Rockefeller Asset Management launches first Ucits funds

On the 05/22/19 at 6:47AM


Adrien Paredes-Vanheule

Both ESG equity funds are domiciled in an Irish Icav structure.

Rockefeller Capital Management announced on 21 May that its asset management business, Rockefeller Asset Management, has launched its first two Ucits-compliant ESG equity funds towards European investors.

Domiciled in an Irish Icav structure, the Rockefeller Global ESG Equity and Rockefeller US ESG Equity funds have been seeded by some European institutional investors and are available to institutional and retail investors.

Both strategies are actively managed by co-portfolio managers, David Harris and Jimmy Chang, supported by a team of equity and ESG analysts based in the US.

The Rockefeller Global ESG Equity and Rockefeller US ESG Equity funds seek to outperform their benchmarks – the MSCI ACWI-Net and Russell 3000, respectively – over a full market cycle of three to five years.

Hyde Park Investment (London) and Archipelago Partners (Stockholm) will distribute the funds in Europe.

“We have long held the view that ESG integration and deep engagement can enhance alpha generation and identify risks and opportunities that traditional fundamental analysis alone may not uncover,” said David Harris, CIO of Rockefeller Asset Management and co-portfolio manager of the funds in a press statement.

“In response to market demand and a secular shift toward sustainable research as a critical part of investing, Rockefeller will enable European investors to access its strategies through commingled funds offering liquidity and regulatory oversight of the Ucits framework for the first time.”

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