Equities

Displaying 2828 results
J.P. Morgan acquisition of OpenInvest gives wealth managers another ESG tool
INVESTING EQUITIES JUN 29, 2021
J.P. Morgan acquisition of OpenInvest gives wealth managers another ESG tool

The bank is expected to pair OpenInvest with 55ip to enhance its private banking technology platform.

By Jeff Benjamin
Latest thematic ETF homes in on cleaner living
INVESTING EQUITIES JUN 24, 2021
Latest thematic ETF homes in on cleaner living

Amplify DTOX fund tracks an index of 78 companies that derive at least 80% of revenues from one of five cleaner living market segments.

By Jeff Benjamin
Latest blow to 60/40 model is exodus of mom and pop investors
INVESTING EQUITIES JUN 23, 2021
Latest blow to 60/40 model is exodus of mom and pop investors

Savers are ditching the formula that's anchored retirement plans for more than half a century, after already low interest rates hit rock bottom during the pandemic.

By Bloomberg
Decentralizing proxy power
INVESTING OPINION JUN 16, 2021
Decentralizing proxy power

Twenty-two percent of the shares of a typical S&P 500 company sit in the portfolios of the Big Three index fund companies: BlackRock, State Street and Vanguard. This is a massive voting bloc, especially when you factor in that many shareholders don't take the time to vote.

By Michael Willis
Free Fidelity funds are flying off the shelves
INVESTING EQUITIES JUN 14, 2021
Free Fidelity funds are flying off the shelves

Less than three years after the asset manager set the bar at zero fees for a suite of index funds, it has seen assets in the four funds grow to nearly $18 billion.

By Jeff Benjamin
Invesco bets on $18B in BlackRock assets being up for grabs
INVESTING EQUITIES JUN 11, 2021
Invesco bets on $18B in BlackRock assets being up for grabs

Two new Invesco ETFs track tech indexes abandoned by iShares ETFs; Invesco is also waiving fees on the new funds for six months to entice investors.

By Jeff Benjamin
SEC chairman proposes review of stock trading rules
INVESTING EQUITIES JUN 09, 2021
SEC chairman proposes review of stock trading rules

Wall Street’s top regulator is calling for a broad-based review of the rules that underpin trading in the U.S. equities.

By Bloomberg
Why ETF track records are becoming an afterthought
INVESTING EQUITIES JUN 09, 2021
Why ETF track records are becoming an afterthought

Shrugging off the once-coveted, three-year performance record, advisers are pouring billions of dollars in assets into funds with untested histories.

By Jeff Benjamin
AMC shakes off 40% plunge as meme stock frenzy continues
INVESTING EQUITIES JUN 03, 2021
AMC shakes off 40% plunge as meme stock frenzy continues

The rally initially collapsed Thursday after the company disclosed plans to sell more shares so it could cut its heavy debts.

By Bloomberg
ESG investing can be volatile — but doesn't have to be
INVESTING EQUITIES JUN 03, 2021
ESG investing can be volatile — but doesn't have to be

Investors in concentrated ESG strategies have experienced crashing lows from the highs of last year, while broadly diversified strategies have offered a smoother ride and still beat the S&P 500.

By Jeff Benjamin
Bets against S&P 500 ETF jump to highest this year
INVESTING EQUITIES MAY 26, 2021
Bets against S&P 500 ETF jump to highest this year

With the benchmark equity gauge near its all-time high, short interest in the $357 billion ETF is rising.

By Bloomberg
Rising inflation? Keep calm and invest in equities
INVESTING OPINION MAY 24, 2021
Rising inflation? Keep calm and invest in equities

If price pressures are picking up, cash and fixed income will suffer, and stocks could offer investors the best return.

By Charles Lemonides
Goldman joins banks exploring green equity as new ESG asset
INVESTING EQUITIES MAY 20, 2021
Goldman joins banks exploring green equity as new ESG asset

Thirteen years after the first green bond, some financial firms are now working on creating a market for green stocks that meet measurable climate metrics.

By Bloomberg
Federated Hermes takes advisers to school on ESG
INVESTING EQUITIES MAY 13, 2021
Federated Hermes takes advisers to school on ESG

The company's new Responsible Investing Institute taps into the growing appeal of ESG investing by giving financial advisers a road map to building portfolios and working with clients. Beyond the courses, the curriculum also include podcasts.

By Jeff Benjamin
How online trading is driving investors to human advisers
INVESTING RIAS MAY 11, 2021
How online trading is driving investors to human advisers

Self-directed investors are reaching thresholds that are starting to make professional financial advice more appealing.

By Jeff Benjamin
Proxy voting adds ESG leverage to retirement plans
INVESTING RIAS MAY 04, 2021
Proxy voting adds ESG leverage to retirement plans

A new Morningstar report presents proxy voting as a backdoor entry to ESG investing for retirement plan participants. As advocates pressure for simpler proxy voting procedures, retail investors could gain considerable leverage.

By Jeff Benjamin
Market watchers say inflation risk is real
INVESTING EQUITIES MAY 03, 2021
Market watchers say inflation risk is real

The Biden administration's record-setting government spending is seen as a path to higher inflation.

By Jeff Benjamin
Fidelity opens securities lending platform to all comers
INVESTING EQUITIES APR 28, 2021
Fidelity opens securities lending platform to all comers

The agency lending platform joins a compact group of less than a dozen companies that enable funds to lend securities to be sold short.

By Jeff Benjamin
Rising inflation? No problem for fans of emergency cash
INVESTING RIAS APR 27, 2021
Rising inflation? No problem for fans of emergency cash

Financial advisers continue to recommend hefty cash reserves yielding almost nothing and losing ground to inflation, under the premise that safety trumps yield.

By Jeff Benjamin
Keeping ESG investment performance in perspective
INVESTING EQUITIES APR 22, 2021
Keeping ESG investment performance in perspective

After 12-month returns in the triple digits, investors got a wake-up call when ESG funds came crashing back down to earth.

By Jeff Benjamin