Displaying 107 results
Pensions ahead of ESG funds on proxy votes
Compared with general shareholder votes, defined-benefit programs were much more likely to support resolutions around ESG governance and worker protection.
Are your clients on the wrong glide path?
If a target-date fund is among a client's investments, an adviser can check the fund’s glide path as well as the equity percentage of the portfolio.
Support in some proxy votes falls amid record season
It's not just BlackRock that is less supportive of shareholder proposals, Morningstar finds.
Fidelity moves into liquid alts space with two new mutual funds
The debut of the macro opportunities and risk parity strategies paves the way for an expanding alternatives lineup.
It’s not too late to join the liquid alts party, Morningstar says
Key to allocating to funds employing alternative strategies is knowing what to expect and not trying to time investments.
SEC’s climate disclosure proposal hits nerves
Sustainable investors say it should go further while opponents claim the SEC lacks authority to pass a rule.
Fintech Bytes: iCapital, Morningstar, RIA in a Box
For some additional reading material in between cookouts and baseball games this weekend, here are the rest of the week’s adviser fintech headlines.
Avoiding dividend yields that look too good to be true
Russia funds yielding between 300% and 3,000% represent the ultimate value trap. A better bet would be funds offering much lower yields.
Who’s afraid of ESG?
There is a struggle to define ESG, and opponents are using that to their advantage.
High-yield funds get ESG treatment
Several US fund managers are taking an interest in this small but growing area of the market.
Passive ESG: More active than the average index fund?
There is more going on in the ESG world, as seemingly passive funds have an element of active management that other index funds do not.
Sustainable funds resilient amid market volatility
Despite macroeconomic headwinds, sustainable funds in most regions have held up better than conventional market.
Advisers who ignore ESG do so at their own r-i-s-k
As interest in ESG investing grows, advisers are reaching an inflection point.
Morningstar Office users now can manage held-away accounts
The deal with fintech Pontera provides ability to do more complete household reporting.
Climate funds double in assets: Morningstar
A report shows that in the US, total money in climate mutual funds and ETFs hit $31 billion at the end of 2021.
Capital Group, Morningstar offer personalized TDFs
Target Date Plus helps participants to determine a mix of target-date funds that is more suited to their particular needs.
Morningstar’s initial retirement report shows ‘alarming’ DC plan shrinkage
Jack VanDerhei, formerly director of research at EBRI, joins the firm’s new unit.
Amundi gives fund an ESG makeover
The Pioneer Global Sustainable Equity Fund will invest at least 80% of net assets in ESG-friendly holdings.
Energy sector rally exposes Achilles’ heel of ESG investing
ESG indexes that are loaded with technology and shun energy have been taking it on the chin so far in 2022.
ETFs set another record in race to take over mutual funds
In stride with record net inflows, the ETF industry is launching new funds and finding creative ways to take market share from the legacy mutual fund space.
