ESMA has categorised the use of fund names into three distinct groups, each with different requirements for the underlying fund’s investment strategy: Funds’ names using: Quantitative threshold: Proportion of the funds’ investments that should meet environme...
In addition, the rule would curtail adoption of names that suggest ESG investment strategies by ESG “integration funds.” Rule 35d-1 generally requires that a fund invest 80% of its assets in the investments suggested by its name, and the Proposed Names Rule would impose a firm 30-day ...
Hancock Names Investment-Only Exec.The article announces that Aylmer Magill has been named managing director of investment-only sales at John Hancock Funds.EBSCO_bspFund Action
But the meaning of the phrase—that things are what they are regardless of what you name them—can generally be applied to the investment world. Most mutual fund names are simple and fairly easy to understand. For example, many investors recognize that most mutual funds with small-cap value...
Section 35(d) of the Investment Company Act of 1940 prohibits all funds from using a name that the Securities and Exchange Commission (SEC) finds by rule, regulation, or order to be materially deceptive or misleading. The SEC adopted the Names Rule in 2001 to address certain broad cat...
Professional legal advice should be obtained before taking or refraining from any action as a result of the contents of this document. Applicable law European Economic Area (EEA), European Union Sector focus Asset Management and Investment Funds Services Regulation Financial Services Reg...
Specialised funds will often pair the region with a tilt to an investment style, such as GlobalSmall Cap. The sub-asset class may be preceded by the name of theindextracked by the product. As in: VanguardFTSE 100UCITS ETF. That tells you the ETF tracks the largest 100 companies listed ...
These Guidelines reflect the EU's push for greater transparency, accountability and consistency in how ESG funds are marketed. Funds with ESG-related names must now ensure that at least 80% of their assets are aligned with the binding elements of their investment strategy. This rule ensures that...
Argentina Names Second in Command of Key Economy Ministry More Reuters FILE PHOTO: Argentina's Vice President Cristina Fernandez de Kirchner attends the inauguration ceremony of the municipal cinema-theater at El Calafate, in Santa Cruz, Argentina July 8, 2022. Charo Larisgoitia/Argentine Vice-Pre...
9 International Growth ETFs These large, low-cost funds offer access to global opportunities. Jeff ReevesJan. 8, 2025 7 Best Vanguard Funds to Buy and Hold Experts recommend these low-cost, diversified funds for the core of an investment portfolio. ...