Physical effects of climate change could occur suddenly, and conventional portfolio models often fall short on this issue, CIO says.
Bearish outlook comes as index narrowly misses a technical correction.
Michael Reynolds, whose Indiana-based RIA specializes in ESG investing, explains how he navigates greenwashing and what advisors can do to market themselves more effectively.
The fund company is seeking a government waiver allowing its actively managed mutual funds to also operate as exchange-traded funds, a concept Vanguard pioneered.
“If everyone's running for the hills, it's got to be the most overwhelming contrarian trade of the year,” a fund manager says.
'We are starting to pound the table a little bit about listed REITs,' says Rich Hill of Cohen & Steers.
The investment vehicle continues on the road to becoming a widely accepted and trusted core portfolio building block.
The credit ratings industry has yet to figure out how best to incorporate climate risk in its models, so fixed-income investors are largely having to rely on their own assessments.
“Energy transition and environmental investing are not slowing down,” says portfolio manager as Cerulli report offers fresh insight.
BlackRock is the only company offering target-date ETFs to investors outside of 401(k)s — but there is a question about whether there is much of a market for that.
Strategist Michael Hartnett sees a 'contrarian buy signal.'
Innovayte is targeting RIAs with $100 million to $800 million in assets and will be led by Catherine “Cat” Davies, a clearing and custody industry veteran.
Banks have generated about $2.5 billion from climate-focused financing so far this year, compared with $2.2 billion from their work with oil, gas and coal companies.
Analysts forecast an $8 trillion surge in the next five years.
The stalwart strategy for investing is far from dead say Wall Street experts.
A focus on Vanguard led to a long-running independent newsletter and then a successful RIA.
'Firms should continue with rigor and diligence to operate their ESG risk and compliance programs,' a compliance expert says.
The setup can result in larger firms offering customers better transaction prices than smaller ones, SEC Chair Gary Gensler said.
For years, investors in mutual funds and ETFs have been investing in products whose actual portfolio holdings can stray dramatically from what's implied by the name of the fund.
Volatility is heightened by uncertainty but yields are still trending higher.
