Sustainable Investing Alerts: September 16 – September 30, 2018
Sept. 27, 2018 DUE DILIGENCE Alert : HIGH COMPETITIVE Alert : 3 Event: Vanguard Charitable to add new ETF-based ESG strategies. Briefing Points: i) The new strategies or “goals,” scheduled to become effective on October 1, allow charitable assets of investors to be directed into 3 ETF-based ESFG options, ii) Two of the new options correspond to […]
Sustainable Investing Alerts: September 1, 2018 – September 15, 2018
Sept. 12, 2018 DUE DILIGENCE Alert: MODERATE COMPETITIVE Alert: 2 Event: DWS files for 3 new ESG ETFs and operationalizes one. Briefing Points: i) DWS (formerly Deutsche Asset Management) has launched one of the three ESG international ETFs that it registered with the SEC earlier in the month, ii) The firm’s first sustainable entry in […]
Sustainable Investing Alerts: August 15, 2018 – August 31, 2018
August 30, 2018 DUE DILIGENCE Alert: HIGH COMPETITIVE Alert: 2 Event: New ESG focused fund in Indi for later this year announced for Avendus. Briefing Points: i) Avendus Capital Public Markets Alternative Strategies, which is the alternatives’ asset management division of Avendus Capital, is expected to open a new ESG focused fund in India by […]
Sustainable Investing Alerts: July 31, 2018 – August 15, 2018
August 13, 2018 DUE DILIGENCE Alert: MODERATE COMPETITIVE Alert: 2 Event: BlackRock sustainable funds continue to maintain positions in Turkey in face of crisis. Briefing Points: i) Blackrock’s sustainable investment funds continue to hold debt positions in Turkey as sovereign concerns rise, ii) Giulla Pellegrini, who heads BlackRock’s EMD sustainable investments stated that they have, […]
Sustainable Investing Alerts: July 16, 2018 – July 30, 2018
July 30, 2018 DUE DILIGENCE Alert: MODERATE COMPETITIVE Alert: 2 Event: Co-Head of responsible investing announced for MAN Group. Briefing Points: i) Jason Mitchell is MAN Group’s new co-head of responsible investing, a position he will share with Steven Desmyter who will focus on client- and corporate-level efforts in the same area: ii) Mr. Mitchell’s […]
Sustainable Investing Alerts: July 1, 2018 – July 15, 2018
July 10, 2018 Due Diligence Alert: MODERATE Competitive Alert: 3 Event: Raymond James offers proprietary ESG model portfolios. Briefing Points: i) Raymond James is operationalizing its first range of ESG 3-party sub-advised model portfolios: ii) The model portfolio offerings are proprietary to Raymond James’ advisors and will be overseen by the firms in-house due-diligence team: iii) […]
MBTA Set to Issue First Ever Tax-Exempt Sustainability Bond – A Research Note
Tax-Exempt Sustainable Bond by MBTA The Massachusetts Bay Transportation Authority (MBTA) announced on September 18, 2017 that it is planning to issue about $574 million in bonds on Tuesday, September 26, 2017, consisting, in part, of Subordinated Sales Tax Bonds 2017 Series A in the combined amount of $232.7 million, including $100.1 million, or 43% […]
Another Way to Have a Positive Societal Impact: Charitable Giving Funds
Summary Beyond implementing sustainable investing strategies by investing directly in individual securities, mutual funds, exchange-traded funds (ETFs) as well as other asset types, investors with a desire to achieve positive societal outcomes with their investments have another option, albeit a limited one at this time. This is the opportunity to invest via investment management advisory […]