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.
- Ten events involved new funds or the adoption of sustainable investing strategies in the US
Refer to Table 1 for provides details.
Table 1: January 2020 Events in Ascending Calendar Date Order
