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.
April 27, 2020
First Non-Transparent ETFs Begin TradingAlso: Vanguard opens robot pilot program, BNY Mellon expands USCF relationship and Direxion reduces leverage on 10 ETFs.
April 21, 2020
Morningstar to Take Full Ownership of SustainalyticsThe mutual fund and ESG ratings firm is acquiring the 60% of Sustainalytics it doesn't already own.
April 20, 2020
COVID-19 Will Boost Interest in ESG Investing: NuveenCompanies' pandemic response will be a major determination of how they get graded in the future, the firm says.
April 13, 2020
Shareholders Should Be Heard, Not MuzzledThe SEC is moving toward tamping down small shareholder proxy input. Many are fighting back. Here's why.
April 13, 2020
3 Steps to Better Green InvestingHere's what investors and the advisors who serve them can do as they explore this asset class, especially renewable energy.
April 09, 2020
Sustainable Funds Had a Record-Setting Q1: MorningstarSustainable funds kept adding money even as the coronavirus pandemic accelerated in March.
April 07, 2020
How a Top Advisor Is Communicating in a CrisisCatherine Valega cut her teeth on Wall Street and overseas before focusing her work on women and impact investing.
March 30, 2020
New Portfolio Products for Uncertain TimesSeveral recently launched portfolio products are tied to important shifts in the wealth-management landscape.
March 30, 2020
SI Surges as Advisors Remain SkepticalFunds move toward ESG investing, while shareholder and proxy voting takes on new life.
March 30, 2020
6 Portfolio Directions for Uncertain TimesIndustry experts highlight trends in investing and financial planning, and what they mean for advisors during the COVID-19 crisis.