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.
Gun Holdings of 9 Big Fund Firms
By Bernice NapachAs You Sow research shows, these stocks represent less than 1% of assets, but that could still be problematic for some investors.
August 16, 2019
Investors Want ESG, but Advisors Are the Missing Link: StudyWhile 75% of advisor clients view ESG investing positively, only 30% have discussed it with an advisor, Allianz Life finds.
August 15, 2019
Ladenburg Thalmann Buys Stake in Impact Investing Robo-AdvisorThe firm has invested in robo-advisor startup Newday Financial Technologies.
August 12, 2019
Vanguard Admits Erroneous Stock Holdings in 2 ESG ETFsAs result of an error by index provider, the Vanguard ESG U.S. Stock ETF (ESGV) temporarily held shares in a U.S. gun maker.
August 12, 2019
John Hancock Model Portfolios Added to Envestnet Platform: Portfolio ProductsAlso, Touchstone Investments plans to merge two of its funds.
August 09, 2019
Clients Want Out of Gun-Related Stocks? Here's Some AdviceMorningstar's Jon Hale discusses how advisors can help clients understand their options.
August 05, 2019
Morgan Stanley Introduces Impact Quotient App for Advisors: Portfolio ProductsAlso, AdvicePay introduced a new fee calculator for advisors's fee-for-service payments.
July 31, 2019
Active Managers Using Shareholder Leverage to Be HeardPushing companies they own to be more socially responsible, asset managers are using proxy voting in a big way.