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Top 10 EcologyFunds.com Holdings Analysis

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(June.2023)

Toronto, Ontario–(Newsfile Corp. – June 20, 2023) – Portfolio Holdings Analysis for the world’s 10 largest Environmental Investment Equity Funds.

A Copy of the Full Report is Available at the Link Below:

https://mailchi.mp/16d3243da949/top-10-ecologyfundscom-holdings-analysis

World’s 10 largest Ecology Mandate Equity Funds measured by AUM (Assets Under Management)

World’s 10 largest Ecology Mandate Funds    
Report Side A. Side B. Inception 
Date
Fund 
Domicile
Asset Allocation
Date
Valuation 
$ USD
Top
10 
%
    Manager 
City
                   
ACS Climate Transition World Equity Fund Side B 7.Aug.2020 UK 31.Dec.22 $ 11,370 M 22.8%     London
Nordea 1 – Global Climate and Environment Side B 13.Mar.2008 Denmark 31.Dec.22 $ 10,420 M 20.9%     København
Pictet Global Environmental Opportunities Side B 9.Sep.2010 Luxembourg 31.Mar.23 $ 8,299 M 16.6%     Genève
Schroder ISF Global Climate Change Equity Side B 29.Jun.2007 Luxembourg 31.Dec.22 $ 3,291 M 6.6%     London
Amundi Funds Global Ecology ESG Side B 9.Sep.2019 France 31.Dec.22 $ 3,200 M 6.4%     München
BNP Paribas Global Environment Side B 12.Feb.2018 Luxembourg 31.Dec.22 $ 3,178 M 6.4%     London
BNP Paribas Climate Impact Side B 11.Nov.2009 Luxembourg 31.Dec.22 $ 2,857 M 5.7%     London
Mirova Europe Environmental Equity Fund Side B 31.May.2007 Luxembourg 31.Dec.22 $ 2,802 M 5.6%     Paris
Deka-UmweltInvest Side B 29.Dec.2006 Luxembourg 30.Nov.22 $ 2,320 M 4.6%     Frankfurt
ÖkoWorld ÖkoVision Side B 3.May.1996 Luxembourg 31.Dec.22 $ 2,179 M 4.4%     Düsseldorf
                   
$ 49,918 M 100.0%    

 

  • European jurisdictions lead the world in Environmental Investment Mandates
  • The world’s largest Ecology Mandate Fund (ACS Climate Transition World Equity Fund ) is domiciled in UK
  • 7 of the 10 largest Ecology Funds are domiciled in Luxembourg, 1 in the UK, 1 in Denmark and 1 in France
  • The 10 largest Ecology Mandate Equity Funds (by AUM) have combined assets of $49.9 Billion USD
  • The 3 largest Ecology Mandate Funds are managed in: London, Copenhagen, and Geneva respectively

Investment Holdings Analysis for the world’s 10 largest Ecology Mandate Equity Funds

Top 10 Fund Asset Allocation Date Fund
Currency
USA Europe Japan   Canada     Asia
Ex-JPN
    Oceania     South Amer.     Other   Cash
                   
ACS Climate Transition World Equity Fund 31.Dec.22 GBP 64.6% 19.8% 6.1%   3.5%     1.0%     2.0%     0.1%     0%   2.8%
 Nordea 1 – Global Climate and Environment 31.Dec.22 EUR 54.4% 29.2% 7.4%   2.4%     1.5%     2.1%     0.6%     0%   2.5%
 Pictet Global Environmental Opportunities 31.Mar.23 EUR 53.8% 33.8% 6.8%   5.6%     0%     0%     0%     0%   0%
 Schroder ISF Global Climate Change Equity 31.Dec.22 USD 38.5% 35.7% 11.0%   2.0%     9.4%     1.0%     0%     0%   2.4%
 Amundi Funds Global Ecology ESG 31.Dec.22 EUR 35.7% 47.5% 7.5%   3.0%     0%     0%     0%     0%   6.3%
 BNP Paribas Global Environment 31.Dec.22 EUR 49.7% 41.2% 3.9%   0%     3.7%     0%     0%     0%   1.6%
 BNP Paribas Climate Impact 31.Dec.22 EUR 42.2% 38.8% 4.5%   2.5%     6.3%     2.7%     1.4%     0%   1.6%
 Mirova Europe Environmental Equity Fund 31.Dec.22 EUR 7.0% 92.7% 0%   0%     0%     0%     0%     0%   0.4%
 Deka-UmweltInvest 30.Nov.22 EUR 39.0% 39.8% 8.3%   5.3%     5.1%     0%     0%     0%   2.5%
 ÖkoWorld ÖkoVision 31.Dec.22 EUR 29.8% 33.6% 8.4%   2.9%     5.9%     1.1%     2.0%     5.9%   10.3%
                                             
