Results for "socially conscious investing"

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Manager of a fake hedge fund faces real prison time

December 7, 2015

A security guard/waiter/travel agent posing as a hedge fund manager has been convicted of stealing more than $800,000 from 17 investors. He will likely need time off from his other jobs to serve up to 20 years in prison. Moazzam Ifzal Malik...

DOL supports ESG fund use in 401(k) plans

October 22, 2015

The Labor Department wants to make it easier for 401(k) plans to use environmental, social and governance funds by issuing new guidance meant to boost plan fiduciaries' consideration of such funds. Fiduciaries had been wary of introducing ESG...

Gender-focused investment strategy skips over common sense

October 14, 2015

We can agree that gender equality in both politics and the asset management industry is getting closer attention, but that doesn't mean you can just throw anything against the wall and see if it sticks. But that appears to be the case with a...

Morningstar shines an ESG light on all mutual funds and ETFs

August 14, 2015

Morningstar Inc. will be doing its part to inform investors on environmental, social and governance causes across the investment landscape by attaching impact scores to all mutual funds and exchange-traded funds. The scores, which will be calculated...

Climate change could impact client portfolios

July 31, 2015

Advisers might want to begin talking to their clients about the investment risk of climate change before the international conference on climate in Paris in December starts generating headlines. Large institutional investors overwhelmingly incorporate...

'Terror-free' investing proves winning strategy for Patriot Fund

July 30, 2015

While Washington politicians bicker over the status of economic sanctions against Iran, Mark Langerman is quietly holding firm that U.S. companies doing business with that country are still bad bets. The managing director of Empowerment Financial...

Goldman Sachs makes ESG bet with acquisition of asset manager Imprint Capital

July 14, 2015

Goldman Sachs Group Inc. agreed to buy Imprint Capital Advisors, an asset-management firm that advises clients on investing based on their environmental, social and governance views. The bank expects to complete the deal in the next few months,...

Merrill Lynch adds social impact portfolios to platform

June 15, 2015

Bank of America Merrill Lynch has expanded its lineup of social impact investing offerings, creating new portfolios for clients who want to align their assets with their values. The firm's platform now includes five of these portfolios made...

Older investors opening up to socially conscious investing

May 14, 2015

Younger investors have long been interested in socially conscious investing, but a new report from Spectrem Group indicates that older investors — loath to “throw away” money — are starting to turn to funds that espouse a cause, as long...

Options to invest in innovative technologies that address water shortages are limited

April 19, 2015

It only takes a single image of cracked and dusty ground somewhere in California to appreciate the reality of water as a limited resource. Given that, you might expect the greatest minds in technology, engineering, innovation and government...

Why it's time to believe the hype behind ESG investing

April 8, 2015

Environmental, social and corporate governance investing — or ESG — has been frequently discussed over the years, often as the next big investing fad. This time, though, it's more than just talk. Each day, more investors are coming to believe...

Catch the impact investing wave now

March 8, 2015

Advisers worth their salt — or the fees their clients pay them — rightly consider themselves leaders. Most pride themselves on being able to answer nearly every question from clients. These advisers know their clients deeply and provide...

Merrill Lynch tells its advisers to get some water

March 3, 2015

A top strategist at Bank of America Corp.'s Merrill Lynch unit is asking the firm's more than 14,000 financial advisers to consider an alternative asset to buoy sinking commodity returns: water. It may not be listed on the New York Mercantile...

Tapping the potential of responsible investing by debunking the myths

March 1, 2015

Once perceived as a niche area of asset management with relatively limited appeal, responsible investment (RI) has evolved into a diverse, globally recognized discipline, encompassing a wide range of strategies that have gained momentum with...

Advisers slow to embrace socially responsible investments sought by clients

March 1, 2015

When financial adviser Marlena Sonn met Bryan Wilson three years ago, she began showing him how his investments could be aligned with his personal beliefs. “As [our] conversations progressed, it became a priority for me to have the investments...

Socially conscious funds ranked by one-year total return

March 1, 2015

Values-based investing won new attention this quarter when BlackRock Inc. announced plans to launch BlackRock Impact, a unit catering to investors' social, environmental or religious goals. But the largest money manager is just one of many companies...

The challenges and opportunities of impact investing

March 1, 2015

In recent years, the term impact investing has mushroomed to encompass the older labels of SRI (socially responsible investing), MRI (mission-related investing) and ESG (environment, social, governance), among others. Those of us in the field...

Green bonds climb as investors try to match their environmental goals

March 1, 2015

In a relatively short eight years, green bonds have come from out of the blue to give fixed-income investors a feel-good alternative. Environmentally correct bonds have emerged as a legitimate force in fixed income, with issuance hitting $36.6...

Socially responsible strategies largely absent from ETF landscape

January 27, 2015

As the integration of passive strategies into institutional portfolios accelerates, another unequivocal trend — the consideration of environmental, social and governance factors in investment decisions — remains primarily a pivot point for...

Socially conscious funds by category, ranked by one-year total return

December 8, 2014

Domestic Equity Funds Fund 1-year return 3-year return 5-year total return Portfolio net assets ($M) Expense ratio* Praxis Growth Index Fund I (MMDEX) 20.02% 21.11% 16.20% $164.7 0.47% Parnassus Endeavor Fund (PARWX) 19.10% 22.67% 16.13% $650.9...

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