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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…

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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 fund closings, including one mutual fund and one ETF.
• 2 events cover changes to portfolio policies, guidelines or inputs.
• *For information purposes, nine events that occurred in June 2019 and not previously reported are listed. These are dominated by new US fund launchings.

Refer to Table 1 for details.

July 2019 Events in Descending Calendar Date Order




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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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Many questions have surfaced in recent years regarding sustainable and ESG investing.  Here, investors and financial intermediaries will find materials that describe the various approaches to sustainable investing and their implementation.  While sustainable investing approaches vary and they have thus far defied universally accepted definitions, many practitioners agree that they fall into the following broad categories:  Values-based investing, investing via exclusions, impact investing, thematic investments and ESG integration.  In conjunction with each of these approaches, investors may also adopt various issuer engagement procedures and proxy voting practices.  That said, sustainable investing approaches will continue to evolve.

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Thoughts and ideas targeting sustainable investing strategies executed through various registered and non-registered sustainable investment funds and products such as mutual funds, Exchange Traded Funds (ETFs), Exchange Traded Notes (ETNs), closed-end funds, Real Estate Investment Trusts (REITs) and Unit Investment Trusts (UITs). Coverage extends to investment management firms as well as fund groups. 

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