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How technology is transforming ESG and values-based investing
OPINION NOV 02, 2021
How technology is transforming ESG and values-based investing

Sustainable investing is expanding rapidly, and part of its evolution hinges on technological innovation.

Bitcoin investing without the roller-coaster ride
RIAS NOV 02, 2021
Bitcoin investing without the roller-coaster ride

Two tech platforms team up to launch a low-volatility cryptocurrency model portfolio for less adventurous investors in digital assets.

Stock market continues climb, but ride could get bumpier: Bob Doll
EQUITIES NOV 01, 2021
Stock market continues climb, but ride could get bumpier: Bob Doll

'I can't say it enough. Inflation is the key issue,' said Doll, who's chief investment officer at Crossmark Global Investments.

Dirty energy rides performance wave as flip side of ESG
EQUITIES NOV 01, 2021
Dirty energy rides performance wave as flip side of ESG

A supply-demand imbalance has pushed energy sector stocks up 56% so far this year, while a natural gas ETF has spiked 110%.

Geeta Aiyer is an ESG pioneer and a DEI champion
PRACTICE MANAGEMENT NOV 01, 2021
Geeta Aiyer is an ESG pioneer and a DEI champion

Geeta Aiyer has dedicated her career and personal passion to using finance to support social good via ESG and impact investing.

Short-term ESG performance shines light on active management
ESG OCT 29, 2021
Short-term ESG performance shines light on active management

A relatively strong third-quarter performance by some types of environmental, social and governance funds reignites the debate over ESG alpha.

T. Rowe Price to buy Oak Hill for about $4.2 billion
ALTERNATIVES OCT 28, 2021
T. Rowe Price to buy Oak Hill for about $4.2 billion

The acquisition of Oak Hill, one of the biggest players in alternative credit, will allow T. Rowe to expand into private debt investing.

Cryptocurrency investors are more charitable than others, Fidelity says
ALTERNATIVES OCT 28, 2021
Cryptocurrency investors are more charitable than others, Fidelity says

The asset manager's philanthropic unit says crypto’s popularity could fuel charitable giving.

Vanguard, American Funds double down on model portfolio partnership
MUTUAL FUNDS OCT 27, 2021
Vanguard, American Funds double down on model portfolio partnership

A year after joining forces to create active-passive models for Merrill Lynch, the asset management heavyweights take their models to Morgan Stanley.

US SIF offers guide for advisers
PRACTICE MANAGEMENT OCT 27, 2021
US SIF offers guide for advisers

The nonprofit supporting sustainable investing suggests six steps advisers can use to start or strengthen a sustainable investment practice.

ESG, the proposed DOL rule and fiduciary duty
OPINION OCT 27, 2021
ESG, the proposed DOL rule and fiduciary duty

The Labor Department's proposed ESG rule is a great step forward. The transition to a more sustainable economy will require increased attention to material risks and opportunities, including those related to ESG factors.

Fidelity International to halve CO2 in portfolio by 2030
ESG OCT 26, 2021
Fidelity International to halve CO2 in portfolio by 2030

The London-based firm, which manages more than $785 billion, plans to give portfolio companies time to adopt to its tougher CO2 requirements.

Advisers beware: Bitcoin futures ETFs are a game-changer
FINTECH OCT 25, 2021
Advisers beware: Bitcoin futures ETFs are a game-changer

Advisers who have been steering clear of digital currencies need to study up and be prepared to talk their clients through the pros and cons of this asset class.

Bitcoin-linked ETFs attract record assets with strategy designed for traders
RIAS OCT 22, 2021
Bitcoin-linked ETFs attract record assets with strategy designed for traders

The futures-based access to cryptocurrencies has been described as better than nothing by investors. But, financial advisers might have trouble managing client expectations.

Regulators warn climate change poses threat to financial stability
ESG OCT 22, 2021
Regulators warn climate change poses threat to financial stability

Treasury Secretary Janet Yellen led the panel of top federal regulators that issued the report on climate change, including tentative recommendations for how agencies should begin preparing to contain the risk.

Bitcoin futures ETF fee war is heating up
ALTERNATIVES OCT 21, 2021
Bitcoin futures ETF fee war is heating up

VanEck's pending Bitcoin Strategy ETF will carry a management fee of 0.65%, undercutting the 0.95% expense ratio on ProShares' Bitcoin Strategy ETF, which debuted Tuesday.

ESG information buffet can confuse hungry investors
ESG OCT 21, 2021
ESG information buffet can confuse hungry investors

A Capital Group survey released during Schwab Impact cites a lack of consistency in ESG scores, varying company disclosures and differing third-party ratings.

BlackRock's Fink puts private equity on the front burner
ALTERNATIVES OCT 20, 2021
BlackRock's Fink puts private equity on the front burner

CEO Larry Fink said access to private equity should increase and allocations should be in the 20% range, while speaking at the Charles Schwab Impact conference.

Passage of infrastructure bill could mean more spending in future
ESG OCT 20, 2021
Passage of infrastructure bill could mean more spending in future

Congress likely would propose more sustainable infrastructure investment once the ball gets rolling, expert says at Schwab Impact.

Nationwide, Capital Group create target-date with annuity
RETIREMENT PLANNING OCT 19, 2021
Nationwide, Capital Group create target-date with annuity

The product, which will be offered in defined-contribution plans, is engineered to deliver 6% income at retirement.