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.
Understanding ESG Ratings: A Brief Primer From Celent
By Bernice Napach"There is no common standard for ESG reporting due to self-reporting by companies and data content providers each having their own ranking system in place," notes Celent.
July 30, 2018
SEC Clarifies 'Inadvertent Custody'The staff of the U.S. Securities and Exchange Commission's Division of Investment Management recently released updated guidance to what advisors know…
July 30, 2018
Sustainable Bonds: A Major Investment ShiftNew corporate bond issues have outpaced equity issues eight fold since 2006. And ESG has become a key way to evaluate them.
July 30, 2018
How ESG Investing Can Help Address the Opioid CrisisA growing number of institutional investors are pursuing policy changes at drugmakers and distributors, with some success.
July 25, 2018
Cybersecurity Is Still Advisors' Top Compliance Worry: IAA PollOther notable concerns are the SEC's Advertising Rule and new Form ADV disclosures.
July 24, 2018
ESG Investing Is Missing From Most Retirement PlansHealth care institutions are well ahead of corporate peers in implementing ESG in plans, NEPC reports.
July 23, 2018
Impact Shares Launches NAACP-Affiliated ETF: Portfolio ProductsAlso, ProShares launched an ETF that invests only in online retailers.
July 17, 2018
5 Wild Cards That Could Brighten Q2 Life and Annuity Issuer EarningsOne team of analysts describes life and annuity stocks as 'undervalued, and washed-out.'