ESG

Displaying 1092 results
INVESTING ESG DEC 14, 2016
Advisers help find donor advised funds for clients' charitable dollars

The funds provide donors an immediate tax deduction and an opportunity to guide the funds' investments and their eventual dispersal to charities.

INVESTING EQUITIES NOV 01, 2016
Eaton Vance to buy Calvert Investments

Acquisition of $12.3B social investment manager marks big step into the ESG market.

Morningstar's sustainability ratings: An opportunity to talk to your clients about responsible investing
INVESTING OPINION NOV 01, 2016
Morningstar's sustainability ratings: An opportunity to talk to your clients about responsible investing

The ratings cover about 20,000 mutual funds which span a broad spectrum of both ESG-themed and traditional funds

RIAs making investments to attract socially responsible clients
INVESTING PRACTICE MANAGEMENT NOV 01, 2016
RIAs making investments to attract socially responsible clients

Investors seeking to align values and money turn out to be great advisory customers.

DOL supports ESG fund use in 401(k) plans
INVESTING RETIREMENT PLANNING JUN 15, 2016
DOL supports ESG fund use in 401(k) plans

New guidance amends old rules that had a "chilling effect" on ESG fund use in ERISA plans.

Energy funds iPath, VanEck and Highland soar as oil rebounds above $50 a barrel
INVESTING EQUITIES JUN 01, 2016
Energy funds iPath, VanEck and Highland soar as oil rebounds above $50 a barrel

The best performing fund was iPath's exchange-traded note (OIL), which pumped out a cumulative 81.9% gain.

The perils of investment crowdfunding
INVESTING ALTERNATIVES MAY 03, 2016
The perils of investment crowdfunding

While investment crowdfunding is a trendy way to raise funds for companies, advisers should inform clients of the caveats

INVESTING ALTERNATIVES APR 24, 2016
Making a case for impact investing

SunEdison's hard lesson for renewable-energy investors
INVESTING EQUITIES APR 07, 2016
SunEdison's hard lesson for renewable-energy investors

<i>Breakfast with Benjamin</i> SunEdison's collapse shows that advisers should understand the steep side of the mountain renewable energy is trying to climb.

INVESTING ALTERNATIVES MAR 18, 2016
Time for advisers to brush up on ESG investing

INVESTING ALTERNATIVES MAR 17, 2016
Socially responsible investing is coming of age

Investing strategies focused on environmental, social and corporate governance causes continue to gain momentum, even if they're not mainstream just yet. </br><b><i>(Related: <a href="//www.investmentnews.com/article/20160306/FREE/160309952/the-top-performing-socially-conscious-funds&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">The top-performing socially conscious funds</a>)</b></i>

The top-performing socially conscious funds
INVESTING ALTERNATIVES MAR 10, 2016
The top-performing socially conscious funds

A look at the ESG funds that have performed the best as socially responsible investing has grown in popularity.

INVESTING EQUITIES MAR 08, 2016
New IRA targets socially conscious millennial savers

<i>Breakfast with Benjamin</i> There's a new low-minimum IRA targeted to young investors who want their money invested in companies dedicated to sustainability.

Morningstar expands access to ESG fund scores for socially conscious investors
INVESTING ESG MAR 06, 2016
Morningstar expands access to ESG fund scores for socially conscious investors

Investors can see how funds rate when it comes to sustainability factors. But public access could mean more pressure and focus on ESG issues from clients.

Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds
INVESTING EQUITIES MAR 02, 2016
Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds

Scoring funds for social, environmental and governance factors feeds a growing investor appetite

INVESTING RETIREMENT PLANNING JAN 24, 2016
Warming up to ESG funds in 401(k)s

Plan advisers might not fully understand the rules regarding ESG investments

What we'll remember about the markets in 2015
INVESTING RIAS DEC 30, 2015
What we'll remember about the markets in 2015

Some highs and lows, swings and misses

Manager of a fake hedge fund faces real prison time
INVESTING EQUITIES DEC 04, 2015
Manager of a fake hedge fund faces real prison time

<i>Breakfast with Benjamin</i>: Security guard/waiter/travel agent posing as a hedge fund manager has been convicted of stealing more than $800,000 from 17 investors.

Morningstar shines an ESG light on all mutual funds and ETFs
INVESTING EQUITIES OCT 22, 2015
Morningstar shines an ESG light on all mutual funds and ETFs

New zero-to-100 rating would indicate the environmental, social and governance impact of a fund's holdings.

Gender-focused investment strategy skips over common sense
INVESTING EQUITIES OCT 15, 2015
Gender-focused investment strategy skips over common sense

$1.4 billion TAMP seizes on an opportunity, but its strategy seems ill-conceived.