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.
July 18, 2019
Climate Change Bill Passed by House CommitteeAs ESG investing grows into the trillions of dollars, Congress is stepping up on bills that would mandate better data and standardization.
July 11, 2019
MSCI Adds ESG Ratings to 32,000 Funds and ETFsRatings are on a scale from AAA (leader) to CCC (laggard).
July 10, 2019
Dynasty Adds Ethic ESG Offerings to TAMPThe RIA is adding customized products to increase ESG options for portfolios.
July 10, 2019
Morningstar Explains Its Ratings System UpdateMany active funds may be downgraded due to a new system of taking fees into account with rankings.
July 09, 2019
How Donor-Advised Funds Can Amp Up Their Giving PowerMany donor-advised fund investors don't realize they can make impact investments as well as giving to charity.
July 08, 2019
SEC Commissioner's Speech Rankles ESG IndustryMorningstar's Jon Hale called Hester Peirce's speech "over the top," but some ESG backers said she made some good points.
July 01, 2019
DWS Group Launches First S&P 500 ESG ETF for US Investors: Portfolio ProductsAlso, Principal introduces its first interval fund and Eaton Vance announces a strategic initiative within its Parametric subsidiary.
June 27, 2019
ESG Data Is Missing LinkAdvisors may be slow to recognize an important investment trend thanks in part to an information gap, Natixis reports.
June 27, 2019
2019 Asset Manager Awards: Trillium Asset Management, All Cap Core StrategyEnvestnet uncovers the portfolios that outperform in different environments.
June 24, 2019
Pensions, Nonprofits Lean Into Social InvestingAlso, Legal & General releases an ESG report card.