Carne Group appointed as management company for new Rockefeller UCITS funds

18 June 2019
Carne-Group-appointed-as-management-company-for-new-Rockefeller-UCITS-funds

Rockefeller Asset Management, a division of the U.S. based financial services firm Rockefeller Capital Management, has rolled out its first two UCITS compliant funds to attract European investors to its long-standing environmental, social and governance strategies, the Rockefeller Global ESG Equity Fund and the Rockefeller U.S. ESG Equity Fund.

The New York based asset manager says its recently launched UCITS compliant funds have been made available to both retail and institutional investors in Europe.

The two UCITS funds, part of the newly launched Dublin domiciled Rockefeller Capital Management UCITS ICAV, have already been seeded by prominent, long-term European institutional investors. The ICAV is being managed by Carne Group via its Dublin based Carne Global Fund Managers arm.

Rockefeller’s Global and U.S. ESG Equity strategies are actively managed by co-portfolio managers David Harris, Chief Investment Officer, and Jimmy C. Chang, Chief Investment Strategist, supported by a team of Equity and ESG analysts. The two strategies seek to out-perform their respective benchmarks – the MSCI ACWI-Net and the Russell 3000 – over a full market cycle defined as three to five years.

Written by