ESG

Displaying 1093 results
DOL's stance on ESG in 401(k)s could be difficult to undo
INVESTING RETIREMENT PLANNING JUN 25, 2020
DOL's stance on ESG in 401(k)s could be difficult to undo

Only 0.1% of plan assets are in ESG-specific funds, but many, if not most, investment products have integrated ESG criteria

DOL proposal could chill the use of ESG in retirement funds
INVESTING RETIREMENT PLANNING JUN 24, 2020
DOL proposal could chill the use of ESG in retirement funds

The agency argued a fiduciary responsibility involves focusing solely on returns for participants

Leading with ethics, in person and online
INVESTING OPINION JUN 23, 2020
Leading with ethics, in person and online

A recent study found advisers with more ethics training are one-fourth less likely to participate in unethical behaviors

Don’t conflate diversity and ESG
INVESTING PRACTICE MANAGEMENT JUN 21, 2020
Don’t conflate diversity and ESG

For the financial advice community, achieving diversity represents its future

BlackRock rolls out six ESG ETFs
INVESTING ESG JUN 18, 2020
BlackRock rolls out six ESG ETFs

The funds' debut follows BlackRock CEO Larry Fink's pledge in January to increase sustainable ETF offerings

Labor Department gathers information on how retirement plans use ESG funds
INVESTING RETIREMENT PLANNING JUN 17, 2020
Labor Department gathers information on how retirement plans use ESG funds

The agency is likely collecting data to shape a proposed rule on investment selection

Raymond James cuts manager after confrontation with protester goes viral
INVESTING PRACTICE MANAGEMENT JUN 15, 2020
Raymond James cuts manager after confrontation with protester goes viral

Bond manager becomes the latest executive to lose a job after confrontation with member of a minority group is posted online

Impact investing rides the waves of social unrest
INVESTING ESG JUN 11, 2020
Impact investing rides the waves of social unrest

Investors are happy with both the portfolio performance and the impact, according to a recent study

Her Voice Matters: Inspiring change with shareholder advocacy
INVESTING OPINION JUN 09, 2020
Her Voice Matters: Inspiring change with shareholder advocacy

Advisers can help clients push companies to deliver on ESG criteria

Goldman executive has advice for his white colleagues
INVESTING OPINION JUN 05, 2020
Goldman executive has advice for his white colleagues

Frederick Baba, a managing director at Goldman Sachs, recalls a litany of black deaths and the protests that followed

Financial planners will find an open lane when focusing on client values
INVESTING ESG JUN 04, 2020
Financial planners will find an open lane when focusing on client values

Older advisers in particular are missing the mark when it comes to the softer side of client relations

Nationwide protests over race highlight hurdles faced by nonwhite advisers
INVESTING PRACTICE MANAGEMENT JUN 03, 2020
Nationwide protests over race highlight hurdles faced by nonwhite advisers

As racial injustice fires up protesters and looters, financial advisers face the fallout with clients whose small businesses experience economic loss

Ending racism in America is a responsibility of corporations
INVESTING OPINION JUN 02, 2020
Ending racism in America is a responsibility of corporations

More open and forceful action is required by investors and by corporate leaders and boards

Why this wealth manager decided to become a B Corporation
INVESTING ESG MAY 22, 2020
Why this wealth manager decided to become a B Corporation

Response to COVID-19 illustrates firm priorities

Fund managers on what helped ESG outperform during pandemic
INVESTING ESG MAY 22, 2020
Fund managers on what helped ESG outperform during pandemic

Three ESG asset managers reveal how they adjusted portfolios

ESG investing becomes the darling of a COVID-19 world
INVESTING ESG MAY 13, 2020
ESG investing becomes the darling of a COVID-19 world

Strong relative performance during the latest test of market turmoil is moving ESG closer to the mainstream

Schwab acquires Motif’s technology to push deeper into ESG investing
INVESTING FINTECH MAY 08, 2020
Schwab acquires Motif’s technology to push deeper into ESG investing

The purchase will help the discount brokerage develop thematic and direct indexing for clients

ESG funds saw inflows in first quarter
INVESTING ESG MAY 08, 2020
ESG funds saw inflows in first quarter

That compares with the outflows registered by mutual funds overall, according to Morningstar

COVID-19 helps drive record-level ESG bond issuance
INVESTING ESG MAY 05, 2020
COVID-19 helps drive record-level ESG bond issuance

Environmental, social and governance bond issuance increased 272% in April from a year ago

Morningstar bulks up ESG research with buyout of Sustainalytics
INVESTING ESG APR 21, 2020
Morningstar bulks up ESG research with buyout of Sustainalytics

Acquiring the entirety of the Dutch analytics firm opens up global ESG opportunities