Investing

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The 5-minute rule for evaluating alternative investments
OPINION APR 10, 2023
The 5-minute rule for evaluating alternative investments

Advisors evaluating alts for their clients should focus on what clients want to achieve as part of a well-diversified portfolio and understand their clients' cash flow requirements.

Anti-ESG measures are everywhere, but some are floundering in GOP states
ESG APR 07, 2023
Anti-ESG measures are everywhere, but some are floundering in GOP states

Fiduciaries are citing the high costs of legislation restricting the use of ESG, and some state leaders are listening.

ESG downgrades show complicated nature of sustainability ratings
ESG APR 06, 2023
ESG downgrades show complicated nature of sustainability ratings

MSCI announced an adjustment that will lower its ESG scores on about 31,000 funds.

DWS ESG fund launch sets record for sales, at another ETF's expense
ESG APR 05, 2023
DWS ESG fund launch sets record for sales, at another ETF's expense

A big client moved $2 billion from a different Xtrackers ESG exchange-traded fund to the new fund, the Xtrackers MSCI USA Climate Action Equity ETF.

Sustainable investing advocate US SIF names new policy director
PRACTICE MANAGEMENT APR 04, 2023
Sustainable investing advocate US SIF names new policy director

The hiring of Rachel Curley comes amid other leadership changes at the industry group, including a new CEO.

Vanguard's efforts to navigate climate activism get messy
ESG APR 04, 2023
Vanguard's efforts to navigate climate activism get messy

Four months after exiting the Net Zero Asset Managers initiative, Vanguard is being depicted as a company doing nothing about climate change.

BlackRock to offer two buffer ETFs that aim to limit investors' losses
ETFS APR 03, 2023
BlackRock to offer two buffer ETFs that aim to limit investors' losses

The two funds would both track the returns of the iShares Core S&P 500 ETF, using options to try to reduce potential fluctuations in investors' returns.

Sustainable fund advisor Mirova US gets new CEO
PRACTICE MANAGEMENT APR 03, 2023
Sustainable fund advisor Mirova US gets new CEO

Zineb Bennani has worked for parent firm Natixis since 2005.

Potential investor claims go through the roof at Berthel Fisher
ALTERNATIVES APR 03, 2023
Potential investor claims go through the roof at Berthel Fisher

Open claims against the Iowa-based broker-dealer totaled $32.1 million at the end of 2022, eight times what it reported a year earlier, according to an SEC filing.

Blockchain dividend distributions emerge as latest threat to traditional finance
ALTERNATIVES APR 03, 2023
Blockchain dividend distributions emerge as latest threat to traditional finance

Crypto experts say distributions via blockchain technology will soon be commonplace.

Blackstone’s BREIT sees $4.5 billion of withdrawal requests in March
ALTERNATIVES APR 03, 2023
Blackstone’s BREIT sees $4.5 billion of withdrawal requests in March

The real estate trust, which has limited redemptions for a fifth straight month, had already hit 2% monthly limits in January and February.

MSCI to downgrade ESG ratings on over 30,000 funds
ESG APR 03, 2023
MSCI to downgrade ESG ratings on over 30,000 funds

The firm’s ratings unit overhauls its methodology as ESG score providers continue to draw criticism for using inconsistent approaches that have yet to be properly regulated.

ESG in advisors' own words
ESG APR 03, 2023
ESG in advisors' own words

Financial advisors offer their thoughts on sustainable investing, how politics is affecting it, what clients want to know and how it could help or hurt their practices.

Love it or hate it, ESG has been around for decades — and it isn’t going away
ESG APR 03, 2023
Love it or hate it, ESG has been around for decades — and it isn’t going away

Interest both for and against sustainable investing will almost certainly be rising — and that means that financial advisors can’t afford to ignore it.

Why that $6.2 billion outflow from an ESG ETF is not the end of sustainable investing
ESG MAR 31, 2023
Why that $6.2 billion outflow from an ESG ETF is not the end of sustainable investing

Excluding the iShares ESG Aware ETF, sustainable funds saw positive net sales so far this year, according to data from Morningstar Direct.

House GOP questions SEC authority to write climate disclosure regulations
ESG MAR 30, 2023
House GOP questions SEC authority to write climate disclosure regulations

GOP members of an appropriations subcommittee argue against the agency's request for an increase in its funding.

2022 was rough year for near-retirees in target-date funds
RETIREMENT PLANNING MAR 29, 2023
2022 was rough year for near-retirees in target-date funds

While stock and bond allocations hurt the performance of TDFs last year, fees declined and assets flowed to collective investment trusts, Morningstar found.

Investors focus on climate, abortion access in potential record proxy season
ESG MAR 27, 2023
Investors focus on climate, abortion access in potential record proxy season

After last year's Supreme Court decision overturning Roe v. Wade, more companies face votes on reproductive health care.

Financial advisors torn between trusting the Fed and trusting the bond market
RIAS MAR 27, 2023
Financial advisors torn between trusting the Fed and trusting the bond market

The money flowing into Treasuries has some market watchers believing that the Fed's next move will be a rate cut, and that it could come as soon as June.

Franklin Templeton makes ESG hire from CalPERS
RETIREMENT PLANNING MAR 27, 2023
Franklin Templeton makes ESG hire from CalPERS

James Andrus had been at the pension system since 2014 and most recently served as its interim managing investment director for sustainable investing.