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Sustainable funds close November with $312.5 billion in assets under management, adding $8.7 billion due to market movement and repurposed/reclassified funds The net assets of the universe of sustainable funds registered a month-over-month increase to offset some of last month’s...
November 30, 2018 DUE DILIGENCE Alert: LOW Event: M&G Investments offers new equity impact fund in the UK.Briefing Points: i) M&G Investments’ new fund’s selections will come from the MSCI All Country World Index of 2500 global stocks of companies operating...
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Sustainable funds close October at $302.4 billion, giving up $19.5 billion due largely to market declines For only the second time so far this year, the total net assets of the universe of sustainable funds, including mutual funds, ETFs and...
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...
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...