 Weighted Average 48.9% 35.0% 6.5%   3.1%     2.2%     1.2%     0.3%     0.3%   2.5% 100%

 

  • USA (US Capital Markets) is the leading investment destination for Ecology Fund equity investments (48.9%)
  • Europe receives the second highest portion of investment dollars (35.0% of investments)
  • 8 of the world’s 10 largest Ecology Mandate Funds are denominated in EUR, 1 in GBP, 1 in USD
  • Investments in: Japan, Denmark, UK, France, Switzerland and Germany appear in every Ecology Mandate Fund
  • Other investment domiciles for Ecology investments include: India, Turkey, and South Africa

Conclusions

  • Jupiter Ecology Fund was the world’s first Environmental Investment Fund (inception 1st April 1988)
  Jupiter Ecology Fund   Side B 31.Mar.2023        

 

  • Today’s Top 10 portfolios are almost fully invested (maintaining only 2.5% cash holdings)
  • European domiciles lead for Ecology Mandate Funds, US markets are the leading investment destination
  • Equity markets in: Denmark, Japan, UK and France are significant Ecology investment destinations
  • Since 2015 (Paris Accords) Ecology Mandate Funds have been fastest growing equity fund investment class

A complete list of Ecology (Environmental) Investment Funds and their respective portfolio holdings can be found at: https://EcologyFunds.com

Reported by: Christopher Berlet BSc, CFA
Supported By: Khadijah Samnani, Analyst

For further information please contact:
(416) 525 – 6869
[email protected]

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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/170702

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Fintech Pulse: Your Daily Industry Brief (Chime, ZBD, MiCA)

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As we close out 2024, the fintech industry continues to deliver headlines that underscore its dynamism and innovation. From IPO aspirations to groundbreaking regulatory milestones, today’s updates highlight the transformative power of fintech partnerships, regulatory evolution, and disruptive technologies. Here’s what you need to know.

Chime’s Quiet Step Toward Public Markets

Chime, the U.S.-based financial technology startup best known for its digital banking services, has taken a significant step by filing confidential paperwork for an initial public offering (IPO). As one of the most valuable private fintechs in the U.S., Chime’s move could potentially signal a renewed appetite for fintech IPOs in a market that has been cautious following fluctuating valuations across the tech sector.

With a valuation that reportedly exceeded $25 billion in its last funding round, Chime’s IPO could set a new benchmark for the industry. Observers note that its strong customer base and revenue growth may make it an appealing choice for investors seeking to capitalize on the digital banking boom. However, the timing and success of the IPO will depend on broader market conditions and the regulatory landscape.

Source: Bloomberg

ZBD’s Pioneering Achievement: EU MiCA License Approval

ZBD, a fintech company specializing in Bitcoin Lightning network solutions, has made history by becoming the first to secure an EU MiCA (Markets in Crypto-Assets Regulation) license. This landmark approval by the Dutch regulator positions ZBD at the forefront of compliant crypto-fintech operations in Europe.

MiCA, which aims to harmonize the regulatory framework for crypto-assets across the EU, has been a focal point for industry players aiming to establish legitimacy and expand their offerings. ZBD’s achievement not only validates its operational rigor but also sets a precedent for other fintech firms navigating the evolving regulatory landscape.

Industry insiders view this as a strategic advantage for ZBD as it broadens its footprint in Europe. By leveraging its regulatory approval, the company can accelerate its product deployment and establish trust with institutional and retail users alike.

Source: Coindesk, PR Newswire

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The Fintech-Credit Union Synergy: A Blueprint for Innovation

The convergence of fintechs and credit unions continues to reshape the financial services ecosystem. Collaborative initiatives, such as the one highlighted in the recent partnership between fintech innovators and credit unions, are proving to be a potent force in delivering tailored financial solutions.

This “dream team” approach allows credit unions to leverage fintech’s technological expertise while maintaining their community-focused ethos. Key areas of collaboration include digital payments, personalized financial management tools, and enhanced loan processing capabilities. These partnerships not only enhance member engagement but also enable credit unions to remain competitive in an increasingly digital-first financial environment.

Industry analysts emphasize that such collaborations underscore a broader trend of traditional financial institutions embracing fintech-driven solutions to bridge service gaps and foster innovation.

