Displaying 32 results
Just Futures takes social justice to retirement plans
In partnership with fintech platform Vestwell, the public benefit firm is bringing its values-driven 401(k) and 403(b) plans to market.
Despite tripling assets, responsible investing funds haven’t outpaced market
An analysis shows retail investors drove global growth over the past 10 years, while the bias for negative screening and active strategies continued.
Investing for social justice
Advisors should ask how and why clients want to address racial equity in their portfolios.
Catholic 401(k) MEP will screen funds for morality
A forthcoming multiple-employer plan aims to help nonprofit and for-profit Catholic affiliates avoid exposure to investments that Catholics might find objectionable.
Why ESG is hard to sell to many advisors
The term is used and misused to the extent that it has lost meaning — but it's not going away, and it could be a mistake to ignore it.
ESG could have saved Silicon Valley Bank
One of the nation’s largest banks experienced a series of governance lapses that resulted in the mismanagement of interest-rate risk.
Why the ESG backlash has little effect on corporations
Politicians' manufactured controversies are having minimal impact in boardrooms.
Fintech, direct indexing are bringing ESG into focus
Research shows technology and customization are helping investors deal with the lack of clarity in the ESG space.
DOL limits retirement-plan proxy votes to those affecting financial returns
The move could curb shareholder actions related to sustainable investing
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
Impact investing rides the waves of social unrest
Investors are happy with both the portfolio performance and the impact, according to a recent study
Nationwide protests over race highlight hurdles faced by nonwhite advisers
As racial injustice fires up protesters and looters, financial advisers face the fallout with clients whose small businesses experience economic loss
3 Questions: COVID-19 and ESG investing
Martin Jarzebowski, Federated Hermes' director of responsible investing, talks about how the pandemic has impacted ESG investing
BlackRock colors a money fund green
The asset manager’s $3 billion Money Market Portfolio will focus on issuers that meet its environmental criteria
Why a renewable fund failed amid the ESG boom
Smaller providers are finding it tough to compete with the world’s biggest managers
JPMorgan Asset Management joins investor climate campaign
The asset manager also said it will develop a proprietary model for rating companies’ performance on environmental, social and governance issues
For investors in green mutual funds, performance is ‘a wash’
An analysis suggests there's no long-term advantage to picking sustainable funds over those without a sustainable focus, or vice versa
BlackRock climate vow pays off with new ETF’s $600 million debut
Exchange-traded fund launched last week sees big investment from Finnish pension insurer
New ETF meets demand for muni debt with social investing
Van Eck files for fund that will focus on investment-grade state and local government debt that funds projects promoting sustainable development
Bond funds aim to win over the green-curious, not purists
Big fixed-income managers pit their ESG portfolios against a broad set of competitors
- 1
- 2
