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 changes in the portfolio management line-up.
• One fund firm made the news due to elevated reputational concerns that’s siphoning assets from the firm.
• One fund firm announced a change in its product line.
Refer to Table 1 for details.
