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.
Biden Extends Student Loan Payment Halt, Orders Rethink of ESG Rule
By Bernice NapachHis "Day One" list of executive actions calls for a review of several Trump-era rules, including Labor's restrictions on ESG investments in 401(k)s.
January 13, 2021
Top 10 Predictions for Wealth Management in 2021: Aite Group"The length of the pandemic is changing our industry for good," Aite research director Alois Pirker says.
January 04, 2021
Will 2021 Be the Year Advisors Embrace Sustainable Investing?Many investors are asking for it, relative performance is strong and asset managers are providing more investment options.
January 04, 2021
Invesco Introduces Its First Active Nontransparent ETFs: Portfolio ProductsAlso, the RIA Simplify Asset Management launched four themed ETFs.
December 29, 2020
4 ETF Predictions for 2021Experts anticipate more active ETFs, fee cuts, thematic and ESG funds, as well as ETF clones and conversions of mutual funds.
December 23, 2020
American Portfolios Boosts Offerings: Tech RoundupAlso, Franklin Templeton teams with Apex and Bambu to launch Tango, a turnkey robo-advisor.
December 21, 2020
State Street Launches Alpha Data Platform: Portfolio ProductsAlso Tuttle Tactical Management Launches an actively managed ETF focusing on SPACs.
December 17, 2020
2020: An Advisor-Focused Review of the Unforgettable YearThere's a lot for financial advisors and firms to be optimistic about for 2021, says Mercer Advisors CEO Dave Welling.