Active management has become a growing force, with almost 60% of ETFs launched last year being actively managed. Some relatively new ETFs combine the ever-increasing demand for environmental, social and governance initiatives with a selection of securities that have the potential for outperformance and greater transparency.
In the next webcast, The Active Advantage for Eco-Friendly ETF Strategies, Matthew Camuso, ETF Strategist, BNY Mellon Investment Management; Erin Spalsbury, Senior Portfolio Manager, Insight Investment; and Jennifer Law, Head of Stewardship, Newton Investment Management, will focus on several actively managed strategies that are positioned to meet the growing demand for environmental friendliness and sustainability in fixed income and equities.
BNY Mellon Investment Management offers a range of three actively managed sustainable exchange-traded funds: the BNY Mellon Sustainable US Equity ETF (BKUS)the BNY Mellon Sustainable International Equity ETF (BKIS)and the BNY Mellon Sustainable Global Emerging Markets ETF (BKES). All three funds are sub-advised by Newton Investment Management Limited.
The three ETFs in this suite are designed to offer a range of solutions for investors seeking long-term growth potential, with options for exposure to US domestic portfolios and international and emerging markets.
The BNY Mellon Sustainable US Equity ETF aims to invest at least 80% of its net assets in equity securities of US companies that exhibit attractive investment attributes and sustainable business practices. Charles French and Yuko Takano are the fund’s lead portfolio managers.
The BNY Mellon Sustainable International Equity ETF generally invests at least 80% of its net assets in equity securities of foreign companies that exhibit attractive investment attributes and sustainable business practices. Paul Markham and Yuko Takano are the fund’s lead portfolio managers.
Finally, the BNY Mellon Sustainable Global Emerging Markets ETF (BKES) seeks to invest at least 80% of its net assets in equity securities of publicly traded companies located, organized, having their principal place of business or having a controlling interest. assets or activities in emerging countries and which exhibit attractive investment characteristics and sustainable business practices. Paul Birchenough and Ian Smith are the lead portfolio managers of the fund.
Newton has a long track record of developing responsible and ESG investment solutions. Newton Investment Management Ltd has been practicing proxy voting since the 1970s and has employed responsible investment analysts since the 1990s, long before it became mainstream. She has been a signatory to the United Nations Principles for Responsible Investment since 2007 and joined the Net Zero Asset Managers initiative in March 2021, demonstrating her commitment to working with her clients to help achieve net zero ambitions and navigate the portfolios through complex energy transitions. Newton currently manages sustainable investments across equity, fixed income, equity opportunities, equity income, multi-asset and real return strategies.
Financial advisors interested in learning more about eco-friendly ETF strategies can register for the Monday, June 27 webcast here.
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