Sustainable Investing Alerts: November 1 – November 15, 2018
November 13, 2018 DUE DILIGENCE Alert: MODERATE COMPETITIVE Alert: 3 Event: HSBC Introduces Global Sustainable funds in the UK. Briefing Points: i) HSBC Global Asset Management (GAM) introduced two global sustainable funds, a multi-asset conservative portfolio and a multi-asset balanced portfolio. The funds are part of the established HSBC GAM multi-asset series, ii) The conservative […]
Sustainable Investing Alerts: October 16, 2018 – October 31, 2018
October 25, 2018 DUE DILIGENCE Alert: LOW COMPETITIVE Alert: 1 Event: New European ESG fund from Spanish insurer, Mapfre. Briefing Points: i) The Spanish insurance company, Mapfre, has opened a new ESG-responsible fund with an emphasis on capital preservation, ii) The new Luxembourg domiciled fund, which is part of a new line of Mapfre ESG […]
ESG Liquidity Fund Targeted to Institutional Investors Offered by DWS
Summary DWS launched an institutional money market fund that integrates environmental, social and governance considerations while at the same time employing exclusionary screens. This $329.3 million fluctuating Net Asset Value (NAV) fund contrasts with the stable value GuideStone Money Market Fund that pursues a values/religious-based approach. Other significant differences extend to eligible security types, minimum […]
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 […]