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Sustainable Investment Funds Related Events: January 2020

Events Summary 25 events were identified in January 2020#: Ten events involved new funds or the adoption of sustainable investing strategies in the US and overseas. Seven new fund launches were recorded for non-US based products. Three were for U.S.-based funds, including one private fund. Seven events signaled portfolio management process changes. Four events covered…

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Events Summary
25 events were identified in January 2020#:

    • Ten events involved new funds or the adoption of sustainable investing strategies in the US
      and overseas.
      • Seven new fund launches were recorded for non-US based products.
      • Three were for U.S.-based funds, including one private fund.
    • Seven events signaled portfolio management process changes.
    • Four events covered the introduced of analytical tools, research tools or indices.
    • Two events were linked to personnel changes or additions.
    • One event involved an M&A transaction.
    • One event involved a change in investment adviser or sub-adviser.

Refer to Table 1 for provides details.

Table 1:  January 2020 Events in Ascending 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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