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.
June 30, 2020
Morgan Stanley Among Adopters of New 4U Platform: Tech RoundupAlso, Advisor Group introduced Reg BI tools.
June 30, 2020
BlackRock Adopts New Investing Framework Due to PandemicCOVID-19 has accelerated structural trends in inequality, globalization, macro policy and sustainability.
June 29, 2020
UBS Expands SMAs to Third-Party Asset Managers: Portfolio ProductsAlso, Orion teams with State Street on suite of low-cost model portfolios.
June 25, 2020
Asset Managers and Strategists of the Year 2020: Shining in Exceptional TimesWe spotlight Envestnet portfolio managers with strategies that produce consistently strong results.
June 24, 2020
Investor Advocates Urge DOL to Reverse Policy on Private Equity in 401(k)sNineteen groups argue that private equity options are high cost, complex and often underperform.
June 24, 2020
Impact Asset Manager of the Year: Breckinridge Capital"We look at all that data along with the fundamentals to get a more holistic view of an issuer and see what are some potential credit risks there could be that we're not going to see in the financials."
June 24, 2020
Large-Cap Equity Asset Manager of the Year: Parnassus"We used that weakness, that really big downdraft in the [2018] fourth quarter to establish very large positions in companies like Microsoft and Nvidia. We saw and took advantage of that downturn to really add some very nice pieces to the portfolio."
June 24, 2020
DOL Proposes Limit on ESG Investments in Retirement PlansThe proposal reverses Obama-era guidelines allowing retirement plans to consider the social impact of investments.
June 24, 2020
Performance Now Ranked as Top Reason for Sustainable Investing: SurveyInvestors in Nuveen's latest responsible investing survey cited better performance over values.
June 23, 2020
Investors Have Power to Change Board's Policies on Race: Morningstar ExpertsTwo Morningstar sustainable research experts weigh in.