Advisers need to address environmental issues and how they will affect investments
Despite a multitude of water shortages, options to invest in innovative technologies that address the problem remain limited.
Among U.S.-listed exchange-traded products, 10 “socially responsible” products account for only $1.14 billion, or just 0.06% of ETP assets.
The upside of avoiding energy stocks and the pain of a strong dollar.
The asset-management firm advises clients on investing based on their environmental, social and governance views and has more than $550 million of assets under advisement.
Client demand leads wirehouse to create multi-asset vehicles that reflect investors' values
Investment options are no longer limited, and the most interested clients are millennials and women.
While the field is still in its early years as a mainstream phenomenon, the transition represents a fundamental and irreversible shift.
Studies show socially conscious investing principles positively affect long-term, risk-adjusted returns.
View that such investments are throwaways is changing as returns come in
Nontraditional investment could benefit from long-term trends, values-based investing: CIO Bartels.
Issuance of green bonds hit $36.6 billion last year, more than six times the $6 billion issued in 2012
Despite being increasingly in-demand from clients like Bryan Wilson (pictured), advisers have been slow to embrace socially responsible investments. <b><i>(Plus: <a href="http://www.investmentnews.com/section/specialreport/20150301/IMPACTINVEST" target="_blank">Our full Impact Investing special report</a>)</b></i>
It's surprising that most advisers remain agnostic about impact investing, even while client demand grows.
The top-performing socially conscious funds broken down by category.
Money managers say more participants want to link retirement savings to values.
Money managers work to build products for younger investors, who are expected to favor values-driven investing
Hype around aligning money with values can trip up wealthy families.
Including domestic equity, fixed income, mixed-asset and world equity funds
