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.
Invesco Spotlights Its ESG Efforts
By Ginger SzalaIn a recently released report, the $1.1 trillion asset manager takes stock of its corporate social responsibility initiatives.
August 17, 2020
VanEck Model Portfolios Join Envestnet Platform: Portfolio ProductsAlso, Schwab reorganizes a high-yield municipal fund.
August 13, 2020
DOL Scrutinizing RIAs' Use of ESG Investments in Retirement PlansObservers are puzzled by the timing of the move.
August 12, 2020
How to Choose a Model PortfolioA new Morningstar report is a good primer for advisors considering outsourcing investment management.
August 11, 2020
Bloomberg Launches Its Own ESG ScoresThe initial rollout includes environmental and social scores for 252 oil and gas companies, and board composition scores for 4,300 firms.
August 10, 2020
Fidelity Loses Top Slot: Q2 Robo ReportAlso, robo advisors' portfolios met or beat major market indexes as account openings surged, according to the latest industry research.
August 07, 2020
DOL's ESG Proposal Blasted in Public CommentsSome 1,100 critiques from asset managers, sustainable investment advocates and others focused on five key areas.
July 31, 2020
Broadridge Starts Fi360 Remote Exams: Tech RoundupAlso, Morningstar adds a virtual reality option for upcoming online conference.