Rockefeller Asset Management launches ESG equity Ucits Fund for European investors

Rockefeller Asset Management has expanded the range of ESG-focused investment solutions available to non-US investors by launching an equity Ucits fund.

The strategy of the product – Rockefeller US Small Cap Equity ESG Ucits Fund – aims to blend “quality small-cap investments with a focus on enduring growth and durable business models”. 

The fund – classified under Article 8 of the EU’s Sustainable Finance Disclosure Regulation – also incorporates the firm’s ESG Improvers philosophy, which aims to identify companies improving their ESG performance through shareholder engagement to generate uncorrelated alpha over time.

The asset management arm of Rockefeller Capital Management offers ESG-focused investment solutions, including US and global large-cap ESG equity strategies, as well as a climate solutions strategy, all available in the European market.

“The fund will extend our ability to provide our expertise to an additional investor base outside of the United States,” said Casey Clark, president and chief investment officer of Rockefeller Asset Management.

Chip Montgomery, president of Rockefeller Asset Management International, said the fund will provide European investors with a “quality-focused US small cap solution”.

The Rockefeller US Small Cap Equity ESG Ucits is available to institutional and retail investors in certain European markets, featuring a founders’ share class with favourable economics and terms for select early-stage investors, and is available for passporting into many European countries.

© 2023 funds europe

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