ESG
The latest news on investment strategies that focus on environmental, social and governance factors (or ESG investing), socially responsible investing (SRI) and impact investing.
Five Key Points From SEC's Proposal for Climate Disclosures
By Eric Roston and Saijel KishanThe agency just issued a 500-plus-page proposed rule for public companies; here are the highlights.
March 21, 2022
SEC to Require Climate-Change Risk Disclosures Under New PlanThe agency plans to ask firms to outline risks a warming planet poses to their operations in registration statements, annual reports and other documents.
March 17, 2022
Edward Jones to Plow $1B Into Tech This Year: Tech RoundupAlso, Pershing X, led by Ainslie Simmonds, announced a new partnership.
March 16, 2022
How Direct Indexing Helps Clients Cope With Market Volatility, TaxesMonali Vora, a partner at Goldman Sachs Asset Management, says every client wants a portfolio tailored to their financial goals.
March 10, 2022
9 Most Overpaid CEOs in Financial ServicesThese execs' performance doesn't justify their pay packages, according to As You Sow.
March 02, 2022
10 Best Women-Run Companies to Invest In: Morningstar, 2022Here are the companies with female CEOs that made Morningstar's Best Companies to Own list.
February 25, 2022
Younger Women Glued to Financial News: SurveyMost Gen Z and millennial women in an investor survey said they consumed investing information for more than an hour a day.
February 24, 2022
Family Offices Need Succession Planning Advice: SurveyEconomic and social disruption are leading family office executives to adjust their approaches, BNY Mellon Wealth Management found.