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.
How Merrill, Schwab, Fidelity Are Using Tech to Build Values-Based Portfolios
By Jeff BermanBig firms are using AI and machine learning to help clients build individualized portfolios that align with their values.
September 17, 2020
Is That Portfolio ESG-Friendly? New Service Helps Advisors Find OutOpenInvest, a firm backed by Andreessen Horowitz and Y Combinator, has launched a subscription-based service called Portfolio Diagnosis.
September 09, 2020
Half of Natixis Strategists See Another Market SelloffThe firm's strategists overwhelmingly expect ESG investing to be a post-pandemic market winner.
September 08, 2020
Bank of America Wants More Diversity on Its Investment PlatformThe bank is enhancing initiatives to encourage racial and gender diversity in asset managers and their investments.
September 02, 2020
Large-Cap Funds Managed by Women Are Outperforming in 2020: GoldmanOnly 3% of large-cap funds are managed entirely by women, while 77% have all-male management teams.
August 31, 2020
How ESG Data Affects Investors' Fund Choices: MorningstarEven during market turbulence, investors value sustainability considerations, researchers found.
August 31, 2020
Focus Adds $675M ESG-Focused Wealth Group in New YorkThe purchase of Seasons of Advice is the 12th deal for the RIA aggregator this year.
August 24, 2020
Vanguard Changes Energy Fund's Benchmark: Portfolio ProductsAlso, Alger to launch its first two ETFs.