New survey finds female advisers more likely to offer impact-investing options to clients.
Weak economic numbers and an Ebola panic spurred a pullback, causing the S&P 500 to give back the year's gains.
Program uses outside managers to screen to avoid certain companies or seek businesses that have shown success in environmental or social issues
Last week's purchases illustrate the growth over the last few years in investment options tied to social improvements.
Bob Froehlich says the industry needs to catch up with the pressing demands of a yield-starved world.
On today's <i>Breakfast with Benjamin</i> menu, a look at how smart beta has grown in prominence despite criticism, the performance-killing fees of active management, another type of corporate inversion, and more.
New survey finds 83% of financial professionals are interested in investing based on societal or environmental impact.
Female clients think about investing differently, with focuses ranging from retirement to impact investing, and it's up to advisers to meet them on common ground. <i><b>More: <a href="http://www.investmentnews.com/section/specialreport/20140817/WOMEN">The Women and Investing special report</a></b></i>
The segment is growing in importance among your future top clients.
The ex-wirehouse executive is throwing her weight and her money behind a revived mutual fund that invests in publicly traded companies that have greater numbers of women in management positions, saying values and returns can align when advisers invest in gender diversity.
Financial advisers need to resist the urge to roll their eyes when the issue of impact investing comes up in conversation.
At a Washington conference for fund managers, executives from the rival firms agree on what the investors of the future want.
<i>Breakfast with Benjamin:</i> Buffett doubles down on green. Plus: ECB stimulus gains traction, Apple shares at less than $100, Alibaba IPO risks, when prostitutes become currency traders, and how to buy Scotch for your dad.
Why impact investing, which targets companies or projects that effect positive change, while at the same time delivering a return, is gaining a foothold among advisers and clients.
Charitable income tax deduction one of the few tax shelters remaining.
<i>Breakfast with Benjamin:</i>The Bond King: China's a big risk. Plus: JPMorgan goes on a settlement binge, finance industry tells investors to stay calm, Obama administration catches a CBO boomerang, and some healthy balance sheets for the New Year.
Calvert launches diversified green-bond fund, an actively managed intermediate-term fund that will invest across bond subcategories
How traditional investment managers are looking at environmental, social and governance practices to identify top-performing companies
