ESG

Displaying 1092 results
Nasdaq wins SEC support for plan to diversify boards
INVESTING PRACTICE MANAGEMENT AUG 07, 2021
Nasdaq wins SEC support for plan to diversify boards

The exchange will direct its listed companies to pursue board diversity — by having at least one female board member and at least one who identifies as a member of an underrepresented minority or LGBTQ — or explain why they don’t.

Companies are increasing ESG reporting: US Chamber of Commerce
INVESTING ESG AUG 05, 2021
Companies are increasing ESG reporting: US Chamber of Commerce

A recent survey showed most public companies are revealing information on climate change, but want mandatory ESG disclosures to be flexible.

Democrats press Labor Department for update on ESG rules
INVESTING RETIREMENT PLANNING JUL 30, 2021
Democrats press Labor Department for update on ESG rules

In a letter to Labor Secretary Marty Walsh, Democrats asked for an update on the DOL’s rule proposals on ESG criteria. Last year, the Trump administration DOL finalized two rules that tamped down on use of so-called nonpecuniary factors in investment selection.

Finalists for Women in Asset Management Awards announced
INVESTING PRACTICE MANAGEMENT JUL 30, 2021
Finalists for Women in Asset Management Awards announced

More than 100 individuals were named on the short list for awards in 16 categories; the winners will be announced on Sept. 9.

How firms can effectively communicate an ESG value proposition
INVESTING OPINION JUL 30, 2021
How firms can effectively communicate an ESG value proposition

It's critical for wealth management firms to create authentic and compelling narratives around their sustainable investing offerings.

Pension funds talk green but hold billions in polluter stocks
INVESTING RETIREMENT PLANNING JUL 28, 2021
Pension funds talk green but hold billions in polluter stocks

The 10 largest public pension funds devote about 9% of their combined equity holdings to 20 high-carbon emitting companies, according to Bloomberg Intelligence.

Gensler says SEC will propose climate risk rules by year-end
INVESTING ESG JUL 28, 2021
Gensler says SEC will propose climate risk rules by year-end

The SEC chairman signals that the disclosures about the risks corporations face from climate change may appear in the mandatory filings public companies make to the agency.

European ESG benchmarks make greenwashing harder
INVESTING ESG JUL 27, 2021
European ESG benchmarks make greenwashing harder

While only about $1.2 billion is now tied to gauges that meet the European Commission requirements, inflows have more than doubled since January, according to the European Securities and Markets Authority.

Sustainable fund assets grew 12% in Q2: Morningstar
INVESTING ESG JUL 27, 2021
Sustainable fund assets grew 12% in Q2: Morningstar

Inflows to 4,929 funds worldwide fell 24% from the first quarter’s record $184 billion, according to a Morningstar report.

A four-step approach to working with clients on sustainable investing
INVESTING OPINION JUL 22, 2021
A four-step approach to working with clients on sustainable investing

Advisers should provide a global view and frame conversations around investors' values.

Peirce’s concerns about ESG rulemaking could split SEC
INVESTING ESG JUL 21, 2021
Peirce’s concerns about ESG rulemaking could split SEC

The Republican SEC commissioner's doubts provide ammunition to those who want to push back against mandatory disclosures.

New ETF leverages crypto miners and ESG
INVESTING ALTERNATIVES JUL 21, 2021
New ETF leverages crypto miners and ESG

The actively managed ETF offers the narrowest of investment themes: a leveraged play on Bitcoin with the added twist of being easy on the planet.

Educating clients on the social of ESG investing
INVESTING OPINION JUL 21, 2021
Educating clients on the social of ESG investing

Minding the "s" means recognizing the impact disgruntled employees or suppliers can have on reputations and business operations.

BlackRock voted against 255 directors because of climate issues
INVESTING PRACTICE MANAGEMENT JUL 20, 2021
BlackRock voted against 255 directors because of climate issues

According to its stewardship report, the asset manager supported 35% of 843 shareholder proposals that it voted on in the recent proxy season, compared with 17% in the previous year.

ETF sponsors perform well on diversity, equity and inclusion, study finds
INVESTING PRACTICE MANAGEMENT JUL 20, 2021
ETF sponsors perform well on diversity, equity and inclusion, study finds

Nearly 90% of exchange-traded fund sponsors received the highest score in Sage Advisory's study of ETF stewardship.

RBC adviser fired following arrest on domestic violence charges
INVESTING PRACTICE MANAGEMENT JUL 19, 2021
RBC adviser fired following arrest on domestic violence charges

Florida-based adviser Scott Jay Matalon was fired from RBC after facing charges of kidnapping, domestic battery and false imprisonment.

Private banker carves out his niche with clients that hold illiquid assets
INVESTING RIAS JUL 16, 2021
Private banker carves out his niche with clients that hold illiquid assets

Boston Family Advisors has a narrow focus on wealthy families that have most of their assets invested in private equity and venture capital.

NAPA launches ESG certificate program
INVESTING RETIREMENT PLANNING JUL 14, 2021
NAPA launches ESG certificate program

The training is designed to help retirement plan advisers evaluate environmental, social and governance investing opportunities.

Too much regulatory oversight seen threatening ESG growth
INVESTING RETIREMENT PLANNING JUL 13, 2021
Too much regulatory oversight seen threatening ESG growth

Experts acknowledge the "Tower of Babel" criticism regarding ESG guidelines and nomenclature, but are concerned too much structure could be harmful.

Dimensional Funds' ESG expert says consistent rules would improve ratings
INVESTING ALTERNATIVES JUL 13, 2021
Dimensional Funds' ESG expert says consistent rules would improve ratings

Companies that do well on one ESG criteria may not do as well on others, thus the value of opaque ratings can be confusing and frustrating for investors.