ESG

Displaying 1111 results
Vanguard submits to value curse, plans to fold active fund into an index
INVESTING ESG JUL 29, 2020
Vanguard submits to value curse, plans to fold active fund into an index

Unable to keep pace with a passive index, the 20-year-old active value fund has run its course

By Jeff Benjamin
State Street launches ESG version of its mammoth S&P 500 ETF
INVESTING ESG JUL 29, 2020
State Street launches ESG version of its mammoth S&P 500 ETF

The adaptation of SPY will include firms in the S&P 500 index that meet environmental, social and governance criteria

By Bloomberg
Invesco benches team responsible for $105 million snafu
INVESTING PRACTICE MANAGEMENT JUL 28, 2020
Invesco benches team responsible for $105 million snafu

An index rebalancing mishap has lead to the wholesale change of the portfolio management team

By Jeff Benjamin
SEC, DOL take different approaches to regulating ESG investing
INVESTING OPINION JUL 27, 2020
SEC, DOL take different approaches to regulating ESG investing

The DOL proposal likely would chill the use of socially responsible investments in retirement accounts; the SEC focuses on disclosure

By Mark Schoeff Jr.
Silver rally quietly outshines gold in 2020
INVESTING ALTERNATIVES JUL 27, 2020
Silver rally quietly outshines gold in 2020

The less-flashy precious metal may have more room to run, according to analysts

By Jeff Benjamin
When it comes to proxy voting, ETF sponsors rarely align with shareholders
INVESTING ESG JUL 27, 2020
When it comes to proxy voting, ETF sponsors rarely align with shareholders

Research shows index ETFs vote with management 90% of the time

By Jeff Benjamin
Fund industry tries to clarify types of ESG funds
INVESTING ESG JUL 27, 2020
Fund industry tries to clarify types of ESG funds

The Investment Company Institute is leading an effort to come up with definitions of the various approaches to sustainable investing

By Bloomberg
DOL’S ESG proposal would hurt retirement accounts
INVESTING RETIREMENT PLANNING JUL 26, 2020
DOL’S ESG proposal would hurt retirement accounts

The proposal fails to account for evidence that long-term investors, like retirees, are likely to earn better returns

By InvestmentNews
SEC approves rules expected to limit activist investors
INVESTING EQUITIES JUL 22, 2020
SEC approves rules expected to limit activist investors

The agency's overhaul targets proxy advisory firms like Institutional Shareholder Services and Glass Lewis

By Bloomberg
Banks to help consumers buy greener
INVESTING ESG JUL 22, 2020
Banks to help consumers buy greener

Morgan Stanley and Mastercard announcing moves to make finance more sustainable

By Bloomberg
Digital asset management platform launches cryptocurrency tool for RIAs
INVESTING FINTECH JUL 22, 2020
Digital asset management platform launches cryptocurrency tool for RIAs

Blockchange gives advisers discretionary management over digital assets including Bitcoin, Ethereum, Bitcoin Cash and Litecoin, among others.

By Nicole Casperson
ESG interest same today in rich families as in the past: Study
INVESTING ESG JUL 16, 2020
ESG interest same today in rich families as in the past: Study

UBS Group's family office survey finds heirs of large estates prioritize financial returns

By Bloomberg
Advisers should aspire to the endowment investment model
INVESTING ALTERNATIVES JUL 14, 2020
Advisers should aspire to the endowment investment model

There are benefits for advisers that create more than just a balanced portfolio for clients

By Jeff Benjamin
Sustainability concerns behind Burger King's new Whopper
INVESTING ESG JUL 14, 2020
Sustainability concerns behind Burger King's new Whopper

Lemongrass-fed cattle expected to emit a third fewer greenhouse gases

By Bloomberg
Al Gore: COVID-19 might be jolt needed to redesign global economy
INVESTING ESG JUL 09, 2020
Al Gore: COVID-19 might be jolt needed to redesign global economy

Former vice president and chair of Generation Investment Management discusses sustainability trends

By Bloomberg
Morningstar, Lipper push for better ESG data
INVESTING ESG JUL 07, 2020
Morningstar, Lipper push for better ESG data

The fund trackers are seeking uniform disclosure and transparency

By Jeff Benjamin
Will ESG be allowed in 401(k) plans?
INVESTING ESG JUL 03, 2020
Will ESG be allowed in 401(k) plans?

Senior reporter Mark Schoeff Jr. joins senior columnists Jeff Benjamin and Bruce Kelly for the latest episode of the InvestmentNews Podcast.

By InvestmentNews
Perpetual closes acquisition of $3.3 billion ESG investor Trillium
INVESTING ESG JUL 02, 2020
Perpetual closes acquisition of $3.3 billion ESG investor Trillium

The finalized deal increases the firms' scale and distribution into the ESG market

By Nicole Casperson
DOL's stance on ESG in 401(k)s could be difficult to undo
INVESTING RETIREMENT PLANNING JUN 25, 2020
DOL's stance on ESG in 401(k)s could be difficult to undo

Only 0.1% of plan assets are in ESG-specific funds, but many, if not most, investment products have integrated ESG criteria

By Emile Hallez
DOL proposal could chill the use of ESG in retirement funds
INVESTING RETIREMENT PLANNING JUN 24, 2020
DOL proposal could chill the use of ESG in retirement funds

The agency argued a fiduciary responsibility involves focusing solely on returns for participants

By Mark Schoeff Jr.