Sustainable Investment Funds Related Events: December 2019

Events Summary
Twenty-four management company-specific sustainable fund events were identified in December 2019 including:

  • 19 events involved the launch of new funds or strategies in the U.S. or overseas
    • 12 new US-based products, including two new ETF launches
    • 7 non-US based products.
  • One fund was exposed to a public perception or reputational issue.
  • Three events involved portfolio management team changes.
  • One fund company merged two of its funds.

November 2019 events not previously covered are included in the Table below but not covered in the Events Summary.

See Table 1 for details.

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