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Alternative Market Briefing

Rockefeller enters European market launching two UCITS funds based on equity ESG strategies

Wednesday, May 22, 2019

Laxman Pai, Opalesque Asia:

Rockefeller Asset Management, a division of Rockefeller Capital Management, is now offering its equity investment strategies to European investors with the launch of a UCITS regulated fund structure.

The first UCITS funds, seeded by prominent, long-term European institutional investors, are the Rockefeller Global ESG Equity Fund and the Rockefeller U.S. ESG Equity Fund.

The Funds are available to institutional and retail investors, featuring a founders' share class for larger early-stage investors, and are available for passporting into many European countries.

"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, Chief Investment Officer of Rockefeller Asset Management and co-portfolio manager of the Funds.

"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," David added.

Rockefeller's Global and U.S. ESG Equity 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 U.S. who have worked together over many years.

"The Rockefeller......................

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