Seattle-based Laird Norton Wealth Management is working with Calvert and Parametric to design to equity strategies that emphasize social issues.
Partisan differences will hamstring legislation, as Democrats stress investor protection and Republicans focus on protecting innovation.
The new fund, the ARK Transparency ETF, arrives as Wood's favored tech stocks finally catch a break.
Climate-focused investors shouldn't take corporate pledges at face value. Distant timelines, reliance on unproven carbon renewal technologies and an emphasis on the 'net' side of the equation are ways for companies to get a PR boost while avoiding the hard work of real emissions reduction.
Except for a big investment in real estate, there wasn't that much divergence, a recent survey found.
In a move to reduce its reliance on State Street's custody services, BlackRock will shift 40% of the $2.2 trillion in assets to Citigroup, 30% to JPMorgan Chase and 15% to Bank of New York Mellon.
A subsidiary of Canada’s largest digital asset manager, 3iQ Digital Assets, has launched a new separately managed account and model portfolio for U.S. wealth managers. Fees range from 1% for single-token accounts to 2.5% for multi-token index strategies.
Record net inflows are just a part of the story. ETFs continue to take market share of mutual funds by doing more for less.
The nominee to head Employee Benefits Security Administration could receive full Senate confirmation later this month.
Riding the direct indexing wave, the WisdomTree Crypto Index is designed for advisers but could also offer direct access for retail investors.
The Massachusetts senator is asking Greenidge Generation how its Bitcoin mining operations will affect climate change and the local environment.
At a meeting of the SEC Investor Advisory Committee, SEC Chair Gensler says many digital tokens are securities and fall under its jurisdiction, while Commissioner Peirce says agency is applying 'strategic ambiguity' to pursue enforcement first.
Building a positive impact portfolio involves the use of both negative and positive screens, as well as the consideration of trading issues and portfolio weighting.
Despite record-level asset flows into ESG strategies, the category is still saddled with a reputation it has long outgrown.
The asset manager lowered the expense ratios on three corporate bond exchange-traded funds to 0.04% from 0.07%.
The key is for funds to be transparent about their investment strategies and live up to them, panelists at the InvestmentNews ESG Summit said.
Since U.S. regulators are balking at approving funds that invest directly in Bitcoin, Fidelity will launch the Fidelity Advantage Bitcoin ETF in Canada.
About $120 billion has flowed into ESG exchange-traded funds in 2021, but just a handful of institutional investors control a large part of the market.
Toronto-based Purpose Investments pushes the digital investing envelope by selling options on the cryptocurrency holdings of two new ETFs.
Nancy Davis has made a splash with IVOL, an actively managed exchange-traded fund that lets investors bet on inflation and interest-rate volatility.