ESG

Displaying 1093 results
Transamerica revamps Large Core Fund with ESG treatment
INVESTING ESG JAN 17, 2023
Transamerica revamps Large Core Fund with ESG treatment

Currently, the fund does not have a sustainability mandate and thus has an average sustainability rating from Morningstar.

Touchstone Investments files for ‘climate transition’ ETF
INVESTING ESG JAN 17, 2023
Touchstone Investments files for ‘climate transition’ ETF

Lombard Odier’s Paul Udall is listed as portfolio manager for the forthcoming fund, which would be listed on the Chicago Board Options Exchange.

ESG themes to watch in 2023
INVESTING ESG JAN 12, 2023
ESG themes to watch in 2023

Shareholder engagement, the energy transition and regulation will get a lot of attention.

Companies face pressure to offer ESG options in retirement plans
INVESTING RETIREMENT PLANNING JAN 11, 2023
Companies face pressure to offer ESG options in retirement plans

While a new DOL rule OKs considering ESG factors in selecting investments for 401(k)s, it may take more than that to get large employers to change their offerings.

New ETF bets on companies led by women
INVESTING EQUITIES JAN 09, 2023
New ETF bets on companies led by women

Hypatia Women CEO ETF leverages the logic that female executives represent a rare level of excellence when it comes to leadership and management skills.

DWS readies ‘climate action’ ETF
INVESTING ESG JAN 09, 2023
DWS readies ‘climate action’ ETF

The product, which would invest in companies seen as leaders in addressing climate change in their businesses, would be the 14th Xtrackers ETF with an ESG theme.

Vanguard's efforts to navigate politics of ESG could be blueprint for others
INVESTING ESG JAN 06, 2023
Vanguard's efforts to navigate politics of ESG could be blueprint for others

Last month's decision to exit the Net Zero Asset Managers Initiative puts Vanguard in a spotlight it was likely trying to avoid.

Prime Capital buys sustainable investment RIA
INVESTING RIAS JAN 06, 2023
Prime Capital buys sustainable investment RIA

North Carolina-based Earth Equity Advisors is a certified B Corporation and specializes in fossil-fuel-free portfolios.

ESG has DOL's blessing. Here's what can happen next in 401(k)s
INVESTING RETIREMENT PLANNING JAN 05, 2023
ESG has DOL's blessing. Here's what can happen next in 401(k)s

Target-date funds that are sustainable or responsible are fair game now for retirement plans, but there aren't many of them.

New regulatory agenda sets April, October deadlines for SEC ESG rules
INVESTING ESG JAN 05, 2023
New regulatory agenda sets April, October deadlines for SEC ESG rules

The SEC also has custody and ETF regulations to tackle, while the Department of Labor continues work on the next iteration of an investment advice rule for retirement accounts.

BlackRock, Citigroup among firms named as fossil-fuel boycotters by Kentucky
INVESTING ESG JAN 04, 2023
BlackRock, Citigroup among firms named as fossil-fuel boycotters by Kentucky

State legislation requires state entities to divest from firms on the list, with certain exceptions.

Do clients want to invest in sustainability? You're asking the wrong questions
INVESTING OPINION JAN 03, 2023
Do clients want to invest in sustainability? You're asking the wrong questions

It isn't just a matter of identifying clients who are interested, but of removing whatever obstacle is keeping them from investing.

Newsweek ranks LPL as a ‘Most Respectable Company’
INVESTING ESG DEC 21, 2022
Newsweek ranks LPL as a ‘Most Respectable Company’

Recognition based on survey of 11,000 people about their perceptions of companies related to corporate social responsibility.

The ESG rule, the SEC and sustainability
INVESTING ESG DEC 19, 2022
The ESG rule, the SEC and sustainability

If SEC Chairman Gary Gensler can engage with potential opponents while keeping advocates on the SEC’s side, ESG could score more policy wins next year.

ESG got caught between party lines
INVESTING ESG DEC 19, 2022
ESG got caught between party lines

The year saw major developments in legislation and regulation that affect sustainable investing, including proposals from the SEC and a long-awaited final rule from the Department of Labor.

Managers stop calling some assets ESG ahead of SEC rules
INVESTING ESG DEC 14, 2022
Managers stop calling some assets ESG ahead of SEC rules

Anti-greenwashing proposals are already having an effect, results of a US SIF survey suggest.

State Street the latest to expand client proxy voting
INVESTING ESG DEC 13, 2022
State Street the latest to expand client proxy voting

That decision follows recent moves by Vanguard and BlackRock to extend voting choices to individual investors.

Microsoft shareholders to vote on proposal for audit of how firm’s 401(k) plans manage climate risk
INVESTING RETIREMENT PLANNING DEC 08, 2022
Microsoft shareholders to vote on proposal for audit of how firm’s 401(k) plans manage climate risk

Microsoft is largely considered a corporate leader on climate action but currently has no ready-made sustainable investing retirement option.

Morningstar CEO on how direct indexing makes investing fun
INVESTING EQUITIES DEC 08, 2022
Morningstar CEO on how direct indexing makes investing fun

In the second part of ESG Clarity's interview, Kunal Kapoor talks passives, personalization and proxies.

Vanguard pulls out of climate-finance alliance
INVESTING ESG DEC 07, 2022
Vanguard pulls out of climate-finance alliance

The asset manager said it is withdrawing from the Net Zero Asset Managers initiative in a move to maintain the freedom not to restrict its investment options.