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.
Fiduciaries are citing the high costs of legislation restricting the use of ESG, and some state leaders are listening.
MSCI announced an adjustment that will lower its ESG scores on about 31,000 funds.
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.
The hiring of Rachel Curley comes amid other leadership changes at the industry group, including a new CEO.
Four months after exiting the Net Zero Asset Managers initiative, Vanguard is being depicted as a company doing nothing about climate change.
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.
Zineb Bennani has worked for parent firm Natixis since 2005.
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.
Crypto experts say distributions via blockchain technology will soon be commonplace.
The real estate trust, which has limited redemptions for a fifth straight month, had already hit 2% monthly limits in January and February.
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.
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.
Interest both for and against sustainable investing will almost certainly be rising — and that means that financial advisors can’t afford to ignore it.
Excluding the iShares ESG Aware ETF, sustainable funds saw positive net sales so far this year, according to data from Morningstar Direct.
GOP members of an appropriations subcommittee argue against the agency's request for an increase in its funding.
While stock and bond allocations hurt the performance of TDFs last year, fees declined and assets flowed to collective investment trusts, Morningstar found.
After last year's Supreme Court decision overturning Roe v. Wade, more companies face votes on reproductive health care.
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.
James Andrus had been at the pension system since 2014 and most recently served as its interim managing investment director for sustainable investing.