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.
SEC, NASAA Issue Alerts on ESG Investing
By Bernice NapachRegulators are concerned that a lack of standards for ESG investing has led to policies and practices that can mislead investors.
April 08, 2021
Top 3 Qualities Clients Want in Their Advisor: CerulliCerulli and Phoenix Marketing surveyed 11,000 households to learn about their expectations.
April 07, 2021
SEC's ESG Plans for Public Companies May Get Frosty Reception in CourtCourts have not looked favorably on requiring public companies to disclose information not necessary for preventing deception in investing decisions.
April 06, 2021
Schwab Plans First Actively Managed ETFAriel Investments is the subadvisor of the non-transparent ESG ETF and in charge of its day-to-day portfolio management.
April 06, 2021
New York Wants Life Insurers to Analyze Portfolio Climate ExposureOne proposed measure is the percentage of real estate holdings in potential flood zones.
April 05, 2021
Matthews Asia Merges Two Funds Due to Asset Overlap: Portfolio ProductsAlso, FTSE Russell is adding Chinese government bonds to its World Bond Index.
March 23, 2021
SEC Launches New Webpage on ESG, Climate Change IssuesThe new page is a response to investor demand for information, the agency says.
March 22, 2021
T. Rowe Price Launches Its First Impact Fund: Portfolio ProductsIn addition, Hartford Funds have introduced a longevity ETF that invests in companies that profit from the buying power of a growing aging population.