Results for "socially conscious investing"

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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...

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 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...

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...

The top 25 socially conscious funds

December 8, 2014

Fund 1-year return 3-year return 5-year 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 0.95% Vanguard FTSE Social...

Impact investing a potential trap for the unwary

December 4, 2014

The World Economic Forum has a message for wealthy families thinking about impact investing: don't buy on the buzz. Seeking investments with the dual purpose of making a profit and improving society has become trendy among wealthy people and...

Demand for socially responsible investing options in 401(k)s on the rise

November 14, 2014

Retirement plan advisers may need to learn more about socially responsible investing to meet an increasing demand for such options in 401(k) plans. Just as individual clients are increasingly asking their financial advisers to help them devise...

Markets in a 'bad mood' as S&P 500 gives back year's gains

October 15, 2014

The S&P 500 wiped out its gains for the year Wednesday as banks sank after reporting earnings while a drop in retail sales reignited concern about the economy and a second health worker in Texas caught Ebola. KeyCorp retreated 8.9%, the biggest...

Morgan Stanley adds 'impact' portfolios in brokerage

September 17, 2014

Morgan Stanley (MS), which has set a goal of attracting $10 billion of client assets to sustainable investing products over the next few years, is adding two such portfolios for its wealth-management customers. The accounts invest with a range...

Smart beta, by any other name, is still smart

August 28, 2014

Smart beta, the marketing gimmick that is sweeping across the ETF space. And for good reason. Unable to kill smart beta, critics love to hate it When it comes to active portfolio management, most investors are giving up gains to fees. A bad...

Impact investing soars with $12 million green bond sale by Merrill Lynch

August 26, 2014

Merrill Lynch Wealth Management advisers sold $12 million in green bonds issued by the World Bank last week, surpassing what the investment bank expected based on similar issuances a few years ago. About 70 clients bought the AAA-rated World...

Female clients' unique approach to investing

August 17, 2014

As they do with most things, men and women think about investing differently. Heather Locus, principal at Balasa Dinverno Foltz, points to a meeting she had with a brother and sister to highlight those differences. Both had inherited funds,...

Fund managers hope for more robust socially conscious options

July 22, 2014

There was a time when asset management firms were comfortable telling faith-based investors, "God is good, see you later," says Joseph M. Kinard, a director at the Board of Pensions of the Presbyterian Church (USA). That's no longer the case....

Impact investing on the cusp of mainstream wealth management

June 29, 2014

The news releases arrived in noteworthy succession throughout 2013. Morgan Stanley, UBS AG, The Goldman Sachs Group Inc., and JPMorgan Chase & Co. — some of the biggest names in the financial services industry — announced plans to establish...

Buffett is ready to double down on his wind and solar energy bet

June 10, 2014

Warren Buffett sees his $15 billion wind and solar energy investment as just the beginning. It's chump change to the world's fifth-largest company. ”We're going to keep doing that as far as the eye can see." The European Central Bank's stimulus...

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