo-advisors and other platform “gatekeepers,” this has introduced a range of new due diligence questions. These questions address what should be considered when […]
Sustainable Investing Alerts: January 15, 2019
Sustainable Investing Alerts Coverage: Nordea’s new fund, Sustainalytics GES acquisition, Eagle introduces new ESG strategy, Fitch launches ESG Relevance Scores, and Mirova’s new international ESG fund. January 10, 2019 DUE DILIGENCE Alert: LOW COMPETITIVE Alert: 1 Event: Nordea adds fund to its SICAV STAR equity suite. Briefing Points: i) Nordea’s new SICAV mutual fund applies […]