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.
10 Trends Shaping Wealth Management in 2024
By Michael S. FischerAs many investors look beyond prioritizing wealth preservation, wealth managers must get creative, according to Capgemini.
February 16, 2024
Wall Street's ESG Backlash Spurs Jump in ETF ClosuresIn 2023, 36 ESG-labeled ETFs were liquidated in the Americas, more than double the prior year, according to Bloomberg Intelligence data.
December 18, 2023
BlackRock Sued by Tennessee Over 'Misleading' ESG StrategyThe lawsuit is the first by a GOP official against an investment firm for its ESG strategy.
December 08, 2023
Debate: Should Social Responsibility Be Factored Into Retirement Planning?Opinions differ on considering ESG factors when selecting retirement plan investments.
September 25, 2023
Deutsche Bank Unit to Pay $25M to Settle SEC ProbesThe fine is the biggest ever that the SEC has handed out over allegations of greenwashing.
September 20, 2023
SEC Expands Its Rule on Fund NamesThe rule now applies to funds focusing on investment characteristics like growth, value and sustainability.
September 14, 2023
Morningstar Layoffs Could Hit More Than 200 Employees: ReportA Morningstar representative confirmed plans to cut up to 12% of the firm's Sustainalytics unit, Reuters reported.
September 05, 2023
Ramaswamy's Anti-ESG ETF Firm Hits $1B in AssetsHis "wealthy backers helped a lot and running for president probably can't hurt either," said analyst Eric Balchunas.