Source: PYMNTS

Tackling Student Loan Debt: A Fintech’s Mission

Student loan debt remains a pressing issue for millions of Americans, and a Rochester-based fintech aims to offer relief through its cloud-based platform. This innovative solution is designed to simplify loan management and provide borrowers with actionable insights to reduce their debt burden.

The platform’s features include repayment optimization tools, personalized financial education, and seamless integration with loan servicers. By addressing the complexities of student loan management, this fintech is empowering borrowers to make informed decisions and achieve financial stability.

As the student loan crisis continues to evolve, solutions like this highlight the critical role fintech can play in addressing systemic financial challenges while fostering financial literacy and inclusion.

Source: RBJ

Industry Implications and Takeaways

Today’s updates underscore several key themes shaping the fintech landscape:

  1. Regulatory Milestones: ZBD’s MiCA license approval exemplifies the importance of regulatory compliance in unlocking growth opportunities.
  2. Strategic Partnerships: The collaboration between fintechs and credit unions demonstrates the value of combining technological innovation with traditional financial models to drive customer-centric solutions.
  3. Market Opportunities: Chime’s IPO move reflects a potential revival in fintech public offerings, signaling confidence in the sector’s long-term prospects.
  4. Social Impact: Fintech’s ability to tackle systemic issues, such as student loan debt, showcases its role as a force for positive change.

 

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SPAYZ.io prepares for iFX EXPO Dubai 2025

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Leading global payments platform SPAYZ.io has confirmed it will be attending iFX EXPO Dubai 2025 on 14 to 16 January. Exhibiting at Stand 64 at Trade Centre Dubai, SPAYZ.io’s team of professionals will be on hand providing live demonstrations of its renowned payment services for payment providers. Attendees will also receive exclusive insight into SPAYZ.io’s plans for 2025 alongside early early access to its upcoming plans for the new year.

SPAYZ.io delivers a host of payment solutions that leverage the latest technological innovations and open access to the fastest growing emerging markets across Africa, Europe and Asia. Over the past year, there has been huge demand for its Open Banking and local payment method services, alongside bank transfers, mass payouts, online banking and e-wallets.

Yana Thakurta, Head of Business Development at SPAYZ.io commented: “We look forward to once again participating at iFX Dubai to expand our network of partners and clients. It’s a fantastic way to kick off the year, connecting with thousands of industry leaders from FOREX platforms to trading companies, and everything in between.

“Our key goal for iFX Dubai EXPO 2025 is to expand our portfolio of solutions and geographies. We’re using this as an opportunity to partner with like-minded entities who share our ambition to provide payment solutions that are truly global.”

Come meet SPAYZ.io’s team at the Trade Centre Dubai at Stand 64. You can also book a meeting slot with a member of a team.

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Airtm Enhances Its Board of Directors with Two Strategic Appointments

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Airtm, the most connected digital dollar account in the world, is proud to announce the addition of two distinguished industry leaders to its Board of Directors: Rafael de la Vega, Global SVP of Partnerships at Auctane, and Shivani Siroya, CEO & Founder of Tala. These appointments reflect Airtm’s commitment to innovation and financial inclusion as the company enters its next phase of growth.

“We are thrilled to welcome Rafael and Shivani to Airtm’s Board of Directors,” said Ruben Galindo Steckel, Co-founder and CEO of Airtm. “Their unique perspectives and proven track records will be invaluable as we continue scaling our platform to empower individuals and businesses in emerging markets. Together, we’ll push the boundaries of financial inclusion and innovation to create a more connected and equitable global economy. Rafael and Shivani bring a wealth of experience and strategic insight that will strengthen Airtm’s mission to connect emerging economies with the global market.”

Rafael de la Vega, a seasoned leader in fintech global partnerships and technology innovation, is currently the Global SVP of Partnerships at Auctane. With a proven track record of delivering scalable, impactful solutions at the intersection of fintech, innovation, and commerce, Rafael’s expertise will be pivotal as Airtm continues to grow. “Airtm has built a platform that breaks down barriers and opens up opportunities for people in emerging economies to connect to global markets. I am excited to contribute to its growth and help further its mission of fostering financial inclusion on a global scale,” said Rafael.

Shivani Siroya, CEO and Founder of Tala, is a pioneer in financial technology, renowned for empowering underserved communities through access to credit and essential financial tools. Her leadership in leveraging data-driven innovation aligns seamlessly with Airtm’s vision of creating more equitable financial opportunities. “Empowering underserved communities has always been at the core of my work, and Airtm’s mission resonates deeply with me. I’m thrilled to join the Board and work alongside such a dynamic team to expand access to financial tools that truly make a difference in people’s lives,” said Shivani.